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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
NIC
1151
Northwest Investment Counselors
Oregon
$8.44K +$8.46K +30 New
WT
1152
Washington Trust
Rhode Island
$7.67K +$282 +1 +4%
S
1153
Sachetta
Massachusetts
$7.6K
PA
1154
Pineridge Advisors
Missouri
$7.05K -$5.36K -19 -43%
SIC
1155
Salem Investment Counselors
North Carolina
$7.04K +$2.82K +10 +67%
HWM
1156
HighMark Wealth Management
Minnesota
$7.03K -$846 -3 -11%
AA
1157
Addison Advisors
Vermont
$6.75K
AP
1158
Aspect Partners
Virginia
$6.75K
CAL
1159
Capital Advisors Ltd
Ohio
$6K +$564 +2 +11%
GGI
1160
Godsey & Gibb Inc
Virginia
$5.63K
SC
1161
Solstein Capital
California
$5.63K
SIS
1162
Sound Income Strategies
Florida
$5.63K +$5.64K +20 New
FIM
1163
FWL Investment Management
Texas
$5.35K +$5.36K +19 New
EBA
1164
Eagle Bay Advisors
New York
$5.32K -$282 -1 -5%
VWA
1165
Valued Wealth Advisors
Utah
$5.07K +$564 +2 +13%
PWMG
1166
Private Wealth Management Group
New Jersey
$4.5K +$282 +1 +7%
CA
1167
Claris Advisors
Missouri
$4.5K +$4.51K +16 New
DF
1168
Dunhill Financial
United Kingdom
$4.47K
CAC
1169
Core Alternative Capital
Georgia
$4.22K
RWA
1170
Redmont Wealth Advisors
Illinois
$4.22K
AW
1171
Avion Wealth
Texas
$4K
CPA
1172
Capital Performance Advisors
California
$3.98K +$3.95K +14 New
HWP
1173
Highline Wealth Partners
California
$3.94K +$846 +3 +27%
AFG
1174
Albion Financial Group
Utah
$3.66K
CMBA
1175
C.M. Bidwell & Associates
Hawaii
$3.38K

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.