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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
EWM
1201
Empirical Wealth Management
Washington
-$230K -920 Closed
PCH
1202
PGIM Custom Harvest
New Jersey
-$225K -898 Closed
Koshinski Asset Management
1203
Koshinski Asset Management
Illinois
-$213K -852 Closed
WTB
1204
Washington Trust Bank
Washington
-$208K -833 Closed
PFM
1205
Patton Fund Management
Texas
-$204K -815 Closed
VC
1206
Vicus Capital
Pennsylvania
-$204K -814 Closed
Walleye Trading
1207
Walleye Trading
New York
-$139K -560 Closed
Simplex Trading
1208
Simplex Trading
Illinois
-$108K -435 Closed
GAM
1209
Groupama Asset Management
France
-$78.8K -315 Closed
FSWA
1210
Financial Synergies Wealth Advisors
Texas
-$68K -272 Closed
CLOS
1211
Compagnie Lombard Odier SCmA
Switzerland
-$38.5K -154 Closed
HT
1212
Headlands Technologies
Illinois
-$20K -80 Closed
CA
1213
CoreCap Advisors
Michigan
-$14.3K -57 Closed
CJ
1214
Caitlin John
Michigan
-$10.5K -42 Closed
WIA
1215
Wetzel Investment Advisors
Indiana
-$6.32K -27 Closed
NIC
1216
Northwest Investment Counselors
Oregon
-$6.5K -26 Closed
SC
1217
SouthState Corp
Florida
-$6K -24 Closed
ACA
1218
American Capital Advisory
Idaho
-$4.4K -23 Closed
CCM
1219
Chilton Capital Management
Texas
-$5.75K -23 Closed
PCWA
1220
Pacific Capital Wealth Advisors
California
-$5.5K -22 Closed
NFSG
1221
Newbridge Financial Services Group
Florida
-$4K -16 Closed
CBT
1222
CoreFirst Bank & Trust
Kansas
-$3K -12 Closed
SSG
1223
Summit Securities Group
New York
-$3K -10 Closed
IPW
1224
Impact Partnership Wealth
Georgia
-$2.25K -9 Closed
FPF
1225
First Pacific Financial
Washington
-$1.75K -7 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.