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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
SIC
1051
SJS Investment Consulting
Ohio
$32.9K
VCM
1052
Versant Capital Management
Arizona
$32.9K -$4.96K -20 -14%
SOW
1053
State of Wyoming
Wyoming
$32.9K -$1.74K -7 -5%
AGWCA
1054
Annis Gardner Whiting Capital Advisors
Florida
$32.2K +$1.24K +5 +4%
FMII
1055
Farmers & Merchants Investments Inc
Nebraska
$31.6K
BHWM
1056
Beaird Harris Wealth Management
Texas
$29.3K -$496 -2 -2%
RA
1057
Rise Advisors
New York
$29.2K +$248 +1 +0.9%
LSA
1058
Leonteq Securities AG
Switzerland
$29K +$18.6K +75 +203%
CIAS
1059
CBIZ Investment Advisory Services
Ohio
$28.9K +$248 +1 +0.9%
DPW
1060
DiNuzzo Private Wealth
Pennsylvania
$28.5K +$12.9K +52 +90%
QL
1061
Quarry LP
New York
$28.5K +$27.3K +110 New
OAJ
1062
Ogorek Anthony Joseph
New York
$28K
CAM
1063
Creekmur Asset Management
Illinois
$27.8K
PPA
1064
Painted Porch Advisors
California
$27.7K +$26.5K +107 New
LWCFA
1065
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27.6K
SIS
1066
Strategic Investment Solutions
Illinois
$26.4K +$23.1K +93 New
MSFP
1067
Mark Sheptoff Financial Planning
Connecticut
$25.9K +$24.8K +100 New
C
1068
Covestor
United Kingdom
$25K -$25.1K -101 -52%
TFGT
1069
TS Financial Group (TSFG)
Illinois
$25K
EPW
1070
Evergreen Private Wealth
Colorado
$24.9K
FCA
1071
FinTrust Capital Advisors
South Carolina
$24.1K
QC
1072
Quent Capital
New York
$23.4K +$1.74K +7 +8%
WWP
1073
WR Wealth Planners
Missouri
$21.5K +$1.24K +5 +6%
AS
1074
Altshuler Shaham
Israel
$21K +$20.1K +81 New
JWA
1075
JFS Wealth Advisors
Pennsylvania
$20.7K -$10.9K -44 -35%

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.