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1,420 hedge funds and large institutions have $33.3B invested in Aflac in 2024 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 455 increasing their positions, 561 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $339M | Put options by funds: $222M

22% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 97

1% more capital invested

Capital invested by funds: $32.9B → $33.3B (+$424M)

0% more funds holding

Funds holding: 1,4151,420 (+5)

0.73% less ownership

Funds ownership: 68.34%67.62% (-0.73%)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

19% less repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 561

Holders
1,420
Holders Change
+5
Holders Change %
+0.35%
% of All Funds
20.46%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.29%
New
118
Increased
455
Reduced
561
Closed
97
Calls
$339M
Puts
$222M
Net Calls
+$117M
Net Calls Change
+$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
651
Bragg Financial Advisors
North Carolina
$965K +$27.5K +335 +3%
PWLP
652
Prio Wealth Limited Partnership
Massachusetts
$962K
OQS
653
Occudo Quantitative Strategies
Florida
$960K +$916K +11,178 New
SPC
654
Sigma Planning Corp
Michigan
$959K +$589K +7,189 +181%
VI
655
Vestcor Inc
New Brunswick, Canada
$954K -$118K -1,434 -11%
EWA
656
Exencial Wealth Advisors
Oklahoma
$946K -$112K -1,366 -11%
BFG
657
Bleakley Financial Group
New Jersey
$944K -$20.9K -255 -2%
SW
658
Simplicity Wealth
New Jersey
$943K +$901K +10,985 New
RT
659
Rockland Trust
Massachusetts
$938K -$27.9K -340 -3%
SAM
660
Silvercrest Asset Management
New York
$938K -$1.64K -20 -0.2%
CWS
661
Confluence Wealth Services
Pennsylvania
$938K +$8.12M +98,998 +978%
CWP
662
Concord Wealth Partners
Virginia
$922K +$114K +1,387 +15%
FHA
663
First Horizon Advisors
Tennessee
$922K -$185K -2,254 -17%
PP
664
Paloma Partners
Connecticut
$920K +$878K +10,711 New
SIM
665
Studio Investment Management
Illinois
$918K -$80.4K -981 -8%
ZIC
666
ZWJ Investment Counsel
Georgia
$912K
EP
667
Eudaimonia Partners
Tennessee
$911K +$13.7K +167 +2%
CP
668
Coho Partners
Pennsylvania
$910K -$2.79K -34 -0.3%
AFG
669
Atomi Financial Group
New York
$905K +$60.1K +733 +7%
GWA
670
Gratus Wealth Advisors
Virginia
$905K
PS
671
Principal Securities
Iowa
$902K -$17.1K -209 -2%
FPWM
672
FSB Premier Wealth Management
Iowa
$902K
SAM
673
Smithbridge Asset Management
Pennsylvania
$898K -$49.2K -600 -5%
GB
674
Goepper Burkhardt
South Carolina
$894K
EMAM
675
Encompass More Asset Management
California
$892K -$132K -1,613 -13%