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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
MGIA
926
Moneta Group Investment Advisors
Missouri
$508K +$12.9K +127 +3%
BCMLT
927
Beacon Capital Management LLC (Tennessee)
Tennessee
$507K +$26.2K +258 +6%
WT
928
Washington Trust
Rhode Island
$507K -$49.1K -483 -10%
GSEP
929
Golden State Equity Partners
California
$507K -$145K -1,425 -24%
SW
930
Simplicity Wealth
New Jersey
$506K -$910K -8,950 -66%
OBGC
931
O'Brien Greene & Co
Pennsylvania
$506K
ECA
932
Elevated Capital Advisors
Utah
$505K
NW
933
NewEdge Wealth
Pennsylvania
$503K +$180K +1,772 +65%
TPA
934
Trivium Point Advisory
Connecticut
$502K +$24.7K +243 +6%
SG
935
StoneX Group
New York
$502K +$456K +4,489 New
Luther King Capital Management (LKCM)
936
Luther King Capital Management (LKCM)
Texas
$502K +$90K +886 +25%
RWM
937
Revisor Wealth Management
Ohio
$501K -$18K -177 -4%
NB
938
Northwest Bancshares
Pennsylvania
$501K +$1.63K +16 +0.4%
GXJ
939
Global X Japan
Japan
$501K -$59.4K -584 -12%
IPW
940
Invictus Private Wealth
Colorado
$495K -$24.4K -240 -5%
MIM
941
MTM Investment Management
South Carolina
$495K -$142K -1,401 -25%
PK
942
Pflug Koory
Nebraska
$494K +$450K +4,423 New
SMA
943
Sage Mountain Advisors
Georgia
$493K -$62.3K -613 -12%
OIC
944
Orion Investment Company
Missouri
$492K
FMWA
945
Forvis Mazars Wealth Advisors
Missouri
$490K +$445K +4,379 New
WG
946
Watchman Group
Texas
$489K -$5.39K -53 -1%
DAS
947
Dynamic Advisor Solutions
Arizona
$489K +$16K +157 +4%
MAM
948
Madison Asset Management
Wisconsin
$488K
PP
949
Patten & Patten
Tennessee
$487K -$6.91K -68 -2%
BIG
950
Brooklyn Investment Group
New York
$487K +$407 +4 +0.1%

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.