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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
CWP
1226
Concord Wealth Partners
Virginia
-$170K -3,081 Closed
LC
1227
Legacy CG
Texas
-$127K -2,304 Closed
HFS
1228
Heritage Financial Services
Massachusetts
-$121K -2,189 Closed
COCM
1229
Charter Oak Capital Management
New Hampshire
-$108K -1,960 Closed
VVP
1230
Venture Visionary Partners
Ohio
-$102K -1,838 Closed
OPW
1231
Oxler Private Wealth
New York
-$90.2K -1,631 Closed
PI
1232
PEAK6 Investments
Illinois
-$95.2K -1,618 Closed
WOSD
1233
WFA of San Diego
California
-$88K -1,588 Closed
SIAP
1234
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$83K -1,500 Closed
CI
1235
CX Institutional
Indiana
-$82K -1,477 Closed
CFGS
1236
Concourse Financial Group Securities
Alabama
-$50.7K -861 Closed
RIM
1237
Rockbridge Investment Management
New York
-$36K -650 Closed
CWM
1238
Curi Wealth Management
North Carolina
-$29K -519 Closed
SMFG
1239
Sumitomo Mitsui Financial Group
Japan
-$19K -339 Closed
FCG
1240
Financial Connections Group
California
-$14K -264 Closed
RG
1241
Retirement Group
California
-$13K -243 Closed
TCM
1242
Tradewinds Capital Management
Washington
-$10K -176 Closed
LCM
1243
Logan Capital Management
Pennsylvania
-$8K -150 Closed
AIP
1244
Ahrens Investment Partners
Louisiana
-$8K -144 Closed
CA
1245
CoreCap Advisors
Michigan
-$7K -128 Closed
GKIM
1246
GW&K Investment Management
Massachusetts
-$6K -102 Closed
AP
1247
Arlington Partners
Alabama
-$5K -93 Closed
IHWM
1248
Iron Horse Wealth Management
Iowa
-$4K -75 Closed
PFGIA
1249
Patriot Financial Group Insurance Agency
Massachusetts
-$3K -55 Closed
HBW
1250
Hazlett, Burt & Watson
West Virginia
-$3K -53 Closed