We are live on ! Find out more

1,050 hedge funds and large institutions have $25.2B invested in Aflac in 2019 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 323 increasing their positions, 449 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more call options, than puts

Call options by funds: $220M | Put options by funds: $70.5M

9% more capital invested

Capital invested by funds: $23.1B → $25.2B (+$2.09B)

10% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 73

0.06% less ownership

Funds ownership: 67.66%67.6% (-0.06%)

0% less funds holding

Funds holding: 1,0521,050 (-2)

24% less funds holding in top 10

Funds holding in top 10: 2519 (-6)

28% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 449

Holders
1,050
Holders Change
-2
Holders Change %
-0.19%
% of All Funds
22.73%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.41%
New
80
Increased
323
Reduced
449
Closed
73
Calls
$220M
Puts
$70.5M
Net Calls
+$149M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
926
CX Institutional
Indiana
$79K +$6.89K +143 +10%
LA
927
Legacy Advisors
Pennsylvania
$76K +$73.2K +1,518 New
FHA
928
Flagship Harbor Advisors
Massachusetts
$75K +$9.73K +202 +15%
FNBOSM
929
First National Bank of South Miami
Florida
$73K
MWC
930
MKD Wealth Coaches
Michigan
$70K
WCM
931
WealthBridge Capital Management
Ohio
$69K +$14.7K +306 +29%
AWM
932
Aevitas Wealth Management
Massachusetts
$68K +$337 +7 +0.5%
CAW
933
Cornerstone Advisors (Washington)
Washington
$68K +$6.94K +144 +12%
LC
934
Lindbrook Capital
California
$65K
RIA
935
Realta Investment Advisors
Delaware
$64K +$60.1K +1,248 New
GT
936
Glenmede Trust
Pennsylvania
$62K -$1.25M -25,838 -2%
CFG
937
CKW Financial Group
Hawaii
$61K
AWMS
938
Advocacy Wealth Management Services
Georgia
$60K
ADL
939
Asset Dedication LLC
California
$60K
THWM
940
Taylor Hoffman Wealth Management
Virginia
$60K
IA
941
IFP Advisors
Florida
$59K -$217K -4,496 -79%
GRP
942
Global Retirement Partners
California
$59K +$4.43K +92 +9%
SBL
943
Sargent Bickham Lagudis
Colorado
$57K -$38.5K -798 -41%
AC
944
Avestar Capital
New York
$57K
TWA
945
TCI Wealth Advisors
Arizona
$54K -$4.48K -93 -8%
OFW
946
Omnia Family Wealth
Florida
$53K -$13.4K -279 -21%
BWP
947
Baldwin Wealth Partners
Massachusetts
$51K +$16.9K +350 +53%
RTC
948
Riverview Trust Company
Washington
$50K
YWP
949
YorkBridge Wealth Partners
New York
$48K
DAM
950
Delta Asset Management
Tennessee
$46K -$9.64K -200 -18%