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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
Bank Julius Baer & Co
51
Bank Julius Baer & Co
Switzerland
$81.6M -$431K -5,253 -0.5%
Schroder Investment Management Group
52
Schroder Investment Management Group
United Kingdom
$80.8M +$37.4M +456,793 +94%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$77.4M -$480K -5,855 -0.6%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$75.8M +$1.01M +12,357 +1%
LPL Financial
55
LPL Financial
California
$74.7M +$2.52M +30,694 +4%
CCMG
56
Clark Capital Management Group
Pennsylvania
$71.8M -$11.8M -143,780 -15%
Zurich Cantonal Bank
57
Zurich Cantonal Bank
Switzerland
$70.8M -$6.92M -84,431 -9%
TH
58
TCTC Holdings
Texas
$70.3M
Pictet Asset Management
59
Pictet Asset Management
Switzerland
$70M +$1.65M +20,163 +3%
RJA
60
Raymond James & Associates
Florida
$68M +$4.38M +53,463 +7%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$62M +$3.43M +41,831 +6%
Franklin Resources
62
Franklin Resources
California
$61.5M +$15.2M +185,189 +35%
Mitsubishi UFJ Asset Management
63
Mitsubishi UFJ Asset Management
Japan
$60.8M +$7.1M +86,578 +14%
AM
64
AGF Management
Ontario, Canada
$58.1M -$955K -11,651 -2%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$58.1M -$6.47M -78,900 -10%
Principal Financial Group
66
Principal Financial Group
Iowa
$57.3M +$328K +4,007 +0.6%
Stifel Financial
67
Stifel Financial
Missouri
$57.1M +$2.56M +31,201 +5%
DCM
68
Donaldson Capital Management
Indiana
$55.4M +$61.8K +754 +0.1%
Corient Private Wealth
69
Corient Private Wealth
Florida
$55.3M -$298K -3,634 -0.6%
VF
70
Vest Financial
Virginia
$55.1M +$11.1M +136,008 +27%
SAM
71
Storebrand Asset Management
Norway
$54.9M -$163K -1,984 -0.3%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$54.9M +$209K +2,550 +0.4%
QCM
73
QRG Capital Management
Illinois
$53.9M -$194K -2,364 -0.4%
Boston Partners
74
Boston Partners
Massachusetts
$53.2M -$152M -1,848,868 -75%
Citigroup
75
Citigroup
New York
$48.8M +$7.6M +92,720 +19%