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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
DLA
976
Douglas Lane & Associates
New York
$231K -$8.46K -30 -4%
KNFPWM
977
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$231K
ESB
978
Essex Savings Bank
Connecticut
$230K +$230K +817 New
GT
979
Glenview Trust
Kentucky
$229K -$6.77K -24 -3%
WA
980
Wealth Architects
California
$228K
C
981
Certuity
Florida
$227K -$21.2K -75 -8%
1IA
982
1620 Investment Advisors
Massachusetts
$227K
BAM
983
BOS Asset Management
Illinois
$227K
BBA
984
Braun-Bostich & Associates
Pennsylvania
$225K -$1.41K -5 -0.6%
FSA
985
Fort Sheridan Advisors
Illinois
$225K
WW
986
Westshore Wealth
California
$225K
IAS
987
Investment Advisory Services
Texas
$225K +$225K +799 New
LP
988
LGL Partners
Pennsylvania
$224K -$1.41K -5 -0.6%
PCP
989
Proficio Capital Partners
Massachusetts
$223K -$18K -64 -7%
BBA
990
Baader Bank Aktiengesellschaft
Germany
$223K +$234K +829 New
9WM
991
9258 Wealth Management
Ohio
$222K +$223K +789 New
PWG
992
Portside Wealth Group
Utah
$222K +$222K +788 New
FWM
993
FFT Wealth Management
Pennsylvania
$221K +$222K +786 New
TPI
994
Trust Point Inc
Wisconsin
$221K +$221K +784 New
HWP
995
Hibernia Wealth Partners
Louisiana
$220K +$2.82K +10 +1%
CPW
996
Crestmont Private Wealth
Texas
$220K +$220K +781 New
LJAC
997
L.J. Altfest & Co
New York
$218K -$11K -39 -5%
SMA
998
Sage Mountain Advisors
Georgia
$217K +$218K +772 New
FAM
999
Formidable Asset Management
Ohio
$216K -$87.7K -311 -29%
PPWM
1000
Paragon Private Wealth Management
Kentucky
$216K +$217K +769 New

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.