We are live on ! Find out more

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
GI
651
GAMMA Investing
California
$1.32M +$255K +2,508 +27%
PWP
652
Principle Wealth Partners
Connecticut
$1.31M
CAM
653
Creekmur Asset Management
Illinois
$1.31M +$290K +2,858 +32%
BCP
654
Berkeley Capital Partners
Georgia
$1.29M +$2.34K +23 +0.2%
USAA
655
United Services Automobile Association
Texas
$1.29M -$343K -3,379 -23%
SIM
656
Studio Investment Management
Illinois
$1.29M -$124K -1,219 -10%
FTWA
657
Fifth Third Wealth Advisors
Ohio
$1.28M +$6.2K +61 +0.5%
CWS
658
Confluence Wealth Services
Pennsylvania
$1.28M +$19.8K +195 +2%
Verition Fund Management
659
Verition Fund Management
Connecticut
$1.27M +$645K +6,342 +126%
JIC
660
Joel Isaacson & Co
New York
$1.27M
BFA
661
Bragg Financial Advisors
North Carolina
$1.27M +$10.8K +106 +0.9%
PWM
662
Perigon Wealth Management
California
$1.27M
LSAG
663
Lake Street Advisors Group
New Hampshire
$1.26M -$1.77M -17,430 -61%
SAM
664
Silvercrest Asset Management
New York
$1.26M +$32.8K +323 +3%
BBHC
665
Brown Brothers Harriman & Co
New York
$1.26M +$142K +1,396 +14%
PWLP
666
Prio Wealth Limited Partnership
Massachusetts
$1.25M
BFG
667
Bleakley Financial Group
New Jersey
$1.25M +$3.86K +38 +0.3%
VI
668
Vestcor Inc
New Brunswick, Canada
$1.24M
MWM
669
Mattern Wealth Management
Kansas
$1.24M -$1.99M -19,536 -64%
TWP
670
Tyche Wealth Partners
Texas
$1.24M -$18.6K -183 -2%
EWA
671
Exencial Wealth Advisors
Oklahoma
$1.22M -$279K -2,748 -20%
GAAM
672
Guinness Atkinson Asset Management
California
$1.22M -$24.8K -244 -2%
VWM
673
Venturi Wealth Management
Texas
$1.2M -$94.9K -934 -8%
ET
674
Equitable Trust
Tennessee
$1.2M
GWA
675
Gratus Wealth Advisors
Virginia
$1.2M -$48.2K -474 -4%