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1,181 hedge funds and large institutions have $23.3B invested in Aflac in 2022 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 406 increasing their positions, 428 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

27% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 71

0.7% more ownership

Funds ownership: 65.13%65.83% (+0.7%)

1% more capital invested

Capital invested by funds: $23.2B → $23.3B (+$159M)

1% more funds holding

Funds holding: 1,1731,181 (+8)

5% less repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 428

12% less call options, than puts

Call options by funds: $233M | Put options by funds: $264M

Holders
1,181
Holders Change
+8
Holders Change %
+0.68%
% of All Funds
20.35%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.33%
New
90
Increased
406
Reduced
428
Closed
71
Calls
$233M
Puts
$264M
Net Calls
-$31.8M
Net Calls Change
-$34.1M
Name Holding Trade Value Shares
Change
Change in
Stake
C
1026
Covestor
United Kingdom
$86K +$57.4K +976 +176%
VWM
1027
Valley Wealth Managers
New Jersey
$83K -$47.5K -808 -35%
LS
1028
Leelyn Smith
Illinois
$82K -$22.3K -379 -21%
SBL
1029
Sargent Bickham Lagudis
Colorado
$81K +$471 +8 +0.6%
OSNBOA
1030
Old Second National Bank of Aurora
Illinois
$77K
SCA
1031
Stonebridge Capital Advisors
Minnesota
$74K +$1.59K +27 +2%
GIA
1032
Goodwin Investment Advisory
Georgia
$73K +$76.4K +1,298 New
CA
1033
Crewe Advisors
Utah
$70K +$20.1K +341 +37%
CFG
1034
CKW Financial Group
Hawaii
$68K
EL
1035
EMFO LLC
Florida
$67K
FNBOSM
1036
First National Bank of South Miami
Florida
$67K
Pacer Advisors
1037
Pacer Advisors
Pennsylvania
$66K -$8.31M -141,276 -99%
KA
1038
Kozak & Associates
Colorado
$65K
ZB
1039
Zions Bancorporation
Utah
$63K
SIC
1040
SJS Investment Consulting
Ohio
$63K +$65K +1,104 New
CFFP
1041
Center for Financial Planning
Michigan
$62K
MA
1042
MCF Advisors
Kentucky
$59K +$412 +7 +0.7%
PGAM
1043
Princeton Global Asset Management
New Jersey
$58K
BC
1044
Bartlett & Co
Ohio
$57K
TSW
1045
Thompson Siegel & Walmsley
Virginia
$57K
BCWM
1046
Bartlett & Co Wealth Management
Ohio
$56.9K
MAM
1047
Marquette Asset Management
Minnesota
$56K
Loomis, Sayles & Company
1048
Loomis, Sayles & Company
Massachusetts
$56K +$49.7K +845 +528%
EWM
1049
Endurance Wealth Management
Rhode Island
$56K +$58.8K +1,000 New
PP
1050
PrairieView Partners
Minnesota
$56K +$58.8K +1,000 New