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1,420 hedge funds and large institutions have $33.3B invested in Aflac in 2024 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 455 increasing their positions, 561 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $339M | Put options by funds: $222M

22% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 97

1% more capital invested

Capital invested by funds: $32.9B → $33.3B (+$424M)

0% more funds holding

Funds holding: 1,4151,420 (+5)

0.73% less ownership

Funds ownership: 68.34%67.62% (-0.73%)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

19% less repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 561

Holders
1,420
Holders Change
+5
Holders Change %
+0.35%
% of All Funds
20.46%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.29%
New
118
Increased
455
Reduced
561
Closed
97
Calls
$339M
Puts
$222M
Net Calls
+$117M
Net Calls Change
+$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
376
Independent Advisor Alliance
North Carolina
$3.45M +$55.7K +679 +2%
EWM
377
Evercore Wealth Management
New York
$3.45M -$55.7K -680 -2%
KRS
378
Kentucky Retirement Systems
Kentucky
$3.43M -$211K -2,571 -6%
CIBC Private Wealth Group
379
CIBC Private Wealth Group
Georgia
$3.38M +$164K +2,001 +5%
FT
380
Fiduciary Trust
Massachusetts
$3.38M -$131K -1,600 -4%
WWA
381
WCG Wealth Advisors
Nevada
$3.32M +$105K +1,276 +3%
BMSSC
382
B. Metzler seel. Sohn & Co
Germany
$3.3M +$90.4K +1,103 +3%
GWM
383
GSB Wealth Management
Connecticut
$3.3M +$33.3K +406 +1%
DWM
384
Dakota Wealth Management
Florida
$3.29M +$178K +2,175 +6%
Bessemer Group
385
Bessemer Group
New Jersey
$3.19M +$2.08M +25,349 +214%
DFA
386
Delta Financial Advisors
Louisiana
$3.18M -$4.67K -57 -0.2%
ASN
387
Advisory Services Network
Georgia
$3.17M +$386K +4,711 +15%
HIMCH
388
Hartford Investment Management Co (HIMCO)
Connecticut
$3.15M -$182K -2,221 -6%
LFS
389
Legacy Financial Strategies
Kansas
$3.15M -$51.6K -629 -2%
SNBOSD
390
Security National Bank of So Dak
Iowa
$3.14M -$72.6K -886 -2%
B
391
Bailard
California
$3.14M
GC
392
Gould Capital
Washington
$3.08M -$176K -2,147 -6%
GWSG
393
GPS Wealth Strategies Group
Colorado
$3.07M -$135K -1,650 -4%
SVWAG
394
Sound View Wealth Advisors Group
Georgia
$3.06M -$203K -2,480 -7%
DADC
395
D.A. Davidson & Co
Montana
$3.04M +$90.6K +1,105 +3%
RCA
396
Ranch Capital Advisors
Florida
$3.04M +$2.9M +35,420 New
TPM
397
Triasima Portfolio Management
Quebec, Canada
$3.02M -$461K -5,624 -14%
UB
398
UMB Bank
Missouri
$3.02M -$285K -3,480 -9%
FCH
399
Freestone Capital Holdings
Washington
$3.02M +$34.5K +421 +1%
LIP
400
Lighthouse Investment Partners
Florida
$2.99M +$2.85M +34,825 New