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
SO
426
STRS Ohio
Ohio
$2.3M -$230K -3,104 -9%
TFF
427
The Family Firm
Maryland
$2.3M +$371 +5 +0%
SWP
428
Stratos Wealth Partners
Ohio
$2.29M +$8.31K +112 +0.4%
CAM
429
Chesapeake Asset Management
New York
$2.22M
BOSSRA
430
B.O.S.S. Retirement Advisors
Utah
$2.2M +$177K +2,383 +9%
O
431
Ossiam
France
$2.2M +$1.43M +19,284 +206%
NMERB
432
New Mexico Educational Retirement Board
New Mexico
$2.2M +$104K +1,400 +5%
DWP
433
Daymark Wealth Partners
Ohio
$2.17M -$504K -6,793 -19%
DIA
434
Dean Investment Associates
Ohio
$2.15M -$31K -417 -1%
BF
435
BOK Financial
Oklahoma
$2.12M +$102K +1,372 +5%
Thrivent Financial for Lutherans
436
Thrivent Financial for Lutherans
Minnesota
$2.12M -$48K -647 -2%
GCC
437
Guardian Capital (Canada)
Ontario, Canada
$2.12M
Walleye Trading
438
Walleye Trading
New York
$2.11M +$2.05M +27,551 New
TIAA Trust, National Association
439
TIAA Trust, National Association
North Carolina
$2.11M +$2.04M +27,530 New
CA
440
CoreCap Advisors
Michigan
$2.1M +$100K +1,351 +5%
API
441
Advisor Partners II
California
$2.1M +$300K +4,040 +17%
FDCDDQ
442
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.08M -$114K -1,531 -5%
PFPT
443
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.08M +$14.8K +200 +0.7%
OTPPB
444
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.07M -$294K -3,963 -13%
AWM
445
Apollon Wealth Management
South Carolina
$2.06M -$3.86K -52 -0.2%
BFO
446
Biltmore Family Office
North Carolina
$2.05M -$47K -633 -2%
MPPW
447
Mitchell & Pahl Private Wealth
Oklahoma
$2.04M +$97.5K +1,313 +5%
IWC
448
Integrated Wealth Concepts
Massachusetts
$2.03M +$269K +3,628 +16%
KC
449
Knuff & Co
California
$2.01M
SSA
450
Schonfeld Strategic Advisors
New York
$1.99M +$848K +11,428 +79%

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.