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Arthur J. Gallagher & Co

1,199 hedge funds and large institutions have $52.8B invested in Arthur J. Gallagher & Co in 2024 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 434 increasing their positions, 450 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 59

77% more call options, than puts

Call options by funds: $159M | Put options by funds: $89.9M

8% more capital invested

Capital invested by funds: $49.1B → $52.8B (+$3.68B)

4% more funds holding

Funds holding: 1,1481,199 (+51)

0.96% less ownership

Funds ownership: 86.63%85.67% (-0.96%)

4% less repeat investments, than reductions

Existing positions increased: 434 | Existing positions reduced: 450

20% less funds holding in top 10

Funds holding in top 10: 4133 (-8)

Holders
1,199
Holders Change
+51
Holders Change %
+4.44%
% of All Funds
17.22%
Holding in Top 10
33
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-19.51%
% of All Funds
0.47%
New
120
Increased
434
Reduced
450
Closed
59
Calls
$159M
Puts
$89.9M
Net Calls
+$69.4M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
826
Caldwell Trust
Florida
$433K +$38.4K +136 +10%
SHFA
827
SC&H Financial Advisors
Maryland
$429K +$2.54K +9 +0.6%
WSFS
828
Wilmington Savings Fund Society
Delaware
$427K +$428K +1,518 New
WAL
829
W Advisors LLC
Tennessee
$426K +$10.2K +36 +2%
TCOV
830
Trust Company of Vermont
Vermont
$425K
ACP
831
Aviance Capital Partners
Florida
$422K
MPI
832
Mairs & Power Inc
Minnesota
$422K +$423K +1,500 New
WPA
833
West Paces Advisors
Georgia
$422K +$423K +1,500 New
HNB
834
Huntington National Bank
Ohio
$422K +$40.6K +144 +11%
HWA
835
Heritage Wealth Advisors
Virginia
$421K
SAW
836
Signal Advisors Wealth
Michigan
$421K +$422K +1,495 New
MOS
837
MGO One Seven
Ohio
$420K -$38.4K -136 -8%
MWM
838
Modera Wealth Management
New Jersey
$418K +$59.5K +211 +17%
CIA
839
Choate Investment Advisors
Massachusetts
$415K -$8.74K -31 -2%
AWCI
840
Alpine Woods Capital Investors
New York
$414K +$5.64K +20 +1%
LF
841
Lantz Financial
Illinois
$414K +$2.82K +10 +0.7%
RWA
842
River Wealth Advisors
Pennsylvania
$411K +$6.77K +24 +2%
ANTB
843
AMG National Trust Bank
Colorado
$410K -$68.2K -242 -14%
LSPW
844
Lake Street Private Wealth
Illinois
$404K -$106K -375 -21%
TF
845
Tudor Financial
Ohio
$401K +$402K +1,425 New
VC
846
Vestor Capital
Illinois
$399K +$11.3K +40 +3%
I2I
847
Insight 2811 Inc
Illinois
$394K
HCM
848
Howard Capital Management
Georgia
$390K +$391K +1,387 New
TAM
849
Tucker Asset Management
Colorado
$388K +$47.1K +167 +14%
EI
850
Ellevest Inc
New York
$387K -$34.4K -122 -8%

AJG Hedge Fund Activity: Q3 2024 in Review

1,199 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q3 2024, worth a combined $52.8B — up 7.5% from $49.1B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AJG positions and 59 closed out — a net gain of 61 holders — while 434 added to existing stakes and 450 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $174M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $207M.

  • 1,199 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q3 2024, up from 1,148 in Q2 2024.
  • Funds reported $52.8B of Arthur J. Gallagher & Co stock for Q3 2024, up 7.5% quarter-over-quarter.
  • 120 funds opened new Arthur J. Gallagher & Co positions in Q3 2024 and 59 closed out, a net change of +61 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q3 2024 was Principal Financial Group, an estimated $174M added.
  • The largest Arthur J. Gallagher & Co seller in Q3 2024 was T. Rowe Price Investment Management, an estimated $207M sold.

Based on aggregated 13F filings for Q3 2024.