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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
SP
1226
Symmetry Partners
Connecticut
-$338K -1,303 Closed
WF
1227
Wayfinding Financial
Washington
-$318K -1,226 Closed
CPC
1228
Consolidated Planning Corp
Georgia
-$309K -1,192 Closed
OHWA
1229
Oak Hill Wealth Advisors
Virginia
-$327K -1,159 Closed
GCM
1230
Graham Capital Management
Connecticut
-$292K -1,127 Closed
CCP
1231
Clarity Capital Partners
California
-$269K -1,036 Closed
EP
1232
Edgestream Partners
New Jersey
-$265K -1,021 Closed
DC
1233
Diametric Capital
Massachusetts
-$226K -871 Closed
MHS
1234
M Holdings Securities
Oregon
-$226K -871 Closed
TI
1235
Truepoint Inc
Ohio
-$212K -818 Closed
LFAS
1236
Level Four Advisory Services
Texas
-$206K -795 Closed
NG
1237
Norden Group
Utah
-$201K -775 Closed
OWA
1238
Opal Wealth Advisors
New York
-$164K -633 Closed
KFS
1239
Kelly Financial Services
Massachusetts
-$77.9K -300 Closed
GLR
1240
Great Lakes Retirement
Ohio
-$69.8K -269 Closed
FDCP
1241
Foster Dykema Cabot & Partners
Massachusetts
-$51.9K -200 Closed
TWD
1242
True Wealth Design
Ohio
-$51.9K -200 Closed
ATPW
1243
Ashton Thomas Private Wealth
Arizona
-$39.2K -151 Closed
LCM
1244
Logan Capital Management
Pennsylvania
-$36.3K -140 Closed
HH
1245
HWG Holdings
Texas
-$18.4K -71 Closed
UCB
1246
United Community Bank
South Carolina
-$14.3K -55 Closed
FRA
1247
Front Row Advisors
California
-$10.4K -40 Closed
OP
1248
ORG Partners
Indiana
-$9.34K -36 Closed
VNA
1249
Valley National Advisers
Pennsylvania
-$9K -36 Closed
CP
1250
Castleview Partners
Texas
-$7.52K -29 Closed

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.