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1,420 hedge funds and large institutions have $33.3B invested in Aflac in 2024 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 455 increasing their positions, 561 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $339M | Put options by funds: $222M

22% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 97

1% more capital invested

Capital invested by funds: $32.9B → $33.3B (+$424M)

0% more funds holding

Funds holding: 1,4151,420 (+5)

0.73% less ownership

Funds ownership: 68.34%67.62% (-0.73%)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

19% less repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 561

Holders
1,420
Holders Change
+5
Holders Change %
+0.35%
% of All Funds
20.46%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.29%
New
118
Increased
455
Reduced
561
Closed
97
Calls
$339M
Puts
$222M
Net Calls
+$117M
Net Calls Change
+$71.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DWS
1101
Dynamic Wealth Strategies
California
$253K +$1.89K +23 +0.8%
CPBTD
1102
Central Pacific Bank - Trust Division
Hawaii
$253K +$243K +2,965 New
GWM
1103
GDS Wealth Management
Texas
$252K +$241K +2,936 New
NECFA
1104
New England Capital Financial Advisors
Connecticut
$252K +$164 +2 +0.1%
NI
1105
NDVR Inc
Massachusetts
$251K +$17.7K +216 +8%
CF
1106
Copperwynd Financial
Arizona
$251K -$18.8K -229 -7%
GSB
1107
Greenfield Savings Bank
Massachusetts
$247K -$24.6K -300 -9%
PHIC
1108
Pine Haven Investment Counsel
Massachusetts
$246K
DMBA
1109
Deseret Mutual Benefit Administrators
Utah
$246K +$86.1K +1,050 +58%
PT
1110
Plimoth Trust
Massachusetts
$243K
EA
1111
Eudaimonia Advisors
Tennessee
$243K -$3.77K -46 -2%
SIM
1112
Sentry Investment Management
Wisconsin
$243K
AWM
1113
Avior Wealth Management
Nebraska
$243K +$153K +1,865 +194%
SAW
1114
Signal Advisors Wealth
Michigan
$242K +$20.9K +255 +10%
MFG
1115
Marmo Financial Group
Tennessee
$242K
SWM
1116
Seed Wealth Management
Illinois
$242K
AFA
1117
American Financial Advisors
Georgia
$241K -$14.8K -180 -6%
PRWA
1118
Platte River Wealth Advisors
Colorado
$240K
RB
1119
Rodgers Brothers
Pennsylvania
$240K
IGWM
1120
ICA Group Wealth Management
Colorado
$240K -$14.3K -175 -6%
GAG
1121
GM Advisory Group
New York
$239K +$1.39K +17 +0.6%
AWM
1122
Affinity Wealth Management
Delaware
$239K +$2.95K +36 +1%
MM
1123
Meridian Management
Arkansas
$239K +$984 +12 +0.4%
RCWM
1124
Royal Capital Wealth Management
Indiana
$238K -$984 -12 -0.4%
COCM
1125
Charter Oak Capital Management
New Hampshire
$237K +$227K +2,766 New