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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
OAM
376
Ostrum Asset Management
France
$3.04M +$79K +1,064 +3%
LFS
377
Legacy Financial Strategies
Kansas
$3M +$82.7K +1,114 +3%
UB
378
UMB Bank
Missouri
$2.99M +$131K +1,770 +5%
CIA
379
Choate Investment Advisors
Massachusetts
$2.99M +$73.7K +993 +3%
SAM
380
Securian Asset Management
Minnesota
$2.98M -$450K -6,063 -14%
GWM
381
GSB Wealth Management
Connecticut
$2.95M +$15.5K +209 +0.5%
WWA
382
WCG Wealth Advisors
Nevada
$2.92M +$2.83M +38,061 New
GC
383
Gould Capital
Washington
$2.92M -$33.9K -457 -1%
SVWAG
384
Sound View Wealth Advisors Group
Georgia
$2.91M +$34.4K +464 +1%
GWSG
385
GPS Wealth Strategies Group
Colorado
$2.89M +$2.75K +37 +0.1%
SIS
386
Strategic Investment Solutions
Illinois
$2.86M +$2.82M +37,944 +6,200%
WI
387
Wintrust Investments
Illinois
$2.86M +$2.77M +37,294 New
EHWM
388
Eads & Heald Wealth Management
Georgia
$2.86M -$135K -1,821 -5%
B
389
Bailard
California
$2.85M -$1.41K -19 -0.1%
DFA
390
Delta Financial Advisors
Louisiana
$2.85M +$371 +5 +0%
SNBOSD
391
Security National Bank of So Dak
Iowa
$2.84M +$50.5K +680 +2%
AI
392
AdvisorShares Investments
Maryland
$2.84M +$159K +2,144 +6%
TF
393
Trek Financial
Arizona
$2.84M -$99.5K -1,341 -4%
1832 Asset Management
394
1832 Asset Management
Ontario, Canada
$2.81M -$420K -5,659 -13%
FCH
395
Freestone Capital Holdings
Washington
$2.79M -$1.1M -14,771 -29%
MME
396
Meag Munich Ergo
Germany
$2.75M +$1.12M +15,116 +73%
SNBOSCI
397
Security National Bank of Sioux City Iowa
Iowa
$2.75M -$76.5K -1,030 -3%
KNW
398
Kesler Norman & Wride
Utah
$2.74M -$256K -3,453 -9%
BMSSC
399
B. Metzler seel. Sohn & Co
Germany
$2.74M +$107K +1,448 +4%
Pacer Advisors
400
Pacer Advisors
Pennsylvania
$2.73M +$62.2K +838 +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.