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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
BWL
1076
Bogart Wealth LLC
Virginia
$19.5K
HH
1077
HWG Holdings
Texas
$18.4K +$17.6K +71 New
CFO
1078
CVA Family Office
Colorado
$18.2K -$496 -2 -3%
MAM
1079
Meeder Asset Management
Ohio
$17.4K +$2.23K +9 +16%
FMP
1080
Financial Management Professionals
Texas
$16K +$1.49K +6 +11%
AAP
1081
Arax Advisory Partners
Colorado
$16K +$992 +4 +7%
CCA
1082
Criterion Capital Advisors
Tennessee
$15.6K +$11.2K +45 +300%
ADL
1083
Asset Dedication LLC
California
$15K
UCB
1084
United Community Bank
South Carolina
$14.3K
HBW
1085
Hazlett, Burt & Watson
West Virginia
$12K
KFP
1086
Keener Financial Planning
Texas
$12K
PA
1087
Pineridge Advisors
Missouri
$11.4K -$2.44M -9,829 -100%
GFPC
1088
Global Financial Private Client
Florida
$11.2K
MFT
1089
Moisand Fitzgerald Tamayo
Florida
$10.9K
FRA
1090
Front Row Advisors
California
$10.4K -$248 -1 -2%
WIM
1091
Westside Investment Management
California
$10.1K
BIA
1092
Bell Investment Advisors
California
$9.85K
CIA
1093
Cape Investment Advisory
Georgia
$9.85K +$9.43K +38 New
OP
1094
ORG Partners
Indiana
$9.34K +$8.93K +36 New
VNA
1095
Valley National Advisers
Pennsylvania
$9K -$744 -3 -8%
CTC
1096
Cetera Trust Company
Minnesota
$8.82K
Kayne Anderson Rudnick Investment Management
1097
Kayne Anderson Rudnick Investment Management
California
$8.56K
CA
1098
Crewe Advisors
Utah
$8.35K -$11.9K -48 -60%
AWM
1099
Abound Wealth Management
Tennessee
$8.04K -$1.74K -7 -18%
FFC
1100
First Financial Corp
Indiana
$8.04K

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.