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Aflac
AFL

1,445 hedge funds and large institutions have $34.5B invested in Aflac in 2024 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 506 increasing their positions, 540 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $360M | Put options by funds: $192M

62% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 71

2% more funds holding

Funds holding: 1,421 → 1,445 (+24)

3% more capital invested

Capital invested by funds: $33.3B → $34.5B (+$1.14B)

0.49% more ownership

Funds ownership: 67.62% → 68.1% (+0.49%)

6% less repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 540

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

Holders
1,445
Holders Change
+24
Holders Change %
+1.69%
% of All Funds
20.87%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.27%
New
115
Increased
506
Reduced
540
Closed
71
Calls
$360M
Puts
$192M
Net Calls
+$168M
Net Calls Change
+$50.6M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$232M
2
UBS AM
UBS AM
Illinois
+$103M
3
Morgan Stanley
Morgan Stanley
New York
+$79.6M
4
Goldman Sachs
Goldman Sachs
New York
+$60.1M
5
SFC
Strategic Financial Concepts
Texas
+$56.6M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$182M
2
BlackRock
BlackRock
New York
-$88M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$45.9M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$45M
5
UBS Group
UBS Group
Switzerland
-$35.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAMV
676
Concord Asset Management (Virginia)
Virginia
$992K +$71K +826 +8%
BFG
677
Bleakley Financial Group
New Jersey
$991K +$9.63K +112 +1%
SAM
678
Silvercrest Asset Management
New York
$976K – – –
CPWA
679
Cerro Pacific Wealth Advisors
California
$965K +$929K +10,809 New
ET
680
Equitable Trust
Tennessee
$956K -$48.7K -566 -5%
4WM
681
49 Wealth Management
Texas
$954K +$180K +2,095 +24%
NHC
682
Nicholas Hoffman & Company
Georgia
$952K -$71.2K -828 -7%
ZIC
683
ZWJ Investment Counsel
Georgia
$949K – – –
OP
684
ORG Partners
Indiana
$942K +$843K +9,805 +1,273%
AAIS
685
ABN AMRO Investment Solutions
$939K +$679K +7,892 +301%
FPWM
686
FSB Premier Wealth Management
Iowa
$938K – – –
HSA
687
Hussman Strategic Advisors
Maryland
$938K +$903K +10,500 New
RT
688
Rockland Trust
Massachusetts
$934K -$40K -465 -4%
SAM
689
Smithbridge Asset Management
Pennsylvania
$934K – – –
TA
690
TFB Advisors
Kansas
$933K -$2.49K -29 -0.3%
EMAM
691
Encompass More Asset Management
California
$930K +$1.38K +16 +0.2%
GB
692
Goepper Burkhardt
South Carolina
$928K – – –
WHCI
693
W.H. Cornerstone Investments
Massachusetts
$922K +$4.9K +57 +0.6%
IWA
694
IBEX Wealth Advisors
New Jersey
$919K +$120K +1,395 +16%
CAM
695
Covenant Asset Management
New Jersey
$907K – – –
CWM
696
Cahaba Wealth Management
Georgia
$906K +$3.1K +36 +0.4%
SEC
697
Seven Eight Capital
New York
$904K +$870K +10,119 New
RCAG
698
Rehmann Capital Advisory Group
Michigan
$897K -$3.61K -42 -0.4%
WAP
699
Wealthcare Advisory Partners
Pennsylvania
$896K +$54.9K +638 +7%
PBF
700
Petix & Botte Financial
California
$896K +$431K +5,014 +100%
26 27
28
29 30

AFL Hedge Fund Activity: Q2 2024 in Review

1,445 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q2 2024, worth a combined $34.5B — up 3.4% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new AFL positions and 71 closed out — a net gain of 44 holders — while 506 added to existing stakes and 540 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $232M. The largest seller was First Trust Advisors, cutting an estimated $182M.

  • 1,445 institutional investors held Aflac (AFL) as of Q2 2024, up from 1,421 in Q1 2024.
  • Funds reported $34.5B of Aflac stock for Q2 2024, up 3.4% quarter-over-quarter.
  • 115 funds opened new Aflac positions in Q2 2024 and 71 closed out, a net change of +44 holders.
  • The largest Aflac buyer in Q2 2024 was JP Morgan Chase, an estimated $232M added.
  • The largest Aflac seller in Q2 2024 was First Trust Advisors, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2024.