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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
NAS
926
Nicolet Advisory Services
Wisconsin
$285K +$21.2K +75 +8%
TF
927
Trek Financial
Arizona
$285K -$19.7K -70 -6%
DFCM
928
Dark Forest Capital Management
Puerto Rico
$285K +$286K +1,013 New
MPWT
929
MassMutual Private Wealth & Trust
Connecticut
$284K +$3.38K +12 +1%
BIG
930
Brooklyn Investment Group
New York
$284K +$4.23K +15 +2%
JFG
931
Jefferies Financial Group
New York
$283K -$666K -2,360 -70%
LWM
932
LongView Wealth Management
Georgia
$282K +$564 +2 +0.2%
AWM
933
Avior Wealth Management
Nebraska
$281K -$9.87K -35 -3%
RC
934
RBF Capital
California
$281K
RFG
935
RFP Financial Group
Georgia
$281K
GC
936
Garde Capital
Washington
$281K
KP
937
Keel Point
Alabama
$281K -$12.1K -43 -4%
GBT
938
Grove Bank & Trust
Florida
$280K
Kovitz Investment Group Partners
939
Kovitz Investment Group Partners
Illinois
$279K +$3.28M +11,622 New
OAS
940
Optivise Advisory Services
Tennessee
$278K -$46.3K -164 -14%
PWMAG
941
Pinnacle Wealth Management Advisory Group
New Jersey
$276K +$1.69K +6 +0.6%
CAM
942
Carret Asset Management
New York
$274K
LFA
943
Legacy Financial Advisors
Kentucky
$274K +$17.8K +63 +7%
EMAM
944
Encompass More Asset Management
California
$273K +$11.6K +41 +4%
JWCA
945
J.W. Cole Advisors
Florida
$272K +$1.41K +5 +0.5%
KA
946
KLCM Advisors
Wisconsin
$272K
IWM
947
IHT Wealth Management
Illinois
$272K +$272K +964 New
PIA
948
Perennial Investment Advisors
California
$271K
BJL
949
Brighton Jones LLC
Washington
$266K +$38.1K +135 +17%
CGL
950
Clarius Group LLC
Washington
$264K -$16.4K -58 -6%

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.