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1,420 hedge funds and large institutions have $33.3B invested in Aflac in 2024 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 455 increasing their positions, 561 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $339M | Put options by funds: $222M

22% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 97

1% more capital invested

Capital invested by funds: $32.9B → $33.3B (+$424M)

0% more funds holding

Funds holding: 1,4151,420 (+5)

0.73% less ownership

Funds ownership: 68.34%67.62% (-0.73%)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

19% less repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 561

Holders
1,420
Holders Change
+5
Holders Change %
+0.35%
% of All Funds
20.46%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.29%
New
118
Increased
455
Reduced
561
Closed
97
Calls
$339M
Puts
$222M
Net Calls
+$117M
Net Calls Change
+$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
951
Watchman Group
Texas
$376K
CA
952
CSM Advisors
Pennsylvania
$373K -$107K -1,300 -23%
NRA
953
NSI Retail Advisors
Pennsylvania
$373K -$107K -1,300 -23%
CW
954
CreativeOne Wealth
Kansas
$373K +$357K +4,350 New
GEA
955
Glen Eagle Advisors
New Jersey
$373K
RZH
956
Relyea Zuckerberg Hanson
Connecticut
$372K +$4.02K +49 +1%
EFS
957
Essex Financial Services
Connecticut
$372K +$75.4K +920 +27%
BIG
958
Brooklyn Investment Group
New York
$371K
AAS
959
Annex Advisory Services
Wisconsin
$370K -$738 -9 -0.2%
EWA
960
EP Wealth Advisors
California
$369K +$5.49K +67 +2%
FWM
961
Fairhaven Wealth Management
Illinois
$369K -$574 -7 -0.2%
IAN
962
Integrated Advisors Network
Texas
$368K
BCMLT
963
Beacon Capital Management LLC (Tennessee)
Tennessee
$368K +$336K +4,096 +2,214%
CCWM
964
Cassaday & Co Wealth Management
Virginia
$363K +$38.9K +475 +13%
TA
965
TrueWealth Advisors
Alabama
$362K +$328 +4 +0.1%
SIA
966
Sit Investment Associates
Minnesota
$361K
SFG
967
SevenBridge Financial Group
Pennsylvania
$361K
FHA
968
Flagship Harbor Advisors
Massachusetts
$360K +$68.5K +836 +25%
BW
969
Bison Wealth
Georgia
$360K +$82 +1 +0%
OWA
970
One Wealth Advisors
California
$356K +$340K +4,152 New
HSWM
971
Hubbell Strickland Wealth Management
Louisiana
$356K +$164 +2 +0%
PM
972
Penbrook Management
New York
$352K
PAG
973
Powers Advisory Group
Illinois
$351K +$902 +11 +0.3%
MGIA
974
Moneta Group Investment Advisors
Missouri
$349K -$1.15K -14 -0.3%
GWANC
975
Guardian Wealth Advisors (North Carolina)
North Carolina
$348K +$9.02K +110 +3%