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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
SSB
851
Sandy Spring Bank
Maryland
$315K +$294K +1,184 +4,083%
WBC
852
Westpac Banking Corp
Australia
$314K
TAM
853
Tucker Asset Management
Colorado
$314K +$18.9K +76 +7%
CCM
854
Carderock Capital Management
Maryland
$311K
SG
855
StoneX Group
New York
$311K +$24.3K +98 +9%
IP
856
Ignite Planners
California
$310K +$3.72K +15 +1%
ST
857
Spinnaker Trust
Maine
$310K
CPC
858
Consolidated Planning Corp
Georgia
$309K +$296K +1,192 New
HSA
859
HBK Sorce Advisory
Pennsylvania
$308K +$14.6K +59 +5%
FHA
860
First Horizon Advisors
Tennessee
$306K -$28.5K -115 -9%
MCM
861
Manchester Capital Management
Vermont
$301K +$31K +125 +12%
OHWA
862
Oak Hill Wealth Advisors
Virginia
$301K +$288K +1,159 New
FB
863
Fulton Bank
Pennsylvania
$299K -$3.23K -13 -1%
WFP
864
Wrenne Financial Planning
Kentucky
$299K
HH
865
Hilltop Holdings
Texas
$299K +$28.8K +116 +11%
KCM
866
Kathmere Capital Management
Pennsylvania
$299K +$286K +1,153 New
OAS
867
Optivise Advisory Services
Tennessee
$299K +$286K +1,152 New
FIA
868
Foundations Investment Advisors
Arizona
$298K +$22.8K +92 +9%
SWM
869
SeaCrest Wealth Management
New York
$296K +$3.47K +14 +1%
KP
870
Keel Point
Alabama
$292K +$43.9K +177 +21%
GCM
871
Graham Capital Management
Connecticut
$292K +$280K +1,127 New
KIG
872
Kowal Investment Group
Wisconsin
$291K -$13.9K -56 -5%
RBC
873
Roble Belko & Company
Pennsylvania
$291K
EWA
874
EP Wealth Advisors
California
$291K +$48.9K +197 +21%
JCM
875
Jacobi Capital Management
Pennsylvania
$290K +$248 +1 +0.1%

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.