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Aflac
AFL

Overview Fund Activity

1,079 hedge funds and large institutions have $24.2B invested in Aflac in 2021 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 390 increasing their positions, 377 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,079
Holders Change
+12
Holders Change %
+1.12%
% of All Funds
18.84%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.24%
New
94
Increased
390
Reduced
377
Closed
66
Calls
$115M
Puts
$95.1M
Net Calls
+$20.3M
Net Calls Change
-$43.6M

Top Buyers

1
BlackRock
BlackRock
New York
$2.53B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$702M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$642M
4
AssetMark Inc
AssetMark Inc
California
$106M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$81.4M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$89.3M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
$21.2M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$3.51M
4
Franklin Resources
Franklin Resources
California
$26.7M
5
RL
Ruffer LLP
United Kingdom
$3.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
976
Bedel Financial Consulting
Indiana
$37K – – –
BWP
977
Baldwin Wealth Partners
Massachusetts
$35K – – –
RIM
978
Rockbridge Investment Management
New York
$35K – – –
BWM
979
Baystate Wealth Management
Massachusetts
$34K +$162 +3 +0.5%
SWA
980
SOA Wealth Advisors
New York
$34K +$4.77K +89 +16%
WBC
981
West Branch Capital
Massachusetts
$34K +$34K +641 New
FA
982
Financial Advantage
Maryland
$33K – – –
HR
983
Howe & Rusling
New York
$33K – – –
TFO
984
Tarbox Family Office
California
$33K – – –
BCM
985
Bourgeon Capital Management
Connecticut
$33K +$160 +3 +0.5%
AA
986
Addison Advisors
Vermont
$33K +$33K +622 New
SGAM
987
Smith Group Asset Management
Texas
$32K -$6.46K -121 -17%
LF
988
Lee Financial
Texas
$32K – – –
WB
989
Webster Bank
Connecticut
$32K – – –
WQ
990
Wealth Quarterback
New Jersey
$31K +$31K +562 New
LC
991
Lindbrook Capital
California
$30K – – –
GWS
992
Glassman Wealth Services
Virginia
$28K +$1.02K +19 +4%
SC
993
Solstein Capital
California
$27K – – –
JAM
994
JCIC Asset Management
Ontario, Canada
$27K – – –
SFP
995
Sterling Financial Planning
New Jersey
$27K +$27K +500 New
SMFG
996
Sumitomo Mitsui Financial Group
Japan
$27K +$27K +500 New
LWA
997
Lenox Wealth Advisors
New York
$25K -$3.82K -72 -13%
M
998
MOTCO
Texas
$25K – – –
PFBT
999
Parkside Financial Bank & Trust
Missouri
$25K +$4.05K +75 +19%
APC
1000
Aspire Private Capital
North Carolina
$24K +$13.4K +251 +126%
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40
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