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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
HBT
751
Hills Bank & Trust
Iowa
$895K
CSA
752
Cottage Street Advisors
Massachusetts
$895K
RA
753
Ruggaard & Associates
Ohio
$895K
RPC
754
Rossmore Private Capital
Connecticut
$894K
TCM
755
Tran Capital Management
California
$894K
WA
756
Waverly Advisors
Alabama
$894K -$8.33K -82 -1%
CIP
757
Capital Insight Partners
Arizona
$894K +$30.9K +304 +4%
AWA
758
Arete Wealth Advisors
Illinois
$893K -$87.9K -865 -10%
ECG
759
Edge Capital Group
Georgia
$887K +$26.8K +264 +3%
CFM
760
Catalyst Funds Management
Australia
$883K +$295K +2,900 +58%
MOS
761
MGO One Seven
Ohio
$881K -$43.6K -429 -5%
NHC
762
Nicholas Hoffman & Company
Georgia
$880K -$284K -2,798 -26%
AIMCA
763
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$872K +$793K +7,800 New
HIA
764
Harbor Investment Advisory
Maryland
$864K -$5.08K -50 -0.6%
FWM
765
ForthRight Wealth Management
Georgia
$863K -$92.9K -914 -11%
DAC
766
Dividend Assets Capital
South Carolina
$863K -$24.8K -244 -3%
OWP
767
ORG Wealth Partners
Texas
$862K +$784K +7,711 New
RPCONE
768
Retirement Planning Company of New England
Rhode Island
$859K +$407 +4 +0.1%
HTC
769
Haverford Trust Company
Pennsylvania
$852K
ABC
770
Associated Banc-Corp
Wisconsin
$851K -$1.32K -13 -0.2%
EIP
771
Epoch Investment Partners
New York
$849K -$34.7K -341 -4%
HR
772
Howe & Rusling
New York
$849K
PWW
773
Pettyjohn Wood & White
Virginia
$848K +$131K +1,288 +20%
BSA
774
Bull Street Advisors
Georgia
$846K
HH
775
Hilltop Holdings
Texas
$846K +$167K +1,647 +28%

AFL Hedge Fund Activity: Q3 2024 in Review

1,549 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q3 2024, worth a combined $42.1B — up 22% from $34.5B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new AFL positions and 68 closed out — a net gain of 118 holders — while 476 added to existing stakes and 591 trimmed.

The largest buyer was BlackRock, adding an estimated $208M. The largest seller was JP Morgan Chase, cutting an estimated $424M.

  • 1,549 institutional investors held Aflac (AFL) as of Q3 2024, up from 1,444 in Q2 2024.
  • Funds reported $42.1B of Aflac stock for Q3 2024, up 22% quarter-over-quarter.
  • 186 funds opened new Aflac positions in Q3 2024 and 68 closed out, a net change of +118 holders.
  • The largest Aflac buyer in Q3 2024 was BlackRock, an estimated $208M added.
  • The largest Aflac seller in Q3 2024 was JP Morgan Chase, an estimated $424M sold.

Based on aggregated 13F filings for Q3 2024.