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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
BJL
951
Brighton Jones LLC
Washington
$210K +$201K +811 New
WA
952
Wealth Architects
California
$210K
LC
953
Lindbrook Capital
California
$210K +$11.7K +47 +6%
1IA
954
1620 Investment Advisors
Massachusetts
$210K
BAM
955
BOS Asset Management
Illinois
$210K
BBA
956
Braun-Bostich & Associates
Pennsylvania
$209K -$89.1K -359 -31%
CFP
957
Catalyst Financial Partners
Massachusetts
$209K +$200K +805 New
LP
958
LGL Partners
Pennsylvania
$208K +$199K +802 New
STA
959
Summit Trail Advisors
New York
$208K +$199K +801 New
JIC
960
Johnson Investment Counsel
Ohio
$208K +$199K +801 New
WW
961
Westshore Wealth
California
$207K -$24.8K -100 -11%
FSA
962
Fort Sheridan Advisors
Illinois
$207K
LFAS
963
Level Four Advisory Services
Texas
$206K +$197K +795 New
AA
964
AlphaCentric Advisors
Puerto Rico
$203K +$1.49K +6 +0.8%
ONB
965
Old National Bancorp
Indiana
$201K +$192K +775 New
NG
966
Norden Group
Utah
$201K +$192K +775 New
IAIM
967
International Assets Investment Management
Florida
$201K +$192K +774 New
HWP
968
Hibernia Wealth Partners
Louisiana
$200K +$192K +772 New
OCM
969
Osterweis Capital Management
California
$196K
WOC
970
West Oak Capital
California
$196K
TC
971
Trust Company
Kansas
$191K
NS
972
NBC Securities
Alabama
$173K +$33K +133 +25%
OWA
973
Opal Wealth Advisors
New York
$164K -$127K -512 -45%
RMC
974
Resources Management Corp
Connecticut
$163K -$19.4K -78 -11%
HPC
975
HM Payson & Co
Maine
$158K

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.