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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
BCM
1201
Blume Capital Management
California
$172K
MFC
1202
Mechanics Financial Corp
Ohio
$172K
OC
1203
Oakworth Capital
Alabama
$168K -$1.56K -19 -1%
AA
1204
Addison Advisors
Vermont
$168K
JWM
1205
Janiczek Wealth Management
Colorado
$167K +$2.71K +33 +2%
AF
1206
Advisornet Financial
Minnesota
$166K -$15.6K -190 -9%
TF
1207
Tompkins Financial
New York
$166K -$171K -2,086 -52%
SIS
1208
Sound Income Strategies
Florida
$160K +$5.41K +66 +4%
T. Rowe Price Investment Management
1209
T. Rowe Price Investment Management
Maryland
$156K +$51.6K +630 +53%
FAM
1210
Formidable Asset Management
Ohio
$155K +$148K +1,800 New
SWM
1211
Sugarloaf Wealth Management
Georgia
$151K +$82 +1 +0.1%
AA
1212
Alta Advisers
United Kingdom
$146K
WSCM
1213
Wellington Shields Capital Management
New York
$146K
RA
1214
Ransom Advisory
Rhode Island
$146K +$139K +1,700 New
USB
1215
Union Savings Bank
Connecticut
$146K
CG
1216
Cutler Group
California
$145K +$139K +1,694 New
CTA
1217
Colonial Trust Advisors
South Carolina
$144K +$7.3K +89 +6%
ECM
1218
Elgethun Capital Management
South Dakota
$137K +$410 +5 +0.3%
RA
1219
Rise Advisors
New York
$135K +$20.3K +248 +19%
ST
1220
Smithfield Trust
Pennsylvania
$134K
DCM
1221
Davis Capital Management
Florida
$133K -$6.48K -79 -5%
PMFA
1222
Plante Moran Financial Advisors
Michigan
$131K -$4.75K -58 -4%
Lazard Asset Management
1223
Lazard Asset Management
New York
$130K +$20.2K +247 +19%
IA
1224
IFP Advisors
Florida
$128K +$984 +12 +0.8%
OC
1225
Oakmont Corp
California
$125K