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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
HWA
1276
Heartwood Wealth Advisors
Virginia
$224K +$204K +2,006 New
AIS
1277
AM Investment Strategies
Tennessee
$224K +$203K +2,000 New
BCM
1278
Blume Capital Management
California
$224K
MFC
1279
Mechanics Financial Corp
Ohio
$224K
FA
1280
Fagan Associates
New York
$224K +$203K +2,000 New
MSCM
1281
McElhenny Sheffield Capital Management
Texas
$224K +$203K +2,000 New
OAM
1282
Oberweis Asset Management
Illinois
$224K +$203K +2,000 New
PHIMC
1283
Private Harbour Investment Management & Counsel
Ohio
$224K +$203K +2,000 New
SCA
1284
STALEY CAPITAL ADVISERS
Pennsylvania
$224K +$203K +2,000 New
LI
1285
LMCG Investments
Massachusetts
$223K +$203K +1,999 New
TWA
1286
TCI Wealth Advisors
Arizona
$223K +$203K +1,995 New
RIM
1287
Rockbridge Investment Management
New York
$222K +$202K +1,989 New
NL
1288
NWAM LLC
Washington
$221K +$201K +1,979 New
AA
1289
Addison Advisors
Vermont
$221K
ACA
1290
Affinity Capital Advisors
California
$221K +$201K +1,977 New
AOWM
1291
Alpha Omega Wealth Management
Virginia
$221K +$201K +1,977 New
VC
1292
Vicus Capital
Pennsylvania
$221K +$201K +1,973 New
LWM
1293
Laidlaw Wealth Management
New York
$220K +$200K +1,972 New
MAG
1294
Mayfair Advisory Group
Alabama
$220K +$194K +1,908 New
CC
1295
Callan Capital
California
$220K +$200K +1,964 New
KIC
1296
Keating Investment Counselors
Florida
$219K +$199K +1,961 New
BFA
1297
Bill Few Associates
Pennsylvania
$218K +$198K +1,950 New
NG
1298
Norden Group
Utah
$216K +$197K +1,936 New
CA
1299
Claro Advisors
Massachusetts
$216K +$197K +1,935 New
PAMG
1300
Patton Albertson Miller Group
Tennessee
$216K +$196K +1,928 New