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1,309 hedge funds and large institutions have $30.6B invested in Aflac in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 400 increasing their positions, 523 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more funds holding in top 10

Funds holding in top 10: 1529 (+14)

81% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 64

31% more call options, than puts

Call options by funds: $391M | Put options by funds: $298M

9% more capital invested

Capital invested by funds: $28B → $30.6B (+$2.61B)

3% more funds holding

Funds holding: 1,2721,309 (+37)

0.61% more ownership

Funds ownership: 66.38%66.99% (+0.61%)

24% less repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 523

Holders
1,309
Holders Change
+37
Holders Change %
+2.91%
% of All Funds
20.77%
Holding in Top 10
29
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+93.33%
% of All Funds
0.46%
New
116
Increased
400
Reduced
523
Closed
64
Calls
$391M
Puts
$298M
Net Calls
+$93M
Net Calls Change
-$84.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TPSF
226
Texas Permanent School Fund
Texas
$8.57M -$267K -3,598 -3%
NA
227
NewEdge Advisors
Louisiana
$8.51M +$427K +5,756 +5%
EI
228
Ethic Inc
New York
$8.43M +$441K +5,945 +6%
COPPSERS
229
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$8.34M +$950K +12,802 +13%
Janus Henderson Group
230
Janus Henderson Group
United Kingdom
$8.29M -$492K -6,634 -6%
M&T Bank
231
M&T Bank
New York
$8.17M -$215K -2,902 -3%
AAS
232
Avantax Advisory Services
Texas
$8.01M -$43.6K -588 -0.6%
OPERF
233
Oregon Public Employees Retirement Fund
Oregon
$8M -$2.21M -29,836 -22%
RIA
234
Regal Investment Advisors
Michigan
$7.97M +$319K +4,297 +4%
URS
235
Utah Retirement Systems
Utah
$7.95M +$22.3K +300 +0.3%
Ensign Peak Advisors
236
Ensign Peak Advisors
Utah
$7.94M +$3.41M +45,930 +80%
JWM
237
JGP Wealth Management
Oregon
$7.9M +$132K +1,779 +2%
CAM
238
Cubic Asset Management
Massachusetts
$7.64M -$517K -6,970 -7%
LIM
239
Leavell Investment Management
Alabama
$7.62M -$332K -4,475 -4%
AAM
240
Advisors Asset Management
Colorado
$7.55M -$702K -9,455 -9%
NEI
241
Northwest & Ethical Investments
Ontario, Canada
$7.46M -$141K -1,898 -2%
Marshall Wace
242
Marshall Wace
United Kingdom
$7.42M -$12M -161,237 -63%
CIBC Asset Management
243
CIBC Asset Management
Ontario, Canada
$7.42M -$473K -6,371 -6%
CNB
244
Czech National Bank
Czech Republic
$7.25M +$2.18M +29,395 +45%
CIM
245
Contravisory Investment Management
Massachusetts
$7.22M -$195K -2,633 -3%
GH
246
GAM Holding
Switzerland
$7.16M -$2.93M -39,484 -30%
Vontobel Holding
247
Vontobel Holding
Switzerland
$7.12M -$51.5K -694 -0.7%
MIM
248
Marco Investment Management
Georgia
$7M -$10.8K -145 -0.2%
CI Investments Inc
249
CI Investments Inc
Ontario, Canada
$6.92M -$983K -13,247 -13%
SCI
250
S&CO Inc
Massachusetts
$6.86M

AFL Hedge Fund Activity: Q3 2023 in Review

1,309 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q3 2023, worth a combined $30.6B — up 9.3% from $28B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new AFL positions and 64 closed out — a net gain of 52 holders — while 400 added to existing stakes and 523 trimmed.

The largest buyer was Amundi, adding an estimated $61.2M. The largest seller was Bank Julius Baer & Co, cutting an estimated $74.7M.

  • 1,309 institutional investors held Aflac (AFL) as of Q3 2023, up from 1,272 in Q2 2023.
  • Funds reported $30.6B of Aflac stock for Q3 2023, up 9.3% quarter-over-quarter.
  • 116 funds opened new Aflac positions in Q3 2023 and 64 closed out, a net change of +52 holders.
  • The largest Aflac buyer in Q3 2023 was Amundi, an estimated $61.2M added.
  • The largest Aflac seller in Q3 2023 was Bank Julius Baer & Co, an estimated $74.7M sold.

Based on aggregated 13F filings for Q3 2023.