1,404 hedge funds and large institutions have $32.8B invested in Aflac in 2023 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 439 increasing their positions, 507 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,404
Holders Change
+105
Holders Change %
+8.08%
% of All Funds
20.58%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.32%
New
189
Increased
439
Reduced
507
Closed
61
Calls
$416M
Puts
$370M
Net Calls
+$45.6M
Net Calls Change
-$47.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
876
Clearstead Advisors
Ohio
$463K -$1.13M -13,683 -71%
TC
877
Telemus Capital
Michigan
$460K -$231K -2,801 -33%
RWP
878
RWA Wealth Partners
Massachusetts
$458K +$458K +5,548 New
VDI
879
Vaughan David Investments
Illinois
$457K
LWCFA
880
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$453K
MM
881
MQS Management
New York
$452K +$452K +5,484 New
APW
882
Austin Private Wealth
Texas
$452K
PL
883
Plancorp LLC
Missouri
$451K +$13.6K +165 +3%
OWM
884
OneAscent Wealth Management
Alabama
$451K -$150K -1,821 -25%
HIM
885
Hanlon Investment Management
New Jersey
$451K -$43.1K -522 -9%
AP
886
Adero Partners
California
$451K -$64.8K -786 -13%
PTC
887
Private Trust Company
Ohio
$450K -$18.5K -224 -4%
IAIM
888
International Assets Investment Management
Florida
$450K +$35.7K +433 +9%
APP
889
Avantax Planning Partners
Iowa
$450K -$495 -6 -0.1%
FCFC
890
First Citizens Financial Corp
Iowa
$450K
RCM
891
RNC Capital Management
California
$446K
DAS
892
Dynamic Advisor Solutions
Arizona
$446K +$209K +2,528 +88%
PTB
893
Pioneer Trust Bank
Oregon
$445K
AWA
894
Arkadios Wealth Advisors
Georgia
$442K +$442K +5,354 New
FSC
895
Full Sail Capital
Oklahoma
$437K +$28.1K +340 +7%
NWM
896
Northcape Wealth Management
New York
$437K -$54.5K -661 -11%
KA
897
Kovack Advisors
Florida
$435K -$8.41K -102 -2%
APWM
898
Argonautica Private Wealth Management
Massachusetts
$431K
GW
899
GW & Wade
Massachusetts
$431K +$1.65K +20 +0.4%
AIM
900
Avity Investment Management
Connecticut
$429K +$429K +5,200 New