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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
OC
1101
Oarsman Capital
Wisconsin
$34.9K +$35K +124 New
AGWCA
1102
Annis Gardner Whiting Capital Advisors
Florida
$34.3K -$564 -2 -2%
FMII
1103
Farmers & Merchants Investments Inc
Nebraska
$34.3K
LFA
1104
LGT Financial Advisors
Texas
$33.5K -$62.3K -221 -65%
RA
1105
Rise Advisors
New York
$31.7K
CIAS
1106
CBIZ Investment Advisory Services
Ohio
$31.4K -$282 -1 -0.9%
DPW
1107
DiNuzzo Private Wealth
Pennsylvania
$31K
SOW
1108
State of Wyoming
Wyoming
$30.7K -$5.08K -18 -14%
PPA
1109
Painted Porch Advisors
California
$30.1K
OAJ
1110
Ogorek Anthony Joseph
New York
$30K
WWP
1111
WR Wealth Planners
Missouri
$29K +$5.64K +20 +24%
RS
1112
Rakuten Securities
Japan
$28.7K +$24.5K +87 +580%
DCM
1113
Disciplina Capital Management
Tennessee
$28.4K -$13K -46 -31%
MSFP
1114
Mark Sheptoff Financial Planning
Connecticut
$28.1K
POIA
1115
Pin Oak Investment Advisors
Texas
$28K +$24.5K +87 +544%
EPW
1116
Evergreen Private Wealth
Colorado
$27K
TFGT
1117
TS Financial Group (TSFG)
Illinois
$27K
C
1118
Covestor
United Kingdom
$27K +$282 +1 +1%
FCA
1119
FinTrust Capital Advisors
South Carolina
$26.2K
SIS
1120
Strategic Investment Solutions
Illinois
$26.2K
CAM
1121
Creekmur Asset Management
Illinois
$25.2K -$4.79K -17 -16%
JWA
1122
JFS Wealth Advisors
Pennsylvania
$23.1K +$564 +2 +3%
CFO
1123
CVA Family Office
Colorado
$21.9K +$2.26K +8 +11%
BWL
1124
Bogart Wealth LLC
Virginia
$21.2K
PS
1125
Planned Solutions
California
$20.8K +$20.9K +74 New

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.