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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
GI
726
Gradient Investments
Minnesota
$744K -$363K -4,425 -34%
FWP
727
Firethorn Wealth Partners
Georgia
$743K +$4.26K +52 +0.6%
CM
728
Cornerstone Management
Georgia
$740K
P
729
Pitcairn
Pennsylvania
$739K +$31.5K +384 +5%
4WM
730
49 Wealth Management
Texas
$734K -$13.5K -165 -2%
EIP
731
Epoch Investment Partners
New York
$732K -$135K -1,651 -16%
GGI
732
Godsey & Gibb Inc
Virginia
$719K
BB
733
Burford Brothers
Texas
$713K +$144K +1,753 +27%
CIC
734
Cornercap Investment Counsel
Georgia
$712K -$14.8K -180 -2%
FFM
735
Forum Financial Management
Illinois
$707K -$328 -4 -0%
ZIM
736
Zacks Investment Management
Illinois
$705K -$10.6K -129 -2%
EI
737
Ellevest Inc
New York
$701K +$29.8K +364 +5%
BIAS
738
Beacon Investment Advisory Services
New Jersey
$696K
CAMG
739
CWA Asset Management Group
Florida
$692K +$94.5K +1,153 +17%
RA
740
Ruggaard & Associates
Ohio
$690K
HBT
741
Hills Bank & Trust
Iowa
$689K -$4.26K -52 -0.6%
CSA
742
Cottage Street Advisors
Massachusetts
$687K
RPC
743
Rossmore Private Capital
Connecticut
$687K
TCM
744
Tran Capital Management
California
$687K
BC
745
Belmont Capital
California
$687K +$656K +8,000 New
MWA
746
Monograph Wealth Advisors
California
$687K +$656K +8,000 New
BIG
747
Bush Investment Group
Georgia
$683K +$4.1K +50 +0.6%
WP
748
WMS Partners
Maryland
$680K +$7.21K +88 +1%
SHGA
749
Sand Hill Global Advisors
California
$675K
CCIA
750
Campbell & Co Investment Adviser
Maryland
$675K +$644K +7,859 New