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1,549 hedge funds and large institutions have $42.1B invested in Aflac in 2024 Q3 according to their latest regulatory filings, with 186 funds opening new positions, 476 increasing their positions, 591 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 68

78% more call options, than puts

Call options by funds: $543M | Put options by funds: $306M

63% more funds holding in top 10

Funds holding in top 10: 1931 (+12)

22% more capital invested

Capital invested by funds: $34.5B → $42.1B (+$7.6B)

7% more funds holding

Funds holding: 1,4441,549 (+105)

0.77% less ownership

Funds ownership: 68.1%67.33% (-0.77%)

19% less repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 591

Holders
1,549
Holders Change
+105
Holders Change %
+7.27%
% of All Funds
22.24%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.45%
New
186
Increased
476
Reduced
591
Closed
68
Calls
$543M
Puts
$306M
Net Calls
+$237M
Net Calls Change
+$69.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TPM
376
Triasima Portfolio Management
Quebec, Canada
$4.46M +$262K +2,575 +7%
LFS
377
Legacy Financial Strategies
Kansas
$4.43M -$8.33K -82 -0.2%
MFG
378
Merit Financial Group
Georgia
$4.42M +$2.03M +19,951 +102%
MGP
379
Metis Global Partners
California
$4.42M +$586K +5,765 +17%
TRSOTSOK
380
Teachers Retirement System of the State of Kentucky
Kentucky
$4.41M -$371K -3,650 -8%
Lido Advisors
381
Lido Advisors
California
$4.4M +$304K +2,994 +8%
IAA
382
Independent Advisor Alliance
North Carolina
$4.4M +$4M +39,393 New
IWC
383
Integrated Wealth Concepts
Massachusetts
$4.39M +$1.41M +13,885 +55%
EWM
384
Evercore Wealth Management
New York
$4.38M -$99.1K -975 -2%
B
385
Bailard
California
$4.33M +$200K +1,965 +5%
BFA
386
Brendel Financial Advisors
New Hampshire
$4.31M -$70K -689 -2%
Focus Partners Wealth
387
Focus Partners Wealth
Massachusetts
$4.24M +$1.12M +11,054 +41%
DADC
388
D.A. Davidson & Co
Montana
$4.23M -$99.2K -976 -3%
FT
389
Fiduciary Trust
Massachusetts
$4.21M
AUB
390
Atlantic Union Bankshares
Virginia
$4.16M +$223K +2,196 +6%
GWM
391
GSB Wealth Management
Connecticut
$4.1M -$136K -1,339 -4%
FCH
392
Freestone Capital Holdings
Washington
$4.09M +$90.6K +891 +2%
CPA
393
Court Place Advisors
Maryland
$4.09M -$188K -1,850 -5%
DFA
394
Delta Financial Advisors
Louisiana
$4.09M -$50.3K -495 -1%
CS
395
Candriam SCA
Luxembourg
$4.08M +$109K +1,074 +3%
SNBOSD
396
Security National Bank of So Dak
Iowa
$4.07M -$33.5K -330 -0.9%
SVWAG
397
Sound View Wealth Advisors Group
Georgia
$4.03M +$32.6K +321 +0.9%
CIA
398
Choate Investment Advisors
Massachusetts
$4.03M +$7.62K +75 +0.2%
BMSSC
399
B. Metzler seel. Sohn & Co
Germany
$4.02M -$185K -1,822 -5%
NFG
400
Nations Financial Group
Iowa
$4.01M +$256K +2,517 +8%