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Arthur J. Gallagher & Co

1,148 hedge funds and large institutions have $49.1B invested in Arthur J. Gallagher & Co in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 459 increasing their positions, 382 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more call options, than puts

Call options by funds: $160M | Put options by funds: $102M

43% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 79

20% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 382

5% more capital invested

Capital invested by funds: $46.5B → $49.1B (+$2.55B)

3% more funds holding in top 10

Funds holding in top 10: 4041 (+1)

2% more funds holding

Funds holding: 1,1291,148 (+19)

0.7% more ownership

Funds ownership: 85.93%86.63% (+0.7%)

Holders
1,148
Holders Change
+19
Holders Change %
+1.68%
% of All Funds
16.58%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.59%
New
113
Increased
459
Reduced
382
Closed
79
Calls
$160M
Puts
$102M
Net Calls
+$58.4M
Net Calls Change
+$9.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
826
Caldwell Trust
Florida
$364K +$7.94K +32 +2%
I2I
827
Insight 2811 Inc
Illinois
$363K
SRC
828
Shufro Rose & Co
New York
$363K
AWCI
829
Alpine Woods Capital Investors
New York
$362K -$124K -500 -26%
VC
830
Vestor Capital
Illinois
$357K -$48.9K -197 -13%
VFA
831
Valeo Financial Advisors
Indiana
$352K +$98.5K +397 +41%
HNB
832
Huntington National Bank
Ohio
$352K +$15.4K +62 +5%
CB
833
Cadence Bank
Mississippi
$348K +$4.22K +17 +1%
CI
834
Conning Inc
Connecticut
$347K +$8.44K +34 +3%
WWM
835
Western Wealth Management
Colorado
$339K
SP
836
Symmetry Partners
Connecticut
$338K
RMCM
837
Reynders McVeigh Capital Management
Massachusetts
$337K -$59K -238 -15%
JSW
838
Journey Strategic Wealth
New Jersey
$334K +$320K +1,290 New
ACG
839
Allen Capital Group
Nebraska
$334K +$15.1K +61 +5%
MWM
840
Modera Wealth Management
New Jersey
$331K +$7.44K +30 +2%
BAM
841
Berkshire Asset Management
Pennsylvania
$329K
SCM
842
Shelton Capital Management
Colorado
$326K
TH
843
TCTC Holdings
Texas
$325K
WIC
844
Wilkins Investment Counsel
Massachusetts
$324K
SP
845
Successful Portfolios
Florida
$323K -$116K -469 -27%
WF
846
Wayfinding Financial
Washington
$318K -$3.23K -13 -1%
WFI
847
West Family Investments
California
$318K -$2.48K -10 -0.8%
TFS
848
Thoroughbred Financial Services
Tennessee
$317K +$304K +1,225 New
SWA
849
Stratos Wealth Advisors
Ohio
$317K -$41.9K -169 -12%
SPWG
850
Syntegra Private Wealth Group
Missouri
$317K +$8.68K +35 +3%

AJG Hedge Fund Activity: Q2 2024 in Review

1,148 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2024, worth a combined $49.1B — up 5.5% from $46.5B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new AJG positions and 79 closed out — a net gain of 34 holders — while 459 added to existing stakes and 382 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $403M. The largest seller was Capital International Investors, cutting an estimated $213M.

  • 1,148 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2024, up from 1,129 in Q1 2024.
  • Funds reported $49.1B of Arthur J. Gallagher & Co stock for Q2 2024, up 5.5% quarter-over-quarter.
  • 113 funds opened new Arthur J. Gallagher & Co positions in Q2 2024 and 79 closed out, a net change of +34 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2024 was Fidelity Investments, an estimated $403M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2024 was Capital International Investors, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2024.