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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
PP
851
Paloma Partners
Connecticut
$387K -$244K -866 -39%
SW
852
SteelPeak Wealth
California
$386K +$74.7K +265 +24%
WWM
853
Western Wealth Management
Colorado
$385K +$16.6K +59 +5%
VFA
854
Valeo Financial Advisors
Indiana
$385K +$2.26K +8 +0.6%
JSW
855
Journey Strategic Wealth
New Jersey
$381K +$18.6K +66 +5%
ACG
856
Allen Capital Group
Nebraska
$376K +$13K +46 +4%
CI
857
Conning Inc
Connecticut
$375K -$1.41K -5 -0.4%
AFG
858
Atomi Financial Group
New York
$371K +$87.1K +309 +31%
AA
859
Advisory Alpha
Michigan
$366K +$125K +443 +52%
AM
860
AGF Management
Ontario, Canada
$366K +$367K +1,302 New
SRC
861
Shufro Rose & Co
New York
$363K
SWA
862
Stratos Wealth Advisors
Ohio
$363K +$18.9K +67 +5%
SCM
863
Shelton Capital Management
Colorado
$353K
CB
864
Cadence Bank
Mississippi
$352K -$25.7K -91 -7%
VAG
865
VisionPoint Advisory Group
Texas
$352K +$68.5K +243 +24%
RMCM
866
Reynders McVeigh Capital Management
Massachusetts
$352K -$14.1K -50 -4%
WIC
867
Wilkins Investment Counsel
Massachusetts
$352K
WFI
868
West Family Investments
California
$351K +$6.49K +23 +2%
SP
869
Successful Portfolios
Florida
$350K -$564 -2 -0.2%
OAM
870
Oxford Asset Management
United Kingdom
$349K +$350K +1,240 New
SPWG
871
Syntegra Private Wealth Group
Missouri
$344K
SSB
872
Sandy Spring Bank
Maryland
$341K
WBC
873
Westpac Banking Corp
Australia
$341K
PPC
874
Park Place Capital
Alabama
$340K -$66K -234 -16%
CCM
875
Carderock Capital Management
Maryland
$338K

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.