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Aflac
AFL

1,578 hedge funds and large institutions have $40.3B invested in Aflac in 2024 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 507 increasing their positions, 583 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 112

50% more call options, than puts

Call options by funds: $427M | Put options by funds: $284M

2% more funds holding

Funds holding: 1,550 → 1,578 (+28)

0.22% less ownership

Funds ownership: 67.33% → 67.11% (-0.22%)

4% less capital invested

Capital invested by funds: $42.1B → $40.3B (-$1.78B)

13% less repeat investments, than reductions

Existing positions increased: 507 | Existing positions reduced: 583

23% less funds holding in top 10

Funds holding in top 10: 31 → 24 (-7)

Holders
1,578
Holders Change
+28
Holders Change %
+1.81%
% of All Funds
20.78%
Holding in Top 10
24
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-22.58%
% of All Funds
0.32%
New
170
Increased
507
Reduced
583
Closed
112
Calls
$427M
Puts
$284M
Net Calls
+$143M
Net Calls Change
-$94.4M

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$148M
2
Amundi
Amundi
France
+$134M
3
Norges Bank
Norges Bank
Norway
+$85.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$71.2M
5
UBS AM
UBS AM
Illinois
+$60.7M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$126M
2
Bank of America
Bank of America
North Carolina
-$110M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
-$101M
4
Morgan Stanley
Morgan Stanley
New York
-$88.9M
5
MIHAS
Maj Invest Holding A/S
Denmark
-$86.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1676
Baldwin Wealth Partners
Massachusetts
– -$65.2K -583 Closed
NS
1677
NBC Securities
Alabama
– -$50K -451 Closed
APC
1678
Aspire Private Capital
North Carolina
– -$45.3K -405 Closed
JAM
1679
JCIC Asset Management
Ontario, Canada
– -$44.7K -400 Closed
CWM
1680
Cedar Wealth Management
California
– -$43.2K -386 Closed
EC
1681
Elequin Capital
New York
– -$41.4K -370 Closed
SR
1682
Syntax Research
Florida
– -$33.5K -300 Closed
OA
1683
Operose Advisors
Wisconsin
– -$28.6K -256 Closed
PP
1684
Pacifica Partners
Canada
– -$22.4K -200 Closed
BHWM
1685
Bay Harbor Wealth Management
Maryland
– -$11.1K -99 Closed
WFA
1686
Wells Financial Advisors
Massachusetts
– -$9.5K -85 Closed
CPA
1687
Capital Performance Advisors
California
– -$8.75K -78 Closed
MFA
1688
McClarren Financial Advisors
Pennsylvania
– -$8 -73 Closed
VAMG
1689
Voisard Asset Management Group
Michigan
– -$1.23K -11 Closed
RWM
1690
Reston Wealth Management
Virginia
– -$1.01K -9 Closed
BAM
1691
Belpointe Asset Management
Nevada
– -$894 -8 Closed
MFG
1692
Mendota Financial Group
Wisconsin
– -$112 -1 Closed
64 65 66 67
68

AFL Hedge Fund Activity: Q4 2024 in Review

1,578 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q4 2024, worth a combined $40.3B — down 4.2% from $42.1B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new AFL positions and 112 closed out — a net gain of 58 holders — while 507 added to existing stakes and 583 trimmed.

The largest buyer was Northern Trust, adding an estimated $148M. The largest seller was JP Morgan Chase, cutting an estimated $126M.

  • 1,578 institutional investors held Aflac (AFL) as of Q4 2024, up from 1,550 in Q3 2024.
  • Funds reported $40.3B of Aflac stock for Q4 2024, down 4.2% quarter-over-quarter.
  • 170 funds opened new Aflac positions in Q4 2024 and 112 closed out, a net change of +58 holders.
  • The largest Aflac buyer in Q4 2024 was Northern Trust, an estimated $148M added.
  • The largest Aflac seller in Q4 2024 was JP Morgan Chase, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2024.