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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
RCM
951
RNC Capital Management
California
$483K
CWP
952
Concord Wealth Partners
Virginia
$481K -$729K -7,170 -62%
FWM
953
Fairhaven Wealth Management
Illinois
$480K
CAM
954
Cidel Asset Management
Ontario, Canada
$480K -$23K -226 -5%
BWM
955
Baron Wealth Management
Michigan
$480K +$14.9K +147 +4%
CCG
956
Catalina Capital Group
California
$479K +$26.4K +260 +6%
SFG
957
SevenBridge Financial Group
Pennsylvania
$479K
BI
958
Ballast Inc
Kentucky
$478K -$21.6K -213 -5%
DAS
959
Diversify Advisory Services
Utah
$478K -$772K -7,599 -64%
RZH
960
Relyea Zuckerberg Hanson
Connecticut
$474K -$21.6K -213 -5%
CCWM
961
Cassaday & Co Wealth Management
Virginia
$473K -$10.4K -102 -2%
TA
962
TrueWealth Advisors
Alabama
$473K +$407 +4 +0.1%
BW
963
Bison Wealth
Georgia
$472K +$2.95K +29 +0.7%
AAS
964
Annex Advisory Services
Wisconsin
$470K -$20.3K -200 -5%
SIA
965
Sit Investment Associates
Minnesota
$470K
SAM
966
Smartleaf Asset Management
Massachusetts
$470K +$273K +2,689 +173%
NCFG
967
New Century Financial Group
New Jersey
$469K +$10.3K +101 +2%
SQA
968
Simon Quick Advisors
New Jersey
$469K +$41.2K +405 +11%
HSWM
969
Hubbell Strickland Wealth Management
Louisiana
$464K +$203 +2 +0%
CWP
970
Cyndeo Wealth Partners
Florida
$462K +$19.2K +189 +5%
MIM
971
Moseley Investment Management
Florida
$461K +$19.2K +189 +5%
FTC
972
Farmers Trust Company
Ohio
$461K -$74K -728 -15%
KDA
973
Kraft Davis & Associates
Missouri
$456K -$38.2K -376 -8%
GEA
974
Glen Eagle Advisors
New Jersey
$452K -$25.6K -252 -6%
CAMV
975
Concord Asset Management (Virginia)
Virginia
$449K -$721K -7,094 -64%

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.