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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
VCA
951
Verdence Capital Advisors
Maryland
$262K -$282 -1 -0.1%
MC
952
Moors & Cabot
Massachusetts
$261K +$11K +39 +4%
IAG
953
Investmark Advisory Group
Connecticut
$261K +$282 +1 +0.1%
SGI
954
Summit Global Investments
Utah
$260K +$4.51K +16 +2%
TFA
955
Trinity Financial Advisors
Ohio
$259K
SB
956
Strategic Blueprint
Georgia
$259K -$171K -606 -40%
NB
957
Northwest Bancshares
Pennsylvania
$258K
KFS
958
Kaizen Financial Strategies
California
$255K -$27.9K -99 -10%
CAMG
959
CWA Asset Management Group
Florida
$255K +$255K +905 New
HI
960
Harbour Investments
Wisconsin
$249K +$564 +2 +0.2%
GWANC
961
Guardian Wealth Advisors (North Carolina)
North Carolina
$247K -$3.67K -13 -1%
AWM
962
Ariadne Wealth Management
California
$246K +$239K +848 New
PP
963
PDS Planning
Ohio
$246K +$17.2K +61 +7%
STA
964
Summit Trail Advisors
New York
$246K +$20.6K +73 +9%
KWM
965
Kingsview Wealth Management
Oregon
$243K +$243K +863 New
EB
966
Eastern Bank
Massachusetts
$242K +$243K +861 New
WBC
967
West Branch Capital
Massachusetts
$241K -$47.7K -169 -16%
WB
968
WesBanco Bank
West Virginia
$241K -$7.62K -27 -3%
PPW
969
Parcion Private Wealth
Washington
$241K +$241K +855 New
JSL
970
JT Stratford LLC
Georgia
$240K +$7.05K +25 +3%
BIAS
971
Beacon Investment Advisory Services
New Jersey
$239K -$199K -707 -45%
LAM
972
L2 Asset Management
Massachusetts
$239K +$8.18K +29 +4%
AWM
973
Angeles Wealth Management
California
$238K +$239K +847 New
LC
974
Lindbrook Capital
California
$234K +$6.2K +22 +3%
CFP
975
Catalyst Financial Partners
Massachusetts
$234K +$7.05K +25 +3%

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.