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Arthur J. Gallagher & Co
AJG

Overview Fund Activity

1,141 hedge funds and large institutions have $49B invested in Arthur J. Gallagher & Co in 2024 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 455 increasing their positions, 381 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+21
Holders Change %
+1.88%
% of All Funds
16.6%
Holding in Top 10
41
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.5%
% of All Funds
0.6%
New
113
Increased
455
Reduced
381
Closed
77
Calls
$160M
Puts
$102M
Net Calls
+$58.4M
Net Calls Change
+$9.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.04B
2
Capital World Investors
2
Capital World Investors
California
$1.51B
3
Morgan Stanley
3
Morgan Stanley
New York
$1.82B
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$271M
5
SFFS
5
Stonehage Fleming Financial Services
Jersey
$167M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$2.64B
2
Boston Partners
2
Boston Partners
Massachusetts
$232M
3
Barclays
3
Barclays
United Kingdom
$157M
4
CI
4
Cooper Investors
Australia
$41.8M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBA
951
Braun-Bostich & Associates
Pennsylvania
$209K -$93.1K -359 -31%
CFP
952
Catalyst Financial Partners
Massachusetts
$209K +$209K +805 New
LP
953
LGL Partners
Pennsylvania
$208K +$208K +802 New
STA
954
Summit Trail Advisors
New York
$208K +$208K +801 New
JIC
955
Johnson Investment Counsel
Ohio
$208K +$208K +801 New
WW
956
Westshore Wealth
California
$207K -$25.9K -100 -11%
FSA
957
Fort Sheridan Advisors
Illinois
$207K – – –
LFAS
958
Level Four Advisory Services
Texas
$206K +$206K +795 New
AA
959
AlphaCentric Advisors
Puerto Rico
$203K +$1.56K +6 +0.8%
ONB
960
Old National Bancorp
Indiana
$201K +$201K +775 New
NG
961
Norden Group
Utah
$201K +$201K +775 New
IAIM
962
International Assets Investment Management
Florida
$201K +$201K +774 New
HWP
963
Hibernia Wealth Partners
Louisiana
$200K +$200K +772 New
OCM
964
Osterweis Capital Management
California
$196K – – –
WOC
965
West Oak Capital
California
$196K – – –
TC
966
Trust Company
Kansas
$191K – – –
NS
967
NBC Securities
Alabama
$173K +$34.3K +133 +25%
OWA
968
Opal Wealth Advisors
New York
$164K -$133K -512 -45%
RMC
969
Resources Management Corp
Connecticut
$163K -$20.2K -78 -11%
HPC
970
HM Payson & Co
Maine
$158K – – –
AA
971
Alta Advisers
United Kingdom
$156K – – –
GCM
972
Gables Capital Management
Florida
$150K – – –
AP
973
Atwood & Palmer
Missouri
$144K – – –
KFI
974
Key Financial Inc
Pennsylvania
$141K – – –
CFFP
975
Center for Financial Planning
Michigan
$139K – – –
37 38
39
40 41