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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
BGAI
1076
Bruce G. Allen Investments
Colorado
$50.9K +$1.13K +4 +2%
DAM
1077
Delta Asset Management
Tennessee
$47.8K
SCA
1078
Stuart Chaussee & Associates
California
$45.6K
GA
1079
GoalVest Advisory
New York
$45K
HCM
1080
Hollencrest Capital Management
California
$43.9K +$6.49K +23 +17%
LWCFA
1081
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$43.7K +$13.8K +49 +48%
HGA
1082
Hobbs Group Advisors
South Carolina
$43.7K
IFS
1083
Intelligent Financial Strategies
Minnesota
$43.3K
LSA
1084
Leonteq Securities AG
Switzerland
$43.3K +$11.8K +42 +38%
DIP
1085
DT Investment Partners
Pennsylvania
$42.8K
EWP
1086
Elevation Wealth Partners
California
$42.5K -$2.26K -8 -5%
CSB
1087
City State Bank
Iowa
$42.2K
PSB
1088
Piscataqua Savings Bank
New Hampshire
$42.2K -$14.1K -50 -25%
RWM
1089
Ruedi Wealth Management
Illinois
$41.4K -$564 -2 -1%
SNB
1090
Security National Bank
Nebraska
$40.8K
VWM
1091
Valley Wealth Managers
New Jersey
$40.2K
RFG
1092
REAP Financial Group
Texas
$39.9K -$846 -3 -2%
TCG
1093
Transcendent Capital Group
Oklahoma
$39.4K
MCM
1094
MV Capital Management
Maryland
$38.5K
PWMG
1095
Prestige Wealth Management Group
New Jersey
$38K
GEA
1096
Glen Eagle Advisors
New Jersey
$36.6K
FFO
1097
Fortitude Family Office
Arizona
$36.3K +$29.9K +106 +461%
CNBT
1098
Cornerstone National Bank & Trust
Illinois
$36.3K +$36.4K +129 New
SIC
1099
SJS Investment Consulting
Ohio
$35.7K
VCM
1100
Versant Capital Management
Arizona
$35.7K

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.