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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
WANY
601
Wealthspire Advisors (New York)
New York
$754K -$38.1K -647 -5%
MCM
602
Mendel Capital Management
Arkansas
$753K +$99.6K +1,693 +14%
MCM
603
MAI Capital Management
Ohio
$741K +$143K +2,426 +23%
GWM
604
Geneos Wealth Management
Colorado
$739K -$126K -2,137 -14%
GGI
605
Godsey & Gibb Inc
Virginia
$738K
LFAS
606
Level Four Advisory Services
Texas
$738K +$26.2K +446 +4%
DAC
607
Dividend Assets Capital
South Carolina
$735K
LWAC
608
Laurel Wealth Advisors (California)
California
$724K -$1.82K -31 -0.2%
AWM
609
Abound Wealth Management
Tennessee
$724K -$11.3K -192 -1%
IC
610
IEQ Capital
California
$716K +$9.83K +167 +1%
AT
611
Arvest Trust
Oklahoma
$712K +$746K +12,676 New
XT
612
XTX Topco
Cayman Islands
$704K +$738K +12,535 New
KIC
613
Keating Investment Counselors
Florida
$703K -$20.6K -350 -3%
GAAM
614
Guinness Atkinson Asset Management
California
$702K -$75K -1,275 -9%
RWM
615
Ritholtz Wealth Management
New York
$702K +$735K +12,486 New
MTC
616
Matrix Trust Company
Colorado
$697K -$147K -2,505 -17%
VAM
617
Verity Asset Management
North Carolina
$696K +$729K +12,390 New
BCV
618
Banque Cantonale Vaudoise
Switzerland
$691K
CT
619
Caldwell Trust
Florida
$691K
SFO
620
Stokes Family Office
Louisiana
$688K +$73.5K +1,249 +11%
FIBT
621
First International Bank & Trust
North Dakota
$683K +$163K +2,775 +30%
MRCM
622
M&R Capital Management
New Jersey
$679K
BBA
623
Baader Bank Aktiengesellschaft
Germany
$675K -$141K -2,400 -17%
SA
624
Sicart Associates
New York
$666K -$588K -10,000 -46%
JE
625
JMAC Enterprises
Pennsylvania
$662K +$64.7K +1,100 +10%