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Aflac
AFL

1,445 hedge funds and large institutions have $34.5B invested in Aflac in 2024 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 506 increasing their positions, 540 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $360M | Put options by funds: $192M

62% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 71

2% more funds holding

Funds holding: 1,421 → 1,445 (+24)

3% more capital invested

Capital invested by funds: $33.3B → $34.5B (+$1.14B)

0.49% more ownership

Funds ownership: 67.62% → 68.1% (+0.49%)

6% less repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 540

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

Holders
1,445
Holders Change
+24
Holders Change %
+1.69%
% of All Funds
20.87%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.27%
New
115
Increased
506
Reduced
540
Closed
71
Calls
$360M
Puts
$192M
Net Calls
+$168M
Net Calls Change
+$50.6M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$232M
2
UBS AM
UBS AM
Illinois
+$103M
3
Morgan Stanley
Morgan Stanley
New York
+$79.6M
4
Goldman Sachs
Goldman Sachs
New York
+$60.1M
5
SFC
Strategic Financial Concepts
Texas
+$56.6M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$182M
2
BlackRock
BlackRock
New York
-$88M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$45.9M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$45M
5
UBS Group
UBS Group
Switzerland
-$35.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFAM
501
Motley Fool Asset Management
Virginia
$1.97M +$432K +5,030 +30%
CIA
502
Capital Investment Advisors
Georgia
$1.95M +$19K +221 +1%
IC
503
IEQ Capital
California
$1.94M +$8.68K +101 +0.5%
ECM
504
Evergreen Capital Management
Washington
$1.94M +$9.97K +116 +0.5%
VA
505
Valmark Advisers
Ohio
$1.94M +$15.6K +181 +0.8%
BFW
506
Brady Family Wealth
Missouri
$1.94M -$60.2K -700 -3%
WIC
507
Woodmont Investment Counsel
Tennessee
$1.93M -$860 -10 -0%
BFO
508
Boston Family Office
Massachusetts
$1.93M -$19.3K -225 -1%
BWM
509
BKM Wealth Management
Wisconsin
$1.93M +$15.4K +179 +0.8%
MCM
510
MAI Capital Management
Ohio
$1.92M +$97.1K +1,129 +6%
MAP
511
Moody Aldrich Partners
Massachusetts
$1.92M – – –
BHCM
512
Brevan Howard Capital Management
Jersey
$1.92M +$1.85M +21,498 New
UCI
513
Uncommon Cents Investing
Wisconsin
$1.92M -$27.1K -315 -1%
MTC
514
Matrix Trust Company
Colorado
$1.91M +$88.9K +1,034 +5%
FWM
515
Forza Wealth Management
Florida
$1.9M – – –
Kovitz Investment Group Partners
516
Kovitz Investment Group Partners
Illinois
$1.87M +$1.28M +14,902 +248%
BIG
517
Builder Investment Group
Georgia
$1.86M -$11.2K -130 -0.6%
GFA
518
Gifford Fong Associates
California
$1.84M – – –
SSW
519
Smith Shellnut Wilson
Mississippi
$1.84M – – –
CG
520
Caprock Group
Idaho
$1.83M +$662K +7,705 +60%
OIA
521
OneDigital Investment Advisors
Kansas
$1.83M +$56.6K +658 +3%
HT
522
Heritage Trust
Oklahoma
$1.83M +$83.8K +975 +5%
CIC
523
Crawford Investment Counsel
Georgia
$1.8M +$172K +1,998 +11%
TC
524
TownSquare Capital
Utah
$1.8M +$131K +1,528 +8%
GFPC
525
Global Financial Private Client
Florida
$1.8M +$10.5K +122 +0.6%
19 20
21
22 23

AFL Hedge Fund Activity: Q2 2024 in Review

1,445 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q2 2024, worth a combined $34.5B — up 3.4% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new AFL positions and 71 closed out — a net gain of 44 holders — while 506 added to existing stakes and 540 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $232M. The largest seller was First Trust Advisors, cutting an estimated $182M.

  • 1,445 institutional investors held Aflac (AFL) as of Q2 2024, up from 1,421 in Q1 2024.
  • Funds reported $34.5B of Aflac stock for Q2 2024, up 3.4% quarter-over-quarter.
  • 115 funds opened new Aflac positions in Q2 2024 and 71 closed out, a net change of +44 holders.
  • The largest Aflac buyer in Q2 2024 was JP Morgan Chase, an estimated $232M added.
  • The largest Aflac seller in Q2 2024 was First Trust Advisors, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2024.