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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
PCM
901
Penserra Capital Management
California
$264K +$3.47K +14 +1%
AFG
902
Atomi Financial Group
New York
$262K +$49.6K +200 +25%
VAG
903
VisionPoint Advisory Group
Texas
$262K +$55.8K +225 +29%
SAM
904
Smartleaf Asset Management
Massachusetts
$260K +$44.4K +179 +22%
CGL
905
Clarius Group LLC
Washington
$260K -$13.6K -55 -5%
RC
906
RBF Capital
California
$259K
RFG
907
RFP Financial Group
Georgia
$259K
TFA
908
Trinity Financial Advisors
Ohio
$259K
LWM
909
LongView Wealth Management
Georgia
$259K
GC
910
Garde Capital
Washington
$259K
MPWT
911
MassMutual Private Wealth & Trust
Connecticut
$259K +$47.9K +193 +24%
GBT
912
Grove Bank & Trust
Florida
$258K
MIS
913
Morningstar Investment Services
Illinois
$254K +$25.8K +104 +12%
AC
914
Avestar Capital
New York
$254K +$31.3K +126 +15%
CAM
915
Carret Asset Management
New York
$253K
PWMAG
916
Pinnacle Wealth Management Advisory Group
New Jersey
$253K -$16.9K -68 -7%
SIG
917
Stonegate Investment Group
Alabama
$252K +$241K +973 New
KA
918
KLCM Advisors
Wisconsin
$250K +$24.8K +100 +12%
PIA
919
Perennial Investment Advisors
California
$250K +$28K +113 +13%
JWCA
920
J.W. Cole Advisors
Florida
$249K -$5.71K -23 -2%
NAS
921
Nicolet Advisory Services
Wisconsin
$247K +$229K +922 New
BIG
922
Brooklyn Investment Group
New York
$246K
Federated Hermes
923
Federated Hermes
Pennsylvania
$244K -$4.41M -17,787 -95%
VCA
924
Verdence Capital Advisors
Maryland
$242K -$4.96K -20 -2%
SIM
925
Sentry Investment Management
Wisconsin
$242K -$47.6K -192 -17%

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.