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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
AA
976
Alta Advisers
United Kingdom
$156K
GCM
977
Gables Capital Management
Florida
$150K
AP
978
Atwood & Palmer
Missouri
$144K
KFI
979
Key Financial Inc
Pennsylvania
$141K
CFFP
980
Center for Financial Planning
Michigan
$139K
LI
981
LRI Investments
Florida
$135K +$129K +520 New
CWM
982
CarsonAllaria Wealth Management
Illinois
$129K +$248 +1 +0.2%
CH
983
Cromwell Holdings
Wyoming
$128K +$122K +493 New
VF
984
VitalStone Financial
Texas
$123K +$7.69K +31 +7%
CCC
985
Chelsea Counsel Company
California
$123K
TCM
986
TruNorth Capital Management
Michigan
$121K +$116K +468 New
LS
987
Livforsakringsbolaget Skandia
Sweden
$120K
CYG
988
Clean Yield Group
Vermont
$117K
MWM
989
Mascoma Wealth Management
New Hampshire
$113K +$98K +395 +963%
PFBT
990
Parkside Financial Bank & Trust
Missouri
$109K +$3.47K +14 +3%
BSB
991
Bangor Savings Bank
Maine
$107K
LFASL
992
Lugano Financial Advisors SA (LFA)
Switzerland
$102K
FNWA
993
Financial Network Wealth Advisors
Utah
$102K +$97K +391 New
LFG
994
Larson Financial Group
Missouri
$96.8K +$26.8K +108 +41%
AF
995
Advisornet Financial
Minnesota
$95.2K -$10.2K -41 -10%
DMBA
996
Deseret Mutual Benefit Administrators
Utah
$89.2K
PB
997
Pinnacle Bancorp
Nebraska
$88.9K
LFA
998
LGT Financial Advisors
Texas
$88.2K +$79.1K +319 +1,519%
T
999
TOBAM
France
$84K -$107K -430 -57%
MHR
1000
Matthew Hamilton Rosenberg
$84K

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.