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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
GSB
1101
Greenfield Savings Bank
Massachusetts
$257K – – –
LAM
1102
Lewis Asset Management
California
$256K +$9.11K +106 +4%
PHIC
1103
Pine Haven Investment Counsel
Massachusetts
$256K – – –
DMBA
1104
Deseret Mutual Benefit Administrators
Utah
$256K – – –
OPPS
1105
Obsidian Personal Planning Solutions
Maryland
$254K +$19.5K +227 +9%
PT
1106
Plimoth Trust
Massachusetts
$253K – – –
MFG
1107
Marmo Financial Group
Tennessee
$252K – – –
AFA
1108
American Financial Advisors
Georgia
$251K +$172 +2 +0.1%
MM
1109
Meridian Management
Arkansas
$250K +$1.98K +23 +0.8%
GAG
1110
GM Advisory Group
New York
$250K +$1.38K +16 +0.6%
SFG
1111
Sunburst Financial Group
Alabama
$250K -$16.5K -192 -6%
PRWA
1112
Platte River Wealth Advisors
Colorado
$250K – – –
DWS
1113
Dynamic Wealth Strategies
California
$250K -$11.9K -139 -5%
FOA
1114
Five Oceans Advisors
California
$250K -$16.3K -190 -6%
TAM
1115
Titleist Asset Management
Texas
$249K +$24.8K +288 +12%
RCWM
1116
Royal Capital Wealth Management
Indiana
$248K +$172 +2 +0.1%
COCM
1117
Charter Oak Capital Management
New Hampshire
$247K – – –
CCG
1118
Chatham Capital Group
Georgia
$247K – – –
AWA
1119
Arkadios Wealth Advisors
Georgia
$247K +$238K +2,763 New
WPP
1120
Whalerock Point Partners
Rhode Island
$246K – – –
SAG
1121
SageView Advisory Group
California
$246K +$237K +2,755 New
NAS
1122
NWF Advisory Services
California
$246K +$237K +2,752 New
CPBTD
1123
Central Pacific Bank - Trust Division
Hawaii
$245K -$18.7K -218 -7%
NW
1124
NewEdge Wealth
Pennsylvania
$244K -$53.5K -622 -19%
NI
1125
NDVR Inc
Massachusetts
$244K -$17K -198 -7%
43 44
45
46 47

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.