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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
1401
Heritage Wealth Advisors
Virginia
$69.7K +$4.17K +41 +7%
QC
1402
Quent Capital
New York
$67.6K
TCM
1403
Tradewinds Capital Management
Washington
$67.4K +$305 +3 +0.5%
BWP
1404
Baldwin Wealth Partners
Massachusetts
$65.2K +$305 +3 +0.5%
FC
1405
Fairscale Capital
New Hampshire
$64.3K
CWM
1406
CarsonAllaria Wealth Management
Illinois
$61.4K +$203 +2 +0.4%
RFS
1407
Richardson Financial Services
Massachusetts
$56.5K
ADL
1408
Asset Dedication LLC
California
$56.1K -$4.07K -40 -7%
MIA
1409
MeadowBrook Investment Advisors
Michigan
$55.9K
PSB
1410
Piscataqua Savings Bank
New Hampshire
$55.9K
JWA
1411
JFS Wealth Advisors
Pennsylvania
$53.7K +$711 +7 +1%
VWA
1412
Valued Wealth Advisors
Utah
$53.5K +$26.2K +258 +117%
DPW
1413
DiNuzzo Private Wealth
Pennsylvania
$53.1K -$102 -1 -0.2%
SL
1414
Salomon & Ludwin
Virginia
$52.9K
AEPWM
1415
Atlantic Edge Private Wealth Management
Florida
$52.6K +$27.6K +272 +137%
PFG
1416
Peterson Financial Group
Iowa
$52.3K +$47.6K +468 New
M
1417
MOTCO
Texas
$51.2K
WBC
1418
West Branch Capital
Massachusetts
$51.2K
CCA
1419
Catalyst Capital Advisors
New York
$51.1K +$46.4K +457 New
NS
1420
NBC Securities
Alabama
$50K -$4.07K -40 -8%
TFIPS
1421
Towarzystwo Funduszy Inwestycyjnych PZU SA
$49.2K -$19.3K -190 -30%
S
1422
Sachetta
Massachusetts
$48.4K
RCM
1423
Raleigh Capital Management
North Carolina
$48.2K +$1.93K +19 +5%
APC
1424
Aspire Private Capital
North Carolina
$45.3K
PCMC
1425
Planning Capital Management Corporation
Pennsylvania
$45K -$9.15K -90 -18%