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
CT
876
Caldwell Trust
Florida
$619K
VDI
877
Vaughan David Investments
Illinois
$619K
DP
878
Dearborn Partners
Illinois
$618K +$19K +187 +3%
WCA
879
Westover Capital Advisors
Delaware
$615K +$325K +3,200 +139%
APW
880
Austin Private Wealth
Texas
$613K +$203 +2 +0%
CWM
881
Chesapeake Wealth Management
Virginia
$612K -$7.62K -75 -1%
IWN
882
Independent Wealth Network
Iowa
$610K -$14.3K -141 -3%
WA
883
WBH Advisory
Maryland
$610K -$55.6K -547 -9%
FCFC
884
First Citizens Financial Corp
Iowa
$609K
HI
885
Harbour Investments
Wisconsin
$607K +$11.1K +109 +2%
PTB
886
Pioneer Trust Bank
Oregon
$603K
IAS
887
Investment Advisory Services
Texas
$602K -$4.17K -41 -0.8%
LWCFA
888
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$602K
SSWM
889
Smith Salley Wealth Management
North Carolina
$598K +$12.8K +126 +2%
WIA
890
World Investment Advisors
California
$594K +$540K +5,310 New
BWM
891
Brophy Wealth Management
New Hampshire
$590K +$536K +5,274 New
FHA
892
Flagship Harbor Advisors
Massachusetts
$581K +$80.4K +791 +18%
EARNEST Partners
893
EARNEST Partners
Georgia
$580K -$16.4K -161 -3%
FMC
894
First Merchants Corp
Indiana
$579K -$5.08K -50 -1%
OBAM
895
ODDO BHF Asset Management
France
$576K +$523K +5,149 New
BWP
896
Barlow Wealth Partners
Kentucky
$573K
FHA
897
First Horizon Advisors
Tennessee
$567K -$279K -2,749 -35%
GIA
898
GHP Investment Advisors
Colorado
$564K
DC
899
Diametric Capital
Massachusetts
$562K +$511K +5,027 New
MMA
900
Miracle Mile Advisors
California
$560K -$13.4K -132 -3%

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.