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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
CS
401
Candriam SCA
Luxembourg
$2.73M -$339K -4,572 -11%
SW
402
SteelPeak Wealth
California
$2.71M +$1.42M +19,192 +119%
CIBC Private Wealth Group
403
CIBC Private Wealth Group
Georgia
$2.68M -$120K -1,616 -4%
CA
404
Cornerstone Advisors
North Carolina
$2.68M +$2.59M +34,900 New
WCBA
405
Weaver C. Barksdale & Associates
Tennessee
$2.66M +$407K +5,481 +19%
Wolverine Trading
406
Wolverine Trading
Illinois
$2.65M +$764K +10,290 +43%
ASN
407
Advisory Services Network
Georgia
$2.6M +$42.8K +577 +2%
WG
408
Welch Group
Alabama
$2.6M
CIAS
409
CFS Investment Advisory Services
New Jersey
$2.6M +$2.51M +33,813 New
MGP
410
Metis Global Partners
California
$2.58M +$176K +2,375 +8%
LSERS
411
Louisiana State Employees Retirement System
Louisiana
$2.57M -$37.1K -500 -1%
NFG
412
Nations Financial Group
Iowa
$2.55M +$297 +4 +0%
UCFA
413
United Capital Financial Advisors
Texas
$2.55M -$19.1M -257,154 -89%
Envestnet Portfolio Solutions
414
Envestnet Portfolio Solutions
Illinois
$2.49M +$2.41M +32,429 New
AIMCA
415
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.48M
MWM
416
Mattern Wealth Management
Kansas
$2.47M +$396K +5,333 +20%
RP
417
Rowlandmiller & Partners
Georgia
$2.47M -$23.8K -321 -1%
TPM
418
Triasima Portfolio Management
Quebec, Canada
$2.45M +$472K +6,360 +25%
HTC
419
Haverford Trust Company
Pennsylvania
$2.42M -$12.1K -163 -0.5%
BONH
420
Bank of New Hampshire
New Hampshire
$2.38M +$20.3K +273 +0.9%
BB
421
Bell Bank
North Dakota
$2.37M
LFG
422
Larson Financial Group
Missouri
$2.34M +$1.79M +24,101 +374%
CNBT
423
Canandaigua National Bank & Trust
New York
$2.34M -$1.04K -14 -0%
GLA
424
Good Life Advisors
Pennsylvania
$2.33M +$109K +1,472 +5%
DADC
425
D.A. Davidson & Co
Montana
$2.31M +$123K +1,652 +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.