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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
MAM
1126
Meeder Asset Management
Ohio
$20.5K +$1.69K +6 +9%
AS
1127
Altshuler Shaham
Israel
$20.3K -$2.54K -9 -11%
FMP
1128
Financial Management Professionals
Texas
$19K +$1.41K +5 +8%
GFPC
1129
Global Financial Private Client
Florida
$17.2K +$5.08K +18 +42%
AAP
1130
Arax Advisory Partners
Colorado
$17K -$282 -1 -2%
NAAA
1131
New Age Alpha Advisors
New York
$16.9K +$16.9K +60 New
ADL
1132
Asset Dedication LLC
California
$16.3K
TC
1133
Truvestments Capital
Florida
$15.8K +$15.8K +56 New
CCA
1134
Criterion Capital Advisors
Tennessee
$15.6K
CAL
1135
Capital Analysts LLC
Pennsylvania
$15K +$7.62K +27 +96%
HBW
1136
Hazlett, Burt & Watson
West Virginia
$13K
KFP
1137
Keener Financial Planning
Texas
$13K
GAM
1138
Groupama Asset Management
France
$12K +$14.9K +53 New
MFT
1139
Moisand Fitzgerald Tamayo
Florida
$11.8K
AWM
1140
Abound Wealth Management
Tennessee
$11.8K +$3.1K +11 +35%
BHWM
1141
Beaird Harris Wealth Management
Texas
$11.5K -$20.3K -72 -64%
HWM
1142
Hemington Wealth Management
Virginia
$11K +$11.8K +42 New
WIM
1143
Westside Investment Management
California
$11K
CIA
1144
Cape Investment Advisory
Georgia
$10.7K
JFGIW
1145
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.4K +$6.2K +22 +147%
CA
1146
Crewe Advisors
Utah
$9.64K +$564 +2 +6%
CTC
1147
Cetera Trust Company
Minnesota
$9.57K
Kayne Anderson Rudnick Investment Management
1148
Kayne Anderson Rudnick Investment Management
California
$9.29K
BIA
1149
Bell Investment Advisors
California
$9K -$1.69K -6 -16%
FFC
1150
First Financial Corp
Indiana
$8.72K

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.