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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
SS
926
Simplicity Solutions
Minnesota
$238K +$249K +4,232 New
TA
927
TrueWealth Advisors
Alabama
$237K -$42.7K -725 -15%
IGWM
928
ICA Group Wealth Management
Colorado
$237K +$44.7K +760 +22%
SIA
929
Sit Investment Associates
Minnesota
$236K
RFN
930
RDA Financial Network
Iowa
$234K +$6.77K +115 +3%
HSWM
931
Hubbell Strickland Wealth Management
Louisiana
$232K +$177 +3 +0.1%
ECA
932
Elevated Capital Advisors
Utah
$232K +$242K +4,120 New
HIM
933
Hanlon Investment Management
New Jersey
$230K -$1.41K -24 -0.6%
ACP
934
Aviance Capital Partners
Florida
$230K
PM
935
Penbrook Management
New York
$230K
SIM
936
Sentry Investment Management
Wisconsin
$230K
EW
937
Element Wealth
Mississippi
$230K +$2.41K +41 +1%
CT
938
Colonial Trust
South Carolina
$228K +$239K +4,066 New
PTC
939
Philadelphia Trust Company
Pennsylvania
$227K
PAG
940
Powers Advisory Group
Illinois
$227K +$647 +11 +0.3%
BG
941
Benedetti & Gucer
Georgia
$225K -$151K -2,560 -39%
PCMC
942
Paragon Capital Management (Colorado)
Colorado
$225K -$6.06K -103 -3%
GCP
943
Gill Capital Partners
Colorado
$225K -$4.47K -76 -2%
MHS
944
M Holdings Securities
Oregon
$225K +$59 +1 +0%
LAI
945
Legal Advantage Investments
California
$225K +$235K +4,000 New
MKA
946
M. Kulyk & Associates
Georgia
$224K +$235 +4 +0.1%
EAM
947
Evanson Asset Management
California
$223K
FTC
948
Farmers Trust Company
Ohio
$219K -$1.76K -30 -0.8%
FWTB
949
First Western Trust Bank
Colorado
$219K -$883 -15 -0.4%
UBV
950
United Bank (Virginia)
Virginia
$219K