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Aflac
AFL

1,445 hedge funds and large institutions have $34.5B invested in Aflac in 2024 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 506 increasing their positions, 540 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $360M | Put options by funds: $192M

62% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 71

2% more funds holding

Funds holding: 1,421 → 1,445 (+24)

3% more capital invested

Capital invested by funds: $33.3B → $34.5B (+$1.14B)

0.49% more ownership

Funds ownership: 67.62% → 68.1% (+0.49%)

6% less repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 540

5% less funds holding in top 10

Funds holding in top 10: 20 → 19 (-1)

Holders
1,445
Holders Change
+24
Holders Change %
+1.69%
% of All Funds
20.87%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.27%
New
115
Increased
506
Reduced
540
Closed
71
Calls
$360M
Puts
$192M
Net Calls
+$168M
Net Calls Change
+$50.6M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$232M
2
UBS AM
UBS AM
Illinois
+$103M
3
Morgan Stanley
Morgan Stanley
New York
+$79.6M
4
Goldman Sachs
Goldman Sachs
New York
+$60.1M
5
SFC
Strategic Financial Concepts
Texas
+$56.6M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$182M
2
BlackRock
BlackRock
New York
-$88M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$45.9M
4
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$45M
5
UBS Group
UBS Group
Switzerland
-$35.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
1426
Blue Bell Private Wealth Management
Pennsylvania
$3.75K – – –
1IA
1427
1620 Investment Advisors
Massachusetts
$3.39K +$3.27K +38 New
LIM
1428
Longfellow Investment Management
Massachusetts
$2.95K – – –
PO
1429
Private Ocean
California
$2.95K +$2.84K +33 New
GWSA
1430
Global Wealth Strategies & Associates
Colorado
$2.86K – – –
BWAM
1431
Boyd Watterson Asset Management
Ohio
$2.41K – – –
FFA
1432
Frazier Financial Advisors
Ohio
$2.23K +$2.15K +25 New
ECM
1433
Everence Capital Management
Indiana
$2.17K – – –
TFM
1434
TFC Financial Management
Massachusetts
$2.06K – – –
DWA
1435
Delos Wealth Advisors
Texas
$1.97K – – –
PA
1436
PSI Advisors
Florida
$1.7K – – –
OWA
1437
Opal Wealth Advisors
New York
$1.61K +$1.55K +18 New
NL
1438
NVWM LLC
Pennsylvania
$1.52K +$430 +5 +42%
WWM
1439
Wolff Wiese Magana
California
$1.34K – – –
TCM
1440
TD Capital Management
Tennessee
$1.08K -$258 -3 -20%
SWA
1441
SOA Wealth Advisors
New York
$859 -$1.63K -19 -66%
BAM
1442
Belpointe Asset Management
Nevada
$712 +$688 +8 New
WA
1443
WestEnd Advisors
North Carolina
$268 +$86 +1 +50%
AFWM
1444
Abich Financial Wealth Management
Virginia
$179 – – –
RVM
1445
Robinson Value Management
Texas
$89 – – –
YDMI
1446
Y.D. More Investments
Israel
$67 +$24.1K +280 New
EWP
1447
Elevation Wealth Partners
California
$15 – – –
DWM
1448
Dogwood Wealth Management
Kansas
$7 – – –
AIG
1449
American International Group
New York
– -$12.3M -142,788 Closed
Holocene Advisors
1450
Holocene Advisors
New York
– -$9.79M -114,002 Closed
56 57
58
59 60

AFL Hedge Fund Activity: Q2 2024 in Review

1,445 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q2 2024, worth a combined $34.5B — up 3.4% from $33.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new AFL positions and 71 closed out — a net gain of 44 holders — while 506 added to existing stakes and 540 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $232M. The largest seller was First Trust Advisors, cutting an estimated $182M.

  • 1,445 institutional investors held Aflac (AFL) as of Q2 2024, up from 1,421 in Q1 2024.
  • Funds reported $34.5B of Aflac stock for Q2 2024, up 3.4% quarter-over-quarter.
  • 115 funds opened new Aflac positions in Q2 2024 and 71 closed out, a net change of +44 holders.
  • The largest Aflac buyer in Q2 2024 was JP Morgan Chase, an estimated $232M added.
  • The largest Aflac seller in Q2 2024 was First Trust Advisors, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2024.