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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
RSWM
1001
Robertson Stephens Wealth Management
California
$216K +$217K +768 New
ET
1002
Equitable Trust
Tennessee
$214K +$215K +762 New
VT
1003
Vise Technologies
New York
$213K +$213K +757 New
MCM
1004
Morton Capital Management
California
$211K +$212K +750 New
GFP
1005
Gryphon Financial Partners
Ohio
$208K +$208K +738 New
TC
1006
Trust Company
Kansas
$207K
RPWA
1007
Regent Peak Wealth Advisors
Georgia
$207K +$208K +737 New
Jones Financial Companies
1008
Jones Financial Companies
Missouri
$207K +$164K +580 +360%
WTB
1009
Washington Trust Bank
Washington
$207K +$208K +736 New
ECM
1010
Evergreen Capital Management
Washington
$206K +$206K +732 New
AA
1011
AlphaCentric Advisors
Puerto Rico
$206K -$14.7K -52 -7%
AMBIA
1012
Allen Mooney & Barnes Investment Advisors
Georgia
$204K +$205K +726 New
AL
1013
Aspiriant LLC
California
$204K -$28.2K -100 -12%
ONB
1014
Old National Bancorp
Indiana
$203K -$15.5K -55 -7%
PK
1015
Pflug Koory
Nebraska
$189K +$190K +673 New
NS
1016
NBC Securities
Alabama
$187K -$1.13K -4 -0.6%
OCM
1017
Osterweis Capital Management
California
$185K -$28.2K -100 -13%
Acadian Asset Management
1018
Acadian Asset Management
Massachusetts
$179K -$1.7M -6,039 -90%
QL
1019
Quarry LP
New York
$178K +$147K +523 +475%
HPC
1020
HM Payson & Co
Maine
$173K +$1.13K +4 +0.7%
AA
1021
Alta Advisers
United Kingdom
$169K
GCM
1022
Gables Capital Management
Florida
$163K
RMC
1023
Resources Management Corp
Connecticut
$163K -$14.1K -50 -8%
AP
1024
Atwood & Palmer
Missouri
$156K
LI
1025
LRI Investments
Florida
$153K

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.