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1,147 hedge funds and large institutions have $25.3B invested in Aflac in 2021 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 358 increasing their positions, 387 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 179 | Existing positions closed: 78

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

9% more capital invested

Capital invested by funds: $23.2B → $25.3B (+$2.09B)

8% more funds holding

Funds holding: 1,0661,147 (+81)

0.83% less ownership

Funds ownership: 66.48%65.65% (-0.83%)

7% less repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 387

12% less call options, than puts

Call options by funds: $160M | Put options by funds: $182M

Holders
1,147
Holders Change
+81
Holders Change %
+7.6%
% of All Funds
17.65%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.17%
New
179
Increased
358
Reduced
387
Closed
78
Calls
$160M
Puts
$182M
Net Calls
-$21.8M
Net Calls Change
-$44M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
1001
Kozak & Associates
Colorado
$67K
ZB
1002
Zions Bancorporation
Utah
$66K +$7.9K +141 +14%
CFFP
1003
Center for Financial Planning
Michigan
$64K
GLLW
1004
Graves Light Lenhart Wealth
Virginia
$64K
TSW
1005
Thompson Siegel & Walmsley
Virginia
$60K
PGAM
1006
Princeton Global Asset Management
New Jersey
$60K +$57.7K +1,030 New
EBA
1007
Eagle Bay Advisors
New York
$59K -$53.1K -947 -49%
MAM
1008
Marquette Asset Management
Minnesota
$58K
OSNBOA
1009
Old Second National Bank of Aurora
Illinois
$57K -$6.95K -124 -9%
TC
1010
Tacita Capital
Ontario, Canada
$57K
RIM
1011
Rockbridge Investment Management
New York
$53K +$14K +250 +38%
LSA
1012
Leonteq Securities AG
Switzerland
$52K +$5.04K +90 +11%
PWMG
1013
Prestige Wealth Management Group
New Jersey
$52K -$1.23K -22 -2%
BHWM
1014
Beaird Harris Wealth Management
Texas
$52K +$49.8K +888 New
FP
1015
Financial Perspectives
Minnesota
$50.9K +$280 +5 +0.6%
LCM
1016
Logan Capital Management
Pennsylvania
$50K +$8.41K +150 +21%
Credit Agricole
1017
Credit Agricole
France
$48K +$45.9K +819 New
PCG
1018
Private Capital Group
Connecticut
$47K -$11.3K -202 -20%
DA
1019
Denali Advisors
California
$47K +$22.4K +400 +100%
AWM
1020
Atticus Wealth Management
Florida
$47K +$44.9K +802 New
BWS
1021
BCR Wealth Strategies
Alabama
$47K +$45.6K +813 New
CA
1022
Crewe Advisors
Utah
$45K
AFS
1023
Annapolis Financial Services
Maryland
$41K
SGAM
1024
Smith Group Asset Management
Texas
$41K +$3.31K +59 +9%
BFC
1025
Bedel Financial Consulting
Indiana
$40K