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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
ECM
526
Evergreen Capital Management
Washington
$1.01M +$25.9K +440 +3%
SSG
527
Summit Securities Group
New York
$1.01M +$981K +16,665 +1,347%
SWA
528
Stratos Wealth Advisors
Ohio
$1M +$5.12K +87 +0.5%
MYIA
529
Mount Yale Investment Advisors
Colorado
$997K +$1.04M +17,735 New
CIC
530
Crawford Investment Counsel
Georgia
$991K -$11.3K -192 -1%
CA
531
Carson Advisory
Georgia
$990K +$530 +9 +0.1%
TC
532
TwinBeech Capital
New York
$988K +$1.03M +17,577 New
API
533
Advisor Partners II
California
$976K +$1.02M +17,369 New
TCM
534
Telos Capital Management
California
$967K
AF
535
Allworth Financial
California
$964K +$125K +2,126 +14%
FTDI
536
First Trust Direct Indexing
Massachusetts
$960K -$27.1K -461 -3%
MAM
537
Mystic Asset Management
Rhode Island
$957K +$8.53K +145 +0.9%
BSA
538
Bull Street Advisors
Georgia
$956K +$4.41K +75 +0.4%
WA
539
Waddell & Associates
Tennessee
$956K +$6.47K +110 +0.7%
KIA
540
Kraematon Investment Advisors
Massachusetts
$955K -$10.8K -183 -1%
IWC
541
Integrated Wealth Concepts
Massachusetts
$952K +$390K +6,622 +64%
AC
542
Abbrea Capital
California
$949K
SPC
543
Sigma Planning Corp
Michigan
$948K -$81K -1,376 -8%
EAM
544
Erste Asset Management
Austria
$939K
PAS
545
Park Avenue Securities
New York
$935K +$474K +8,050 +94%
VAS
546
Vestmark Advisory Solutions
Massachusetts
$928K +$233K +3,962 +32%
William Blair & Company
547
William Blair & Company
Illinois
$927K +$16.5K +281 +2%
National Bank of Canada
548
National Bank of Canada
Quebec, Canada
$927K +$730K +12,400 +333%
BCM
549
Brookstone Capital Management
Illinois
$926K +$93K +1,580 +11%
CAM
550
Cozad Asset Management
Illinois
$922K +$51.2K +870 +6%