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1,549 hedge funds and large institutions have $42.1B invested in Aflac in 2024 Q3 according to their latest regulatory filings, with 186 funds opening new positions, 476 increasing their positions, 591 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 68

78% more call options, than puts

Call options by funds: $543M | Put options by funds: $306M

63% more funds holding in top 10

Funds holding in top 10: 1931 (+12)

22% more capital invested

Capital invested by funds: $34.5B → $42.1B (+$7.6B)

7% more funds holding

Funds holding: 1,4441,549 (+105)

0.77% less ownership

Funds ownership: 68.1%67.33% (-0.77%)

19% less repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 591

Holders
1,549
Holders Change
+105
Holders Change %
+7.27%
% of All Funds
22.24%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.45%
New
186
Increased
476
Reduced
591
Closed
68
Calls
$543M
Puts
$306M
Net Calls
+$237M
Net Calls Change
+$69.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1226
Scotia Capital
Ontario, Canada
$251K -$1.73K -17 -0.8%
FBB
1227
Fulton Breakefield Broenniman
Maryland
$250K +$228K +2,239 New
SIA
1228
Soltis Investment Advisors
Utah
$250K -$108K -1,059 -32%
RMDI
1229
R.M. Davis Inc
Maine
$249K -$37.7K -371 -14%
FWM
1230
Foguth Wealth Management
Michigan
$249K -$30.6K -301 -12%
LMKC
1231
L.M. Kohn & Company
Ohio
$249K +$226K +2,224 New
CWMS
1232
Cannon Wealth Management Services
North Carolina
$247K +$225K +2,210 New
DWM
1233
Drive Wealth Management
Utah
$247K +$225K +2,209 New
GWM
1234
Gitterman Wealth Management
New Jersey
$247K +$224K +2,208 New
KCM
1235
Kornitzer Capital Management
Kansas
$246K +$224K +2,202 New
ORC
1236
O'Rourke & Company
Massachusetts
$246K +$224K +2,200 New
VIA
1237
Virtus Investment Advisers
Connecticut
$246K +$224K +2,200 New
VCM
1238
Vision Capital Management
Oregon
$246K +$224K +2,200 New
IHWM
1239
Iron Horse Wealth Management
Iowa
$244K -$85.6K -842 -28%
JC
1240
Jacobs & Co
California
$243K -$40.7K -400 -16%
EP
1241
Edgestream Partners
New Jersey
$242K -$292K -2,870 -57%
MFG
1242
Midwest Financial Group
Kansas
$242K +$220K +2,168 New
DWS
1243
Dynamic Wealth Strategies
California
$241K -$65.2K -642 -23%
HL
1244
HeadInvest LLC
Maine
$240K +$218K +2,146 New
TRIA
1245
Trail Ridge Investment Advisors
Colorado
$240K +$217K +2,139 New
1WM
1246
1858 Wealth Management
Ohio
$240K +$218K +2,144 New
AWM
1247
Aberdeen Wealth Management
Illinois
$239K +$217K +2,140 New
AA
1248
Ancora Advisors
Ohio
$239K -$5.18K -51 -2%
CA
1249
Continuum Advisory
Idaho
$238K +$15.5K +153 +8%
IA
1250
IFP Advisors
Florida
$237K +$67.3K +662 +45%