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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
GJWM
1001
Gilliland Jeter Wealth Management
Arkansas
$80.4K +$76.9K +310 New
KFS
1002
Kelly Financial Services
Massachusetts
$77.9K +$26.8K +108 +56%
LWANC
1003
Laurel Wealth Advisors (North Carolina)
North Carolina
$77.3K
VWM
1004
Venturi Wealth Management
Texas
$74.7K +$47.1K +190 +194%
NRG
1005
Nemes Rush Group
Michigan
$71.8K
CPBTD
1006
Central Pacific Bank - Trust Division
Hawaii
$71.1K
CPG
1007
Cornerstone Planning Group
New Jersey
$71K -$7.69K -31 -11%
GLR
1008
Great Lakes Retirement
Ohio
$69.8K -$730K -2,942 -92%
BCMLT
1009
Beacon Capital Management LLC (Tennessee)
Tennessee
$68.2K
Loomis, Sayles & Company
1010
Loomis, Sayles & Company
Massachusetts
$66K +$1.49K +6 +2%
HCP
1011
Hexagon Capital Partners
Arkansas
$64.8K -$3.23K -13 -5%
HNB
1012
Hilltop National Bank
Wyoming
$62.5K +$248 +1 +0.4%
EFP
1013
EnRich Financial Partners
Wisconsin
$62K +$59.3K +239 New
RFS
1014
Richardson Financial Services
Massachusetts
$60.9K
TSMHT
1015
Thurston Springer Miller Herd & Titak
Indiana
$56.5K -$239K -962 -82%
DCP
1016
DSM Capital Partners
Florida
$53.4K
TIM
1017
Tortoise Investment Management
New York
$52.2K
BC
1018
Broadwater Capital
Massachusetts
$51.9K
TWD
1019
True Wealth Design
Ohio
$51.9K
FDCP
1020
Foster Dykema Cabot & Partners
Massachusetts
$51.9K +$49.6K +200 New
PSB
1021
Piscataqua Savings Bank
New Hampshire
$51.9K -$3.23K -13 -6%
PAG
1022
Paladin Advisory Group
Iowa
$51.8K
RTC
1023
Riverview Trust Company
Washington
$51.1K
ZB
1024
Zions Bancorporation
Utah
$50.8K +$2.23K +9 +5%
HC
1025
Hoese & Co
Minnesota
$50.7K

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.