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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
KFGK
1301
Keystone Financial Group (Kentucky)
Kentucky
$215K +$196K +1,927 New
AF
1302
Apexium Financial
Texas
$215K +$195K +1,923 New
NPF
1303
Norris Perne & French
Michigan
$215K +$195K +1,920 New
UAG
1304
United Advisor Group
Ohio
$214K +$195K +1,915 New
EWA
1305
Elevate Wealth Advisory
Georgia
$214K +$194K +1,913 New
PCM
1306
Prelude Capital Management
New York
$213K +$193K +1,902 New
PMFA
1307
Plante Moran Financial Advisors
Michigan
$213K +$38.5K +379 +25%
USB
1308
Union Savings Bank
Connecticut
$212K +$20.3K +200 +12%
CIP
1309
Convergence Investment Partners
Florida
$212K +$193K +1,898 New
SAG
1310
SageView Advisory Group
California
$211K -$88.2K -868 -32%
IC
1311
Iconiq Capital
California
$211K +$192K +1,886 New
CHAM
1312
Clear Harbor Asset Management
Connecticut
$211K +$192K +1,885 New
JF
1313
Joule Financial
Kentucky
$211K +$191K +1,883 New
MKA
1314
M. Kulyk & Associates
Georgia
$210K +$191K +1,880 New
BRM
1315
Boston Research & Management
Massachusetts
$210K +$191K +1,880 New
BST
1316
Bath Savings Trust
Maine
$210K +$191K +1,875 New
RC
1317
Roundview Capital
New Jersey
$209K +$190K +1,869 New
XF
1318
XML Financial
Maryland
$207K +$189K +1,855 New
NRS
1319
Neville Rodie & Shaw
New York
$207K +$188K +1,852 New
FG
1320
Foster Group
Iowa
$206K +$187K +1,839 New
RPWA
1321
Regent Peak Wealth Advisors
Georgia
$205K +$186K +1,831 New
W
1322
WorthPointe
California
$204K +$185K +1,822 New
LC
1323
LCNB Corp
Ohio
$204K +$185K +1,821 New
PFA
1324
Pettinga Financial Advisors
Indiana
$203K +$185K +1,816 New
KOMWMG
1325
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$203K +$184K +1,815 New