We are live on ! Find out more

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
OWM
576
OneAscent Wealth Management
Alabama
$838K +$169K +2,875 +24%
MFAM
577
Motley Fool Asset Management
Virginia
$833K -$5.3K -90 -0.6%
6F
578
626 Financial
Michigan
$833K
LTI
579
Laffer Tengler Investments
Tennessee
$823K +$28.7K +488 +3%
WG
580
Watchman Group
Texas
$819K -$2.59M -44,065 -75%
OBGC
581
O'Brien Greene & Co
Pennsylvania
$813K +$474K +8,050 +125%
EIP
582
Epoch Investment Partners
New York
$812K +$459K +7,807 +118%
VI
583
Vestcor Inc
New Brunswick, Canada
$811K +$4.06K +69 +0.5%
SA
584
SRN Advisors
Pennsylvania
$806K -$234K -3,981 -22%
VRS
585
Virginia Retirement Systems
Virginia
$798K +$836K +14,200 New
CAM
586
Cresset Asset Management
Illinois
$797K -$880K -14,949 -51%
AC
587
Allstate Corporation
Illinois
$791K
GI
588
Gradient Investments
Minnesota
$790K +$7.83K +133 +1%
CIAS
589
Capital Investment Advisory Services
North Carolina
$785K -$60.2K -1,023 -7%
BFS
590
Bradley Foster & Sargent
Connecticut
$783K
S
591
SimplyRich
California
$781K -$86.9K -1,477 -10%
RIM
592
Redpoint Investment Management
Australia
$777K -$105K -1,791 -11%
BP
593
Ballentine Partners
Massachusetts
$777K +$47K +799 +6%
WT
594
Whittier Trust
California
$776K -$282K -4,791 -26%
EWA
595
Exencial Wealth Advisors
Oklahoma
$772K -$9.89K -168 -1%
DSC
596
Duncker Streett & Co
Missouri
$772K
KWM
597
Kingsview Wealth Management
Oregon
$771K +$101K +1,709 +14%
JWCA
598
J.W. Coons Advisors
Ohio
$764K +$86.8K +1,475 +12%
MA
599
Montag & Associates
Georgia
$761K +$171K +2,900 +27%
FFM
600
Forum Financial Management
Illinois
$758K