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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
JCM
301
Jacobi Capital Management
Pennsylvania
$4.87M -$45.5K -613 -1%
Bank of Nova Scotia
302
Bank of Nova Scotia
Ontario, Canada
$4.85M -$542K -7,299 -10%
WAM
303
Wallington Asset Management
Indiana
$4.78M -$6.68K -90 -0.1%
TNB
304
Thomasville National Bank
Georgia
$4.77M -$25.8K -348 -0.6%
CCM
305
Coldstream Capital Management
Washington
$4.76M -$41.3K -556 -0.9%
BC
306
Burney Company
Virginia
$4.74M -$248K -3,342 -5%
S
307
SignatureFD
Georgia
$4.73M +$2.73M +36,782 +148%
Citadel Advisors
308
Citadel Advisors
Florida
$4.65M +$4.01M +53,953 +806%
CT
309
Coastline Trust
Rhode Island
$4.61M -$79.7K -1,074 -2%
EWM
310
Empirical Wealth Management
Washington
$4.57M +$566K +7,631 +15%
CWM
311
Cornerstone Wealth Management
Missouri
$4.57M +$494K +6,651 +13%
HWM
312
HB Wealth Management
Georgia
$4.48M +$52.1K +702 +1%
ST
313
Somerset Trust
Pennsylvania
$4.48M -$12.1K -163 -0.3%
KAS
314
Kestra Advisory Services
Texas
$4.47M -$3.69M -49,717 -46%
VPIM
315
Vanguard Personalized Indexing Management
California
$4.42M +$87.8K +1,183 +2%
Macquarie Group
316
Macquarie Group
Australia
$4.37M +$200K +2,689 +5%
NC
317
NovaPoint Capital
Georgia
$4.34M -$38K -512 -0.9%
KLWA
318
Kelly Lawrence W & Associates
California
$4.29M -$9.28K -125 -0.2%
LIA
319
LBMC Investment Advisors
Tennessee
$4.19M -$9.8K -132 -0.2%
SWS
320
SYSTM Wealth Solutions
Illinois
$4.19M +$126K +1,699 +3%
Wealthfront Advisers
321
Wealthfront Advisers
California
$4.18M +$99.1K +1,335 +3%
VWMG
322
Virginia Wealth Management Group
Virginia
$4.18M -$19K -256 -0.5%
SFI
323
Siemens Fonds Invest
Germany
$4.16M -$605K -8,146 -13%
RVM
324
Robinson Value Management
Texas
$4.14M -$27.7K -373 -0.7%
GIBU
325
Gulf International Bank (UK)
United Kingdom
$4.05M -$420K -5,654 -10%

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.