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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
MWM
326
Mission Wealth Management
California
$4.04M +$3.19M +42,952 +444%
SMDAM
327
Sumitomo Mitsui DS Asset Management
Japan
$4.04M +$280K +3,772 +8%
BCIM
328
British Columbia Investment Management
British Columbia, Canada
$4.01M -$29.1K -392 -0.7%
AFG
329
Albion Financial Group
Utah
$3.97M +$26.6K +358 +0.7%
GCM
330
Graham Capital Management
Connecticut
$3.94M -$8.07M -108,683 -68%
YIA
331
YHB Investment Advisors
Connecticut
$3.92M -$32.8K -442 -0.9%
TRSOTSOK
332
Teachers Retirement System of the State of Kentucky
Kentucky
$3.91M
KC
333
Kinloch Capital
Virginia
$3.9M -$1.11K -15 -0%
ACIM
334
Azimuth Capital Investment Management
Michigan
$3.9M -$55.7K -750 -1%
FT
335
Fiduciary Trust
Massachusetts
$3.87M -$169K -2,276 -4%
BPA
336
Beacon Pointe Advisors
California
$3.8M +$3.08M +41,553 +524%
RFC
337
Regions Financial Corp
Alabama
$3.76M -$16K -216 -0.4%
KPWS
338
Kestra Private Wealth Services
Texas
$3.74M +$407K +5,477 +13%
MLL
339
Moody Lynn & Lieberson
Massachusetts
$3.73M +$3.61M +48,599 New
ECM
340
ExodusPoint Capital Management
New York
$3.71M +$2.21M +29,792 +161%
EMPI
341
Elo Mutual Pension Insurance
Finland
$3.69M +$16.4K +221 +0.5%
CHC
342
City Holding Co
West Virginia
$3.69M +$415K +5,587 +13%
LRIC
343
Long Road Investment Counsel
Michigan
$3.67M
SBH
344
Segall Bryant & Hamill
Illinois
$3.66M -$14K -189 -0.4%
EI
345
EDMP Inc
Florida
$3.66M -$183K -2,469 -5%
Daiwa Securities Group
346
Daiwa Securities Group
Japan
$3.62M +$189K +2,546 +6%
QI
347
QV Investors
Alberta, Canada
$3.61M -$78.7K -1,060 -2%
QCM
348
Quantinno Capital Management
New York
$3.55M +$1.05M +14,150 +44%
MSRPS
349
Maryland State Retirement & Pension System
Maryland
$3.53M
NSAM
350
North Star Asset Management
Wisconsin
$3.5M -$20.8K -280 -0.6%

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.