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1,549 hedge funds and large institutions have $42.1B invested in Aflac in 2024 Q3 according to their latest regulatory filings, with 186 funds opening new positions, 476 increasing their positions, 591 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 68

78% more call options, than puts

Call options by funds: $543M | Put options by funds: $306M

63% more funds holding in top 10

Funds holding in top 10: 1931 (+12)

22% more capital invested

Capital invested by funds: $34.5B → $42.1B (+$7.6B)

7% more funds holding

Funds holding: 1,4441,549 (+105)

0.77% less ownership

Funds ownership: 68.1%67.33% (-0.77%)

19% less repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 591

Holders
1,549
Holders Change
+105
Holders Change %
+7.27%
% of All Funds
22.24%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.45%
New
186
Increased
476
Reduced
591
Closed
68
Calls
$543M
Puts
$306M
Net Calls
+$237M
Net Calls Change
+$69.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VCA
601
Verdence Capital Advisors
Maryland
$1.6M +$54.6K +537 +4%
FCP
602
Fidelis Capital Partners
Florida
$1.6M +$79K +777 +6%
EWA
603
EP Wealth Advisors
California
$1.59M +$869K +8,552 +150%
MCM
604
MAI Capital Management
Ohio
$1.59M -$744K -7,321 -34%
PS
605
Principal Securities
Iowa
$1.58M +$170K +1,675 +13%
MA
606
Montag & Associates
Georgia
$1.58M
VIG
607
Vienna Insurance Group
Poland
$1.57M -$164K -1,610 -10%
CFMC
608
Curbstone Financial Management Corp
New Hampshire
$1.56M -$40.7K -400 -3%
SFA
609
Sequoia Financial Advisors
Ohio
$1.56M -$19.4K -191 -1%
DZ Bank
610
DZ Bank
Germany
$1.55M -$2.84M -27,899 -67%
WWM
611
Western Wealth Management
Colorado
$1.55M +$1.14M +11,210 +416%
JWCA
612
J.W. Cole Advisors
Florida
$1.54M -$212K -2,089 -13%
SPC
613
Sigma Planning Corp
Michigan
$1.54M -$77.1K -759 -5%
FFA
614
Farther Finance Advisors
California
$1.54M +$525K +5,170 +60%
OAM
615
Oak Asset Management
California
$1.54M -$100K -985 -7%
DIA
616
Dean Investment Associates
Ohio
$1.53M -$116K -1,138 -8%
DSC
617
Duncker Streett & Co
Missouri
$1.53M
SHWM
618
Smith & Howard Wealth Management
Georgia
$1.53M
DF
619
Donoghue Forlines
Massachusetts
$1.52M +$687K +6,760 +99%
SC
620
SouthState Corp
Florida
$1.52M -$327K -3,217 -19%
V
621
VeraBank
Texas
$1.51M
CFP
622
Cascade Financial Partners
California
$1.51M -$16.3K -160 -1%
CAM
623
Cozad Asset Management
Illinois
$1.5M +$203 +2 +0%
TCOV
624
Trust Company of Vermont
Vermont
$1.5M +$147K +1,451 +12%
KWM
625
Kingsview Wealth Management
Oregon
$1.5M +$73K +718 +6%