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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
Public Employees Retirement Association of Colorado
251
Public Employees Retirement Association of Colorado
Colorado
$6.74M -$24.1K -325 -0.4%
Cambridge Investment Research Advisors
252
Cambridge Investment Research Advisors
Iowa
$6.74M -$25.2K -340 -0.4%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$6.71M +$216K +2,914 +3%
FNT
254
First National Trust
Pennsylvania
$6.7M +$82.3K +1,109 +1%
RPI
255
Railway Pension Investments
United Kingdom
$6.67M -$490K -6,600 -7%
CWM
256
CIBC World Markets
New York
$6.66M -$1.88M -25,316 -23%
GAM
257
Gotham Asset Management
New York
$6.66M -$229K -3,081 -3%
KL
258
KWMG LLC
Kansas
$6.62M -$55.9K -753 -0.9%
BCI
259
Brinker Capital Investments
Pennsylvania
$6.54M -$222K -2,997 -3%
OPS
260
Orion Portfolio Solutions
Nebraska
$6.54M -$222K -2,997 -3%
GFG
261
Greystone Financial Group
Michigan
$6.53M -$1.81M -24,387 -22%
HBWM
262
Hollow Brook Wealth Management
New York
$6.52M -$547K -7,374 -8%
LCM
263
Liberty Capital Management
Michigan
$6.46M -$2.67K -36 -0%
GLA
264
Great Lakes Advisors
Illinois
$6.44M +$191K +2,575 +3%
PFO
265
Pathstone Family Office
New Jersey
$6.32M +$1.5M +20,231 +33%
MML Investors Services
266
MML Investors Services
Massachusetts
$6.29M +$519K +6,987 +9%
TFA
267
Toth Financial Advisory
Virginia
$6.26M -$129K -1,735 -2%
CNBTD
268
Citizens National Bank Trust Department
Mississippi
$6.21M -$39.5K -532 -0.7%
PAM
269
Palisade Asset Management
Minnesota
$6.11M -$132K -1,772 -2%
BAAM
270
Baker Avenue Asset Management
California
$6.07M +$5.75M +77,421 +4,667%
ECM
271
Estabrook Capital Management
New York
$6.07M -$390K -5,250 -6%
PAI
272
Pittenger & Anderson Inc
Nebraska
$5.99M +$60.5K +815 +1%
SC
273
Stolper & Co
Oklahoma
$5.98M -$4.83K -65 -0.1%
SPIA
274
Steward Partners Investment Advisory
New York
$5.92M -$1.37M -18,478 -19%
X
275
Xponance
Pennsylvania
$5.83M +$124K +1,677 +2%

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.