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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
MSV
176
MN Services Vermogensbeheer
Netherlands
$23.4M -$846K -3,000 -3%
AIP
177
ARS Investment Partners
New York
$23.4M -$57.8K -205 -0.2%
Envestnet Portfolio Solutions
178
Envestnet Portfolio Solutions
Illinois
$23.4M -$794K -2,817 -3%
IMCOOI
179
Investment Management Corp of Ontario (IMCO)
Canada
$23.1M -$6.4M -22,700 -22%
State of New Jersey Common Pension Fund D
180
State of New Jersey Common Pension Fund D
New Jersey
$22.8M
PP
181
Prospector Partners
Connecticut
$22.8M +$72.5K +257 +0.3%
Toronto Dominion Bank
182
Toronto Dominion Bank
Ontario, Canada
$22.3M -$9.35M -33,170 -30%
BWP
183
Baldwin Wealth Partners
Massachusetts
$21.9M +$1.06M +3,771 +5%
UCFA
184
United Capital Financial Advisors
Texas
$21.9M -$1.85M -6,574 -8%
BP
185
BNP Paribas
France
$21.5M +$292K +1,034 +1%
EWA
186
Exencial Wealth Advisors
Oklahoma
$21.5M -$103K -366 -0.5%
PAS
187
Professional Advisory Services
Florida
$21.3M -$2M -7,101 -9%
Rafferty Asset Management
188
Rafferty Asset Management
New York
$20.9M -$725K -2,569 -3%
Corient Private Wealth
189
Corient Private Wealth
Florida
$20.8M -$8.24M -29,234 -28%
LKIM
190
Lawson Kroeker Investment Management
Nebraska
$20.6M -$344K -1,218 -2%
State of Tennessee, Department of Treasury
191
State of Tennessee, Department of Treasury
Tennessee
$20.2M -$3.03M -10,744 -13%
Aberdeen Group
192
Aberdeen Group
United Kingdom
$20.1M +$3.52M +12,488 +21%
NPPM
193
North Point Portfolio Managers
Ohio
$19.7M -$139K -493 -0.7%
BA
194
Bristlecone Advisors
Washington
$19.5M +$1.32M +4,688 +7%
GKIM
195
GW&K Investment Management
Massachusetts
$19.1M -$2.56M -9,068 -12%
CWM
196
Congress Wealth Management
Massachusetts
$19M +$369K +1,308 +2%
CI
197
Cooper Investors
Australia
$18.7M -$26.7M -94,560 -59%
Thrivent Financial for Lutherans
198
Thrivent Financial for Lutherans
Minnesota
$18.4M -$1.08M -3,832 -6%
SFA
199
Sequoia Financial Advisors
Ohio
$18.4M +$5.05M +17,894 +38%
CIP
200
Chartwell Investment Partners
Pennsylvania
$18.3M -$180K -639 -1%

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.