We are live on ! Find out more

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
CCA
801
Checchi Capital Advisers
California
$779K -$7.93K -78 -1%
IAS
802
Insigneo Advisory Services
Florida
$778K -$6.1K -60 -0.9%
CF
803
Convergence Financial
Missouri
$778K -$191K -1,884 -21%
JIP
804
Jaffetilchin Investment Partners
Florida
$777K -$22.9K -225 -3%
FF
805
Friedenthal Financial
New Jersey
$776K +$706K +6,942 New
MSAM
806
Moloney Securities Asset Management
Missouri
$775K
TPCW
807
TD Private Client Wealth
New York
$773K +$6.4K +63 +0.9%
SFC
808
Strategic Financial Concepts
Texas
$767K -$67.2M -660,844 -99%
RSWM
809
Robertson Stephens Wealth Management
California
$766K -$7.62K -75 -1%
CFAM
810
Center For Asset Management
Florida
$765K +$7.93K +78 +1%
CFB
811
Cullen/Frost Bankers
Texas
$762K +$3.15K +31 +0.5%
BFM
812
Boston Financial Management
Massachusetts
$760K
HGERS
813
Householder Group Estate & Retirement Specialist
Arizona
$757K -$15.4K -152 -2%
HCA
814
Horan Capital Advisors
Ohio
$755K
BMCM
815
Burns Matteson Capital Management
New York
$750K +$369K +3,627 +118%
AWE
816
Avidian Wealth Enterprises
Texas
$743K +$26.8K +264 +4%
JWCA
817
J.W. Coons Advisors
Ohio
$742K +$54.5K +536 +9%
PCS
818
Private Client Services
Kentucky
$742K +$2.03K +20 +0.3%
WCWM
819
Willow Creek Wealth Management
California
$741K +$4.78K +47 +0.7%
CAI
820
Capital Advisors Inc
Oklahoma
$738K +$671K +6,604 New
PWP
821
Phillips Wealth Planners
Mississippi
$738K -$9.04K -89 -1%
EW
822
Evoke Wealth
California
$737K +$670K +6,595 New
RWP
823
RWA Wealth Partners
Massachusetts
$736K -$6.71K -66 -1%
RMC
824
Resources Management Corp
Connecticut
$735K
GC
825
Grimes & Company
Massachusetts
$734K +$5.39K +53 +0.8%

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.