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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
GAM
26
Guinness Asset Management
United Kingdom
$172M +$3.67M +49,479 +2%
Truist Financial
27
Truist Financial
North Carolina
$168M -$4.78M -64,437 -3%
APG Asset Management
28
APG Asset Management
Netherlands
$165M -$9.15M -123,215 -5%
CS
29
Credit Suisse
Switzerland
$153M -$4.32M -58,146 -3%
Amundi
30
Amundi
France
$145M +$61.2M +824,699 +84%
MIHAS
31
Maj Invest Holding A/S
Denmark
$144M -$7.56M -101,830 -5%
Swiss National Bank
32
Swiss National Bank
Switzerland
$142M -$18.7M -252,500 -12%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$122M -$2.4M -32,356 -2%
Deutsche Bank
34
Deutsche Bank
Germany
$120M -$16M -215,630 -12%
N
35
Nuveen
North Carolina
$119M -$2.01M -27,012 -2%
Barclays
36
Barclays
United Kingdom
$116M -$14.7M -198,403 -12%
AssetMark Inc
37
AssetMark Inc
California
$116M -$1.49M -20,135 -1%
National Pension Service
38
National Pension Service
South Korea
$110M +$2.02M +27,244 +2%
Zurich Cantonal Bank
39
Zurich Cantonal Bank
Switzerland
$110M -$1.03M -13,819 -1%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$104M -$14.7M -198,530 -13%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$98M -$790K -10,638 -0.8%
Pictet Asset Management
42
Pictet Asset Management
Switzerland
$97.4M +$94.2M +1,269,041 New
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$94.5M -$22M -296,123 -19%
SF
44
Synovus Financial
Georgia
$94.2M -$1.09M -14,676 -1%
UBS Group
45
UBS Group
Switzerland
$89.6M -$12.4M -167,037 -13%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$88.9M +$1.6M +21,506 +2%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$81.9M -$11.6M -155,757 -13%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$79.5M -$10.4M -140,019 -12%
CCMG
49
Clark Capital Management Group
Pennsylvania
$75.1M +$1.05M +14,094 +1%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$74.1M +$4.45M +59,993 +7%

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.