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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
ST
876
Spinnaker Trust
Maine
$336K
FHA
877
First Horizon Advisors
Tennessee
$336K +$3.38K +12 +1%
PWM
878
Perigon Wealth Management
California
$335K +$20.6K +73 +7%
FB
879
Fulton Bank
Pennsylvania
$334K +$9.59K +34 +3%
FFO
880
Fiduciary Family Office
Florida
$333K -$697K -2,471 -68%
CA
881
Commerzbank Aktiengesellschaft
Germany
$331K +$99K +351 +43%
IP
882
Ignite Planners
California
$330K +$282 +1 +0.1%
GLA
883
Good Life Advisors
Pennsylvania
$330K +$331K +1,172 New
PA
884
Pinnacle Associates
New York
$330K -$704K -2,497 -63%
BAM
885
Berkshire Asset Management
Pennsylvania
$329K
MPM
886
MBB Public Markets
Illinois
$329K -$3.96M -14,042 -92%
BP
887
Ballentine Partners
Massachusetts
$328K +$22K +78 +7%
GI
888
GAMCO Investors
Connecticut
$327K +$328K +1,163 New
KCM
889
Kathmere Capital Management
Pennsylvania
$327K +$2.82K +10 +0.9%
SG
890
StoneX Group
New York
$327K -$10.2K -36 -3%
MCM
891
Manchester Capital Management
Vermont
$327K +$564 +2 +0.2%
WFP
892
Wrenne Financial Planning
Kentucky
$324K
CFG
893
Citizens Financial Group
Rhode Island
$324K +$325K +1,151 New
HSA
894
HBK Sorce Advisory
Pennsylvania
$320K -$14.7K -52 -4%
SWM
895
SeaCrest Wealth Management
New York
$319K -$1.97K -7 -0.6%
SLWA
896
San Luis Wealth Advisors
California
$319K +$320K +1,135 New
SAI
897
Savvy Advisors Inc
New York
$318K +$66.6K +236 +26%
CIC
898
Carnegie Investment Counsel
Ohio
$317K +$4.79K +17 +2%
TFS
899
Thoroughbred Financial Services
Tennessee
$316K -$28.5K -101 -8%
Federated Hermes
900
Federated Hermes
Pennsylvania
$314K +$49.9K +177 +19%

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.