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
SWA
1126
Stratos Wealth Advisors
Ohio
$242K -$1.34M -15,557 -85%
HFS
1127
Hantz Financial Services
Michigan
$242K +$86 +1 +0%
AW
1128
Apricus Wealth
South Carolina
$241K – – –
NFC
1129
Northeast Financial Consultants
Connecticut
$241K – – –
WWM
1130
Western Wealth Management
Colorado
$241K +$232K +2,694 New
FAM
1131
Formidable Asset Management
Ohio
$240K +$76.6K +891 +50%
CFO
1132
CVA Family Office
Colorado
$240K +$7.74K +90 +3%
CPA
1133
Cardiff Park Advisors
California
$240K – – –
FI
1134
FWG Investments
Kentucky
$239K +$230K +2,676 New
MIC
1135
Means Investment Company
Maine
$238K -$6.96K -81 -3%
Balyasny Asset Management
1136
Balyasny Asset Management
Illinois
$237K -$302K -3,518 -57%
CAG
1137
Crestwood Advisors Group
Massachusetts
$237K +$228K +2,656 New
FFB
1138
First Financial Bankshares
Texas
$237K -$56.3K -655 -20%
TWC
1139
TD Waterhouse Canada
Ontario, Canada
$237K -$81.6K -949 -26%
AWAG
1140
ARS Wealth Advisors Group
Florida
$235K – – –
BMM
1141
Buffington Mohr McNeal
Idaho
$235K +$2.41K +28 +1%
SL
1142
Sentry LLC
Tennessee
$235K – – –
PIA
1143
Perennial Investment Advisors
California
$235K – – –
SFO
1144
Stokes Family Office
Louisiana
$234K +$225K +2,619 New
BFAG
1145
Blackston Financial Advisory Group
Florida
$233K +$225K +2,612 New
RWM
1146
Rockline Wealth Management
New York
$233K – – –
KWM
1147
Kaydan Wealth Management
Michigan
$233K – – –
RMDI
1148
R.M. Davis Inc
Maine
$232K +$224K +2,600 New
ISB
1149
Iowa State Bank
Iowa
$232K +$223K +2,595 New
QWP
1150
Quotient Wealth Partners
Texas
$232K +$223K +2,595 New
44 45
46
47 48

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.