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
MP
476
McDonald Partners
Ohio
$1.77M -$5.42K -73 -0.3%
CIA
477
Capital Investment Advisors
Georgia
$1.76M +$16.2K +218 +1%
CCM
478
Chiron Capital Management
Florida
$1.76M +$9.35K +126 +0.6%
VA
479
Valmark Advisers
Ohio
$1.75M +$3.79K +51 +0.2%
UCI
480
Uncommon Cents Investing
Wisconsin
$1.73M -$37.1K -500 -2%
WI
481
WBI Investments
New Jersey
$1.72M +$1.66M +22,392 New
MLICM
482
Metropolitan Life Insurance Company (MetLife)
New York
$1.72M -$118K -1,596 -7%
FWM
483
Forza Wealth Management
Florida
$1.71M +$29.7K +400 +2%
AI
484
Atria Investments
North Carolina
$1.71M -$1.16M -15,636 -41%
BL
485
Balentine LLC
Georgia
$1.69M -$4.45K -60 -0.3%
BFO
486
Boston Family Office
Massachusetts
$1.68M -$4.23K -57 -0.3%
SC
487
Sawyer & Company
Massachusetts
$1.67M -$742 -10 -0%
IGAM
488
iA Global Asset Management
Quebec, Canada
$1.67M -$167K -2,251 -9%
WIC
489
Woodmont Investment Counsel
Tennessee
$1.66M -$10.5K -141 -0.6%
NB
490
Norinchukin Bank
Japan
$1.66M -$2.13M -28,736 -57%
PS
491
Pensionfund Sabic
Netherlands
$1.65M
JFL
492
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.64M -$393K -5,300 -20%
ECM
493
Evergreen Capital Management
Washington
$1.64M -$33.3K -448 -2%
SI
494
Stephens Inc
Arkansas
$1.64M -$105K -1,412 -6%
Impax Asset Management Group
495
Impax Asset Management Group
United Kingdom
$1.63M -$164K -2,213 -9%
AFG
496
Allegheny Financial Group
Pennsylvania
$1.62M +$10.6K +143 +0.7%
MTC
497
Matrix Trust Company
Colorado
$1.61M
BIG
498
Builder Investment Group
Georgia
$1.61M -$37.1K -500 -2%
GT
499
Glenview Trust
Kentucky
$1.59M
RIM
500
Redwood Investment Management
Arizona
$1.59M -$256K -3,446 -14%

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.