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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
FA
1076
Financial Advantage
Maryland
$36K
WBC
1077
West Branch Capital
Massachusetts
$36K
BWM
1078
Baystate Wealth Management
Massachusetts
$36K +$177 +3 +0.5%
BCM
1079
Bourgeon Capital Management
Connecticut
$36K +$235 +4 +0.6%
HWM
1080
Horizons Wealth Management
North Carolina
$34K
NF
1081
Norwood Financial
Pennsylvania
$34K
PSB
1082
Piscataqua Savings Bank
New Hampshire
$34K
WB
1083
Webster Bank
Connecticut
$34K
NFSG
1084
Newbridge Financial Services Group
Florida
$34K +$35.3K +600 New
PCH
1085
Polar Capital Holdings
United Kingdom
$32.3K
MUMSS
1086
Mitsubishi UFJ Morgan Stanley Securities
Japan
$32K
AWM
1087
Avior Wealth Management
Nebraska
$31K -$58.1K -987 -64%
JWA
1088
JFS Wealth Advisors
Pennsylvania
$30K +$6.36K +108 +26%
AA
1089
Ancora Advisors
Ohio
$28K
SC
1090
Solstein Capital
California
$28K
M
1091
MOTCO
Texas
$26K
QC
1092
Quent Capital
New York
$26K
NMG
1093
New Millennium Group
Utah
$26K +$177 +3 +0.7%
EC
1094
EdgeRock Capital
Colorado
$26K +$26.7K +454 New
MPWT
1095
MassMutual Private Wealth & Trust
Connecticut
$25K +$8.53K +145 +48%
APC
1096
Aspire Private Capital
North Carolina
$24K -$588 -10 -2%
HI
1097
Harbour Investments
Wisconsin
$23K
ADL
1098
Asset Dedication LLC
California
$22K
RF
1099
Robbins Farley
New Hampshire
$22K
Bank of Montreal
1100
Bank of Montreal
Ontario, Canada
$21.9K -$2.07M -35,237 -9%