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1,181 hedge funds and large institutions have $23.3B invested in Aflac in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 406 increasing their positions, 428 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

27% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 71

0.7% more ownership

Funds ownership: 65.13%65.83% (+0.7%)

1% more capital invested

Capital invested by funds: $23.2B → $23.3B (+$159M)

1% more funds holding

Funds holding: 1,1731,181 (+8)

5% less repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 428

12% less call options, than puts

Call options by funds: $233M | Put options by funds: $264M

Holders
1,181
Holders Change
+8
Holders Change %
+0.68%
% of All Funds
20.35%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.33%
New
90
Increased
406
Reduced
428
Closed
71
Calls
$233M
Puts
$264M
Net Calls
-$31.8M
Net Calls Change
-$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
726
Chesley Taft & Associates
Illinois
$450K
MMG
727
Monetary Management Group
Missouri
$450K
RPC
728
Rossmore Private Capital
Connecticut
$450K
TCM
729
Tran Capital Management
California
$450K
HIA
730
Harbor Investment Advisory
Maryland
$448K +$24.4K +415 +5%
RSWM
731
Robertson Stephens Wealth Management
California
$446K +$5.71K +97 +1%
5L
732
55I LLC
Massachusetts
$444K +$465K +7,910 New
CG
733
Caprock Group
Idaho
$443K +$44.4K +754 +11%
AIA
734
Alera Investment Advisors
Illinois
$441K +$8.24K +140 +2%
IAMOG
735
Investors Asset Management of Georgia
Georgia
$440K +$260K +4,411 +129%
IWM
736
IHT Wealth Management
Illinois
$439K +$460K +7,813 New
TMAM
737
Tokio Marine Asset Management
Japan
$437K +$51K +866 +13%
WFA
738
Wipfli Financial Advisors
Wisconsin
$437K +$457K +7,769 New
TI
739
Tidal Investments
Wisconsin
$436K +$46.1K +784 +11%
WP
740
WMS Partners
Maryland
$434K +$4.18K +71 +0.9%
WFA
741
West Financial Advisors
Iowa
$432K +$1.29K +22 +0.3%
IIM
742
Ipswich Investment Management
Massachusetts
$430K
Los Angeles Capital Management
743
Los Angeles Capital Management
California
$430K +$167K +2,836 +59%
AW
744
ACG Wealth
Georgia
$429K
EH
745
Equitable Holdings
New York
$429K +$4.65K +79 +1%
CI
746
Cigna Investments
Connecticut
$428K -$28K -476 -6%
SSWM
747
Smith Salley Wealth Management
North Carolina
$428K
HR
748
Howe & Rusling
New York
$428K +$412 +7 +0.1%
IP
749
Investment Partners
Ohio
$428K +$59.1K +1,005 +15%
VF
750
Virtu Financial
New York
$421K -$122K -2,079 -22%