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1,147 hedge funds and large institutions have $25.3B invested in Aflac in 2021 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 358 increasing their positions, 387 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 78

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

9% more capital invested

Capital invested by funds: $23.2B → $25.3B (+$2.09B)

8% more funds holding

Funds holding: 1,0661,147 (+81)

0.83% less ownership

Funds ownership: 66.48%65.65% (-0.83%)

7% less repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 387

12% less call options, than puts

Call options by funds: $160M | Put options by funds: $182M

Holders
1,147
Holders Change
+81
Holders Change %
+7.6%
% of All Funds
17.65%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
179
Increased
358
Reduced
387
Closed
78
Calls
$160M
Puts
$182M
Net Calls
-$21.8M
Net Calls Change
-$44M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
876
HighTower Trust
Texas
$254K +$243K +4,345 New
Federated Hermes
877
Federated Hermes
Pennsylvania
$253K -$202K -3,599 -45%
GEA
878
Glen Eagle Advisors
New Jersey
$250K
NB
879
Nicolet Bankshares
Wisconsin
$247K -$15.1K -270 -6%
FWM
880
Fairhaven Wealth Management
Illinois
$245K
SIA
881
Sit Investment Associates
Minnesota
$245K
BRWA
882
B. Riley Wealth Advisors
Florida
$244K +$9.08K +162 +4%
MWPCG
883
Measured Wealth Private Client Group
New Hampshire
$243K
EN1L
884
Engine No 1 LLC
California
$243K +$234K +4,168 New
HSWM
885
Hubbell Strickland Wealth Management
Louisiana
$241K +$168 +3 +0.1%
CCM
886
Covington Capital Management
California
$239K -$42K -750 -15%
PM
887
Penbrook Management
New York
$239K -$30.8K -550 -12%
SCM
888
Shelton Capital Management
Colorado
$237K
CW
889
CreativeOne Wealth
Kansas
$235K -$8.29K -148 -4%
CFGS
890
Concourse Financial Group Securities
Alabama
$235K -$3.42K -61 -1%
PWS
891
Peloton Wealth Strategists
Indiana
$234K
PAG
892
Powers Advisory Group
Illinois
$234K +$224K +4,000 New
BG
893
Benedetti & Gucer
Georgia
$233K
JIP
894
JBJ Investment Partners
South Carolina
$233K
NWM
895
Northcape Wealth Management
New York
$233K +$224K +3,994 New
EAM
896
Evanson Asset Management
California
$232K
FTC
897
Farmers Trust Company
Ohio
$232K
OFS
898
OneAscent Financial Services
Alabama
$229K +$220K +3,918 New
UBV
899
United Bank (Virginia)
Virginia
$228K -$56K -1,000 -20%
FMWA
900
Forvis Mazars Wealth Advisors
Missouri
$227K -$15.7K -280 -7%