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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
JFGIW
1126
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.89K +$3.72K +15 New
AFG
1127
Albion Financial Group
Utah
$3.37K
CMBA
1128
C.M. Bidwell & Associates
Hawaii
$3.11K
FW
1129
Fairway Wealth
Ohio
$2.85K +$2.73K +11 New
HWP
1130
Highline Wealth Partners
California
$2.85K +$2.73K +11 New
LIA
1131
Lynx Investment Advisory
District of Columbia
$2.59K +$2.48K +10 New
UWS
1132
Unique Wealth Strategies
Illinois
$2.5K +$2.48K +10 New
OCM
1133
Orion Capital Management
California
$1.81K
PWA
1134
Provenance Wealth Advisors
Florida
$1.81K
RWMG
1135
Redwood Wealth Management Group
New Jersey
$1.81K +$1.74K +7 New
LIM
1136
Longfellow Investment Management
Massachusetts
$1.56K
TFM
1137
TFC Financial Management
Massachusetts
$1.56K
FIA
1138
FPC Investment Advisory
California
$1.36K
HFS
1139
Horizon Financial Services
North Carolina
$1.3K
RAM
1140
Riggs Asset Management
Pennsylvania
$1.3K +$744 +3 +150%
GIA
1141
GHP Investment Advisors
Colorado
$1.3K +$1.24K +5 New
ECM
1142
Everence Capital Management
Indiana
$1.06K
CWC
1143
Carolinas Wealth Consulting
North Carolina
$1.04K
SFCL
1144
Strengthening Families & Communities LLC
Massachusetts
$1K +$744 +3 New
PI
1145
PEAK6 Investments
Illinois
$698 +$248 +1 +50%
FGAM
1146
Financial Gravity Asset Management
Texas
$519 -$3.47K -14 -88%
WA
1147
WestEnd Advisors
North Carolina
$259
YDMI
1148
Y.D. More Investments
Israel
$79 +$28.5K +115 New
DWM
1149
Dogwood Wealth Management
Kansas
$6
OIAM
1150
OFI Invest Asset Management
France
-$32M -138,292 Closed

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.