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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
CWM
901
Cahaba Wealth Management
Georgia
$314K
FIA
902
Foundations Investment Advisors
Arizona
$314K -$9.31K -33 -3%
AWA
903
Arkadios Wealth Advisors
Georgia
$312K +$1.69K +6 +0.5%
EM
904
Excalibur Management
Massachusetts
$312K
CHC
905
City Holding Co
West Virginia
$311K
JIC
906
Johnson Investment Counsel
Ohio
$311K +$85.7K +304 +38%
SIG
907
Stonegate Investment Group
Alabama
$310K +$36.4K +129 +13%
RBC
908
Roble Belko & Company
Pennsylvania
$310K -$5.92K -21 -2%
HAS
909
HBW Advisory Services
California
$309K +$310K +1,100 New
MIS
910
Morningstar Investment Services
Illinois
$309K +$35.5K +126 +13%
KIA
911
KCM Investment Advisors
California
$305K -$7.05K -25 -2%
Los Angeles Capital Management
912
Los Angeles Capital Management
California
$304K
PA
913
Prossimo Advisors
California
$304K
KIG
914
Kowal Investment Group
Wisconsin
$303K -$12.4K -44 -4%
SCP
915
Sivia Capital Partners
California
$298K -$282 -1 -0.1%
AC
916
ASB Consultores
Florida
$298K +$2.26K +8 +0.8%
LSAG
917
Lake Street Advisors Group
New Hampshire
$297K +$4.51K +16 +2%
CCIA
918
Cherry Creek Investment Advisors
Colorado
$295K +$846 +3 +0.3%
FBFS
919
First Business Financial Services
Wisconsin
$295K +$2.82K +10 +1%
SIM
920
Sentry Investment Management
Wisconsin
$293K +$30.2K +107 +11%
JCM
921
Jacobi Capital Management
Pennsylvania
$292K -$22.8K -81 -7%
AC
922
Avestar Capital
New York
$291K +$16.1K +57 +6%
CAI
923
Capital Advisors Inc
Oklahoma
$290K -$5.64K -20 -2%
PCM
924
Penserra Capital Management
California
$288K +$3.38K +12 +1%
ONSWM
925
Old North State Wealth Management
North Carolina
$287K +$287K +1,018 New

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.