We are live on ! Find out more

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
RWMG
1601
Redwood Wealth Management Group
New Jersey
-$22.5K -252 Closed
LFA
1602
Legend Financial Advisors
Pennsylvania
-$20.3K -227 Closed
NFSG
1603
Newbridge Financial Services Group
Florida
-$19.4K -217 Closed
SA
1604
Scarborough Advisors
Maryland
-$18.9K -211 Closed
TSWM
1605
Tyler-Stone Wealth Management
Ohio
-$18.5K -207 Closed
VAG
1606
VisionPoint Advisory Group
Texas
-$17.3K -194 Closed
BHWM
1607
Beaird Harris Wealth Management
Texas
-$15.5K -174 Closed
MA
1608
MCF Advisors
Kentucky
-$13.1K -147 Closed
FW
1609
Fairway Wealth
Ohio
-$11.9K -133 Closed
FCG
1610
Financial Connections Group
California
-$9K -100 Closed
WAG
1611
Wiser Advisor Group
Arizona
-$6.7K -75 Closed
LTI
1612
Laffer Tengler Investments
Tennessee
-$5.8K -65 Closed
HBW
1613
Hazlett, Burt & Watson
West Virginia
-$5K -56 Closed
UWS
1614
Unique Wealth Strategies
Illinois
-$4.38K -51 Closed
BBPWM
1615
Blue Bell Private Wealth Management
Pennsylvania
-$3.75K -42 Closed
FFA
1616
Frazier Financial Advisors
Ohio
-$2.23K -25 Closed
DWA
1617
Delos Wealth Advisors
Texas
-$1.97K -22 Closed
OWA
1618
Opal Wealth Advisors
New York
-$1.61K -18 Closed
AFWM
1619
Abich Financial Wealth Management
Virginia
-$179 -2 Closed
RVM
1620
Robinson Value Management
Texas
-$89 -1 Closed