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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
CIA
501
Capital Investment Advisors
Georgia
$1.85M -$120K -1,465 -6%
VA
502
Valmark Advisers
Ohio
$1.85M -$5.99K -73 -0.3%
MAP
503
Moody Aldrich Partners
Massachusetts
$1.85M +$1.76M +21,509 New
BWM
504
BKM Wealth Management
Wisconsin
$1.84M +$207K +2,525 +13%
FWM
505
Forza Wealth Management
Florida
$1.83M -$60.7K -740 -3%
MLICM
506
Metropolitan Life Insurance Company (MetLife)
New York
$1.82M -$33.9K -414 -2%
BIG
507
Builder Investment Group
Georgia
$1.8M
EF
508
Empirical Finance
Pennsylvania
$1.79M +$52.1K +636 +3%
BL
509
Balentine LLC
Georgia
$1.78M -$65.2K -795 -4%
GFA
510
Gifford Fong Associates
California
$1.77M
SSW
511
Smith Shellnut Wilson
Mississippi
$1.77M
MCM
512
MAI Capital Management
Ohio
$1.75M -$17.6K -215 -1%
BP
513
Ballentine Partners
Massachusetts
$1.75M -$12.1K -148 -0.7%
MTC
514
Matrix Trust Company
Colorado
$1.75M -$93K -1,135 -5%
RCA
515
Riverview Capital Advisers
Massachusetts
$1.71M -$4.02K -49 -0.2%
RWM
516
Ritholtz Wealth Management
New York
$1.7M -$12.9K -157 -0.8%
GFPC
517
Global Financial Private Client
Florida
$1.7M -$2.29K -28 -0.1%
OIA
518
OneDigital Investment Advisors
Kansas
$1.7M +$53K +646 +3%
BCM
519
Brookstone Capital Management
Illinois
$1.7M +$150K +1,828 +10%
AIM
520
Athena Investment Management
California
$1.69M -$30.7K -375 -2%
AIM
521
Anchor Investment Management
South Carolina
$1.69M
EAM
522
Erste Asset Management
Austria
$1.69M
P
523
&Partners
Tennessee
$1.68M +$868K +10,591 +121%
JFL
524
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.67M -$41K -500 -3%
HT
525
Heritage Trust
Oklahoma
$1.67M -$2.29K -28 -0.1%