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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
PWM
876
Perigon Wealth Management
California
$290K -$21.8K -88 -7%
CWM
877
Cahaba Wealth Management
Georgia
$290K -$45.6K -184 -14%
CIC
878
Carnegie Investment Counsel
Ohio
$288K -$11.2K -45 -4%
EM
879
Excalibur Management
Massachusetts
$288K
KIA
880
KCM Investment Advisors
California
$288K
SW
881
SteelPeak Wealth
California
$287K -$11.2K -45 -4%
CHC
882
City Holding Co
West Virginia
$287K
AWA
883
Arkadios Wealth Advisors
Georgia
$286K +$33.7K +136 +14%
KFS
884
Kaizen Financial Strategies
California
$286K +$496 +2 +0.2%
BP
885
Ballentine Partners
Massachusetts
$282K +$54.1K +218 +25%
TF
886
Trek Financial
Arizona
$281K -$7.69K -31 -3%
Los Angeles Capital Management
887
Los Angeles Capital Management
California
$280K
FAM
888
Formidable Asset Management
Ohio
$280K +$2.73K +11 +1%
PA
889
Prossimo Advisors
California
$280K +$268K +1,080 New
BTI
890
Blue Trust Inc
Georgia
$277K +$122K +493 +80%
SCP
891
Sivia Capital Partners
California
$275K +$263K +1,061 New
AC
892
ASB Consultores
Florida
$272K -$78.4K -316 -23%
CAI
893
Capital Advisors Inc
Oklahoma
$272K -$8.93K -36 -3%
CCIA
894
Cherry Creek Investment Advisors
Colorado
$271K +$496 +2 +0.2%
LSAG
895
Lake Street Advisors Group
New Hampshire
$269K +$7.94K +32 +3%
AWM
896
Avior Wealth Management
Nebraska
$269K -$61K -246 -19%
FBFS
897
First Business Financial Services
Wisconsin
$269K -$62K -250 -19%
CCP
898
Clarity Capital Partners
California
$269K +$257K +1,036 New
WBC
899
West Branch Capital
Massachusetts
$266K
EP
900
Edgestream Partners
New Jersey
$265K -$2.33M -9,395 -90%

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.