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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
CT
801
Colonial Trust
South Carolina
$582K -$7.3K -89 -1%
HCA
802
Horan Capital Advisors
Ohio
$580K
CFB
803
Cullen/Frost Bankers
Texas
$579K
AWA
804
Acorn Wealth Advisors
Michigan
$577K +$492 +6 +0.1%
PFS
805
Physicians Financial Services
North Carolina
$574K -$8.2K -100 -1%
PCS
806
Private Client Services
Kentucky
$573K +$58.9K +718 +12%
GA
807
Geller Advisors
New York
$572K +$5.41K +66 +1%
LNC
808
Lincoln National Corp
Pennsylvania
$570K -$8.44K -103 -2%
TPCW
809
TD Private Client Wealth
New York
$568K -$12.1K -147 -2%
RMC
810
Resources Management Corp
Connecticut
$566K -$4.92K -60 -0.9%
WCF
811
West Coast Financial
California
$566K -$185K -2,251 -25%
AWE
812
Avidian Wealth Enterprises
Texas
$566K +$18.1K +221 +3%
CFAM
813
Center For Asset Management
Florida
$566K -$738 -9 -0.1%
WCWM
814
Willow Creek Wealth Management
California
$565K +$82 +1 +0%
SMC
815
Smith, Moore & Co
Missouri
$562K -$24.2K -295 -4%
HIM
816
Hanlon Investment Management
New Jersey
$562K +$88.1K +1,075 +20%
IAS
817
Insigneo Advisory Services
Florida
$559K +$61.6K +751 +13%
TAM
818
Trust Asset Management
Texas
$558K
GC
819
Grimes & Company
Massachusetts
$557K +$2.13K +26 +0.4%
HI
820
Harbour Investments
Wisconsin
$552K -$3.85K -47 -0.7%
BRWA
821
B. Riley Wealth Advisors
Florida
$550K +$74.9K +914 +15%
IFG
822
Independent Financial Group
California
$549K -$65.8K -803 -11%
JPWM
823
Jamison Private Wealth Management
Georgia
$549K -$26.6K -324 -5%
PWW
824
Pettyjohn Wood & White
Virginia
$548K -$76.2K -930 -13%
NP
825
NorthRock Partners
Minnesota
$546K -$26K -317 -5%