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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
IAS
851
Investment Advisory Services
Texas
$316K
PTB
852
Pioneer Trust Bank
Oregon
$316K
STA
853
Summit Trail Advisors
New York
$316K +$22K +374 +7%
MNBTD
854
Moody National Bank Trust Division
Texas
$315K
SW
855
SlateStone Wealth
Florida
$315K
Lazard Asset Management
856
Lazard Asset Management
New York
$312K +$226K +3,832 +222%
NIM
857
NuWave Investment Management
New Jersey
$312K +$241K +4,087 +281%
FMAEN1
858
Fund Management at Engine No 1
California
$311K -$26.7K -454 -8%
IAIM
859
International Assets Investment Management
Florida
$309K -$22.3K -379 -6%
AG
860
AIA Group
Hong Kong
$307K -$198K -3,369 -38%
FCFC
861
First Citizens Financial Corp
Iowa
$306K
KCM
862
Kanawha Capital Management
Virginia
$305K
TL
863
Tradewinds LLC
North Carolina
$304K -$294 -5 -0.1%
RWA
864
Ropes Wealth Advisors
Massachusetts
$303K
MA
865
Mutual Advisors
Nebraska
$303K +$317K +5,387 New
DMBA
866
Deseret Mutual Benefit Administrators
Utah
$302K -$71.1K -1,208 -18%
SFWA
867
Summit Financial Wealth Advisors
Louisiana
$301K
MMA
868
Miracle Mile Advisors
California
$298K -$46.8K -796 -13%
DCM
869
Dupont Capital Management
Delaware
$298K +$200K +3,403 +179%
PWS
870
Peloton Wealth Strategists
Indiana
$297K +$412 +7 +0.1%
IAN
871
Integrated Advisors Network
Texas
$296K -$7.65K -130 -2%
CA
872
Calton & Associates
Florida
$295K -$11.2K -191 -4%
DA
873
Drake & Associates
Wisconsin
$295K +$48.3K +820 +19%
BFA
874
Beaumont Financial Advisors
Massachusetts
$293K -$12.3K -209 -4%
TFA
875
Triad Financial Advisors
North Carolina
$292K +$1.65K +28 +0.5%