We are live on ! Find out more

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
Parallax Volatility Advisers
351
Parallax Volatility Advisers
California
$3.49M +$1.52M +20,476 +82%
IAA
352
Independent Advisor Alliance
North Carolina
$3.49M -$73.8K -994 -2%
PCM
353
Parsons Capital Management
Rhode Island
$3.47M -$2.97K -40 -0.1%
DILIC
354
Dai-ichi Life Insurance Company
Japan
$3.46M +$179K +2,416 +6%
PGFC
355
Peapack-Gladstone Financial Corp
New Jersey
$3.45M -$71.5K -963 -2%
UA
356
Unison Advisors
District of Columbia
$3.42M +$18.4K +248 +0.6%
PAS
357
Park Avenue Securities
New York
$3.41M -$46.1K -621 -1%
TI
358
Trexquant Investment
Connecticut
$3.39M +$1.74M +23,433 +113%
MMA
359
Mizuho Markets Americas
New York
$3.38M +$3.27M +44,066 New
ARG
360
Advisory Resource Group
Oklahoma
$3.35M -$60.5K -815 -2%
EWM
361
Evercore Wealth Management
New York
$3.35M -$145K -1,957 -4%
TI
362
Tidal Investments
Wisconsin
$3.32M +$268K +3,611 +9%
DWA
363
Dorsey Wright & Associates
California
$3.28M +$2.9K +39 +0.1%
IA
364
IFG Advisory
Georgia
$3.26M +$7.57K +102 +0.2%
KRS
365
Kentucky Retirement Systems
Kentucky
$3.22M -$166K -2,238 -5%
CAC
366
Certified Advisory Corp
Florida
$3.22M +$3.11M +41,941 New
WBC
367
Westpac Banking Corp
Australia
$3.2M -$245K -3,300 -7%
EFH
368
Eaton Financial Holdings
Florida
$3.18M +$3.08M +41,447 New
LOIM
369
Liberty One Investment Management
Illinois
$3.15M +$120K +1,610 +4%
OQS
370
Occudo Quantitative Strategies
Florida
$3.13M -$1.48M -19,920 -33%
HIMCH
371
Hartford Investment Management Co (HIMCO)
Connecticut
$3.13M -$110K -1,486 -4%
CPA
372
Court Place Advisors
Maryland
$3.09M -$37.1K -500 -1%
MLM
373
Mount Lucas Management
Pennsylvania
$3.08M -$31.9K -430 -1%
MA
374
Mutual Advisors
Nebraska
$3.07M +$2.34M +31,568 +375%
WAM
375
Wakefield Asset Management
Colorado
$3.04M -$188K -2,531 -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.