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1,181 hedge funds and large institutions have $23.3B invested in Aflac in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 406 increasing their positions, 428 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

27% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 71

0.7% more ownership

Funds ownership: 65.13%65.83% (+0.7%)

1% more capital invested

Capital invested by funds: $23.2B → $23.3B (+$159M)

1% more funds holding

Funds holding: 1,1731,181 (+8)

5% less repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 428

12% less call options, than puts

Call options by funds: $233M | Put options by funds: $264M

Holders
1,181
Holders Change
+8
Holders Change %
+0.68%
% of All Funds
20.35%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.33%
New
90
Increased
406
Reduced
428
Closed
71
Calls
$233M
Puts
$264M
Net Calls
-$31.8M
Net Calls Change
-$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KLWA
301
Kelly Lawrence W & Associates
California
$3.69M
PFM
302
Parsec Financial Management
North Carolina
$3.66M -$47.7K -810 -1%
JCM
303
Jacobi Capital Management
Pennsylvania
$3.64M +$20K +340 +0.5%
SFI
304
Siemens Fonds Invest
Germany
$3.63M +$41.2K +700 +1%
CT
305
Coastline Trust
Rhode Island
$3.62M -$443K -7,520 -10%
BWM
306
BerganKDV Wealth Management
Minnesota
$3.6M +$256K +4,358 +7%
WAM
307
Wallington Asset Management
Indiana
$3.58M -$71.1K -1,209 -2%
ST
308
Somerset Trust
Pennsylvania
$3.56M +$10.6K +180 +0.3%
FNT
309
First National Trust
Pennsylvania
$3.49M -$54.3K -923 -1%
VIA
310
Vident Investment Advisory
Georgia
$3.41M +$245K +4,161 +7%
BCIM
311
British Columbia Investment Management
British Columbia, Canada
$3.4M -$653K -11,099 -15%
HIMCH
312
Hartford Investment Management Co (HIMCO)
Connecticut
$3.35M -$156K -2,654 -4%
D.E. Shaw & Co
313
D.E. Shaw & Co
New York
$3.34M +$263K +4,470 +8%
X
314
Xponance
Pennsylvania
$3.33M +$473K +8,039 +16%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
315
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.32M
JMPWA
316
JP Morgan Private Wealth Advisors
California
$3.28M +$397K +6,741 +13%
B
317
Bailard
California
$3.22M +$195K +3,316 +6%
SCM
318
Shelton Capital Management
Colorado
$3.22M -$1.7M -28,825 -33%
FCH
319
Freestone Capital Holdings
Washington
$3.21M -$305K -5,178 -8%
NC
320
NovaPoint Capital
Georgia
$3.19M +$7.83K +133 +0.2%
BCI
321
Brinker Capital Investments
Pennsylvania
$3.18M -$62K -1,054 -2%
Connor, Clark & Lunn Investment Management (CC&L)
322
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.16M -$841K -14,295 -20%
CIBC Private Wealth Group
323
CIBC Private Wealth Group
Georgia
$3.14M -$53.5K -909 -2%
KC
324
Kinloch Capital
Virginia
$3.13M +$147K +2,506 +5%
LIA
325
LBMC Investment Advisors
Tennessee
$3.13M -$29.4K -500 -0.9%