We are live on ! Find out more
AFL icon

Aflac
AFL

1,445 hedge funds and large institutions have $34.5B invested in Aflac in 2024 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 506 increasing their positions, 540 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $360M | Put options by funds: $192M

62% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 71

2% more funds holding

Funds holding: 1,421 → 1,445 (+24)

3% more capital invested

Capital invested by funds: $33.3B → $34.5B (+$1.14B)

0.49% more ownership

Funds ownership: 67.62% → 68.1% (+0.49%)

6% less repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 540

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

Holders
1,445
Holders Change
+24
Holders Change %
+1.69%
% of All Funds
20.87%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.27%
New
115
Increased
506
Reduced
540
Closed
71
Calls
$360M
Puts
$192M
Net Calls
+$168M
Net Calls Change
+$50.6M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$232M
2
UBS AM
UBS AM
Illinois
+$103M
3
Morgan Stanley
Morgan Stanley
New York
+$79.6M
4
Goldman Sachs
Goldman Sachs
New York
+$60.1M
5
SFC
Strategic Financial Concepts
Texas
+$56.6M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$182M
2
BlackRock
BlackRock
New York
-$88M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$45.9M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$45M
5
UBS Group
UBS Group
Switzerland
-$35.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
OS
1001
Objectivity Squared
South Carolina
$339K +$1.72K +20 +0.6%
TA
1002
TFG Advisers
Michigan
$338K +$6.71K +78 +2%
SQA
1003
Simon Quick Advisors
New Jersey
$338K +$54.2K +631 +20%
LIM
1004
Letson Investment Management
Georgia
$338K +$19.3K +225 +6%
IF
1005
Insight Folios
North Carolina
$337K -$15.9K -185 -5%
NB
1006
Nicolet Bankshares
Wisconsin
$336K -$1.29K -15 -0.4%
CCP
1007
Carmel Capital Partners
California
$336K +$28K +326 +9%
FWTB
1008
First Western Trust Bank
Colorado
$336K – – –
PFBT
1009
Parkside Financial Bank & Trust
Missouri
$335K +$7.48K +87 +2%
AWA
1010
Aaron Wealth Advisors
Illinois
$335K +$35K +407 +12%
FIBT
1011
First International Bank & Trust
North Dakota
$334K – – –
TPI
1012
Trust Point Inc
Wisconsin
$334K -$26.6K -309 -8%
IAA
1013
Ironsides Asset Advisors
North Carolina
$333K – – –
AT
1014
American Trust
Kentucky
$333K -$3.44K -40 -1%
CC
1015
Chicago Capital
Illinois
$333K – – –
FPAS
1016
Focus Partners Advisor Solutions
Missouri
$333K +$320K +3,726 New
NSB
1017
Norway Savings Bank
Maine
$332K – – –
AFC
1018
AFT Forsyth & Company
Florida
$328K – – –
SC
1019
Schoolcraft Capital
Colorado
$327K – – –
AR
1020
Apeiron RIA
Texas
$326K – – –
EIP
1021
Ellis Investment Partners
Pennsylvania
$326K +$516 +6 +0.2%
SPC
1022
Spirepoint Private Client
Florida
$326K – – –
LA
1023
Legacy Advisors
Pennsylvania
$326K +$43K +500 +16%
APW
1024
Acima Private Wealth
Virginia
$325K – – –
WPW
1025
Waldron Private Wealth
Pennsylvania
$324K -$860 -10 -0.3%
39 40
41
42 43

AFL Hedge Fund Activity: Q2 2024 in Review

1,445 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q2 2024, worth a combined $34.5B — up 3.4% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new AFL positions and 71 closed out — a net gain of 44 holders — while 506 added to existing stakes and 540 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $232M. The largest seller was First Trust Advisors, cutting an estimated $182M.

  • 1,445 institutional investors held Aflac (AFL) as of Q2 2024, up from 1,421 in Q1 2024.
  • Funds reported $34.5B of Aflac stock for Q2 2024, up 3.4% quarter-over-quarter.
  • 115 funds opened new Aflac positions in Q2 2024 and 71 closed out, a net change of +44 holders.
  • The largest Aflac buyer in Q2 2024 was JP Morgan Chase, an estimated $232M added.
  • The largest Aflac seller in Q2 2024 was First Trust Advisors, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2024.