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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
NWM
976
Northcape Wealth Management
New York
$448K -$58.6K -577 -13%
FNC
977
First National Corp
Massachusetts
$447K
PP
978
Pingora Partners
Wyoming
$447K
PWS
979
Peloton Wealth Strategists
Indiana
$447K
OWA
980
One Wealth Advisors
California
$447K -$1.42K -14 -0.3%
GIA
981
Gladstone Institutional Advisory
Florida
$447K +$8.74K +86 +2%
AWA
982
Aaron Wealth Advisors
Illinois
$446K +$24.4K +240 +6%
D
983
Dentgroup
Louisiana
$446K -$71.3K -702 -15%
GS
984
GTS Securities
New York
$444K -$326K -3,208 -45%
TA
985
TFG Advisers
Michigan
$442K +$16.7K +164 +4%
CCP
986
Carmel Capital Partners
California
$439K +$16.8K +165 +4%
MCM
987
Monument Capital Management
Virginia
$438K +$9.45K +93 +2%
GWANC
988
Guardian Wealth Advisors (North Carolina)
North Carolina
$438K -$3.66K -36 -0.9%
SPWG
989
Sage Private Wealth Group
Illinois
$436K -$80.6K -793 -17%
PTC
990
Philadelphia Trust Company
Pennsylvania
$436K
CI
991
CX Institutional
Indiana
$435K +$1.83K +18 +0.5%
KFI
992
Key Financial Inc
Pennsylvania
$432K
BPWM
993
Badgley Phelps Wealth Managers
Washington
$429K
GCP
994
Gill Capital Partners
Colorado
$428K -$4.67K -46 -1%
PWPS
995
Pinnacle Wealth Planning Services
Ohio
$428K -$1.12K -11 -0.3%
AFG
996
ABLE Financial Group
Arizona
$427K
PAG
997
Powers Advisory Group
Illinois
$426K +$813 +8 +0.2%
IF
998
Insight Folios
North Carolina
$426K +$4.27K +42 +1%
LFP
999
Lakeshore Financial Planning
Michigan
$425K +$102 +1 +0%
LAI
1000
Legal Advantage Investments
California
$425K