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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
SSW
501
Smith Shellnut Wilson
Mississippi
$1.59M
GFA
502
Gifford Fong Associates
California
$1.58M
LFAS
503
Level Four Advisory Services
Texas
$1.58M -$4.83K -65 -0.3%
Connor, Clark & Lunn Investment Management (CC&L)
504
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.57M -$15M -201,918 -91%
PIM
505
Penobscot Investment Management
Massachusetts
$1.57M +$23K +310 +2%
WS
506
Wedbush Securities
California
$1.57M +$13.6K +183 +0.9%
ONB
507
Old National Bancorp
Indiana
$1.57M -$207K -2,790 -12%
Balyasny Asset Management
508
Balyasny Asset Management
Illinois
$1.56M -$55.7M -750,101 -97%
AIM
509
Athena Investment Management
California
$1.56M -$5.42K -73 -0.4%
EF
510
Empirical Finance
Pennsylvania
$1.56M +$108K +1,457 +8%
SA
511
Shilanski & Associates
Alaska
$1.55M +$46.7K +629 +3%
AWS
512
Atria Wealth Solutions
New York
$1.53M -$375K -5,048 -12%
EAM
513
Erste Asset Management
Austria
$1.53M
RCA
514
Riverview Capital Advisers
Massachusetts
$1.53M
BP
515
Ballentine Partners
Massachusetts
$1.52M -$23.7K -319 -2%
BPCA
516
Bank Pictet & Cie (Asia)
Singapore
$1.52M
AIM
517
Anchor Investment Management
South Carolina
$1.51M -$75.6K -1,019 -5%
GFPC
518
Global Financial Private Client
Florida
$1.51M -$1.11K -15 -0.1%
HT
519
Heritage Trust
Oklahoma
$1.5M -$1.26K -17 -0.1%
PA
520
Pinnacle Associates
New York
$1.5M -$255K -3,431 -15%
LIM
521
Loudon Investment Management
New Hampshire
$1.49M -$7.42K -100 -0.5%
ECM
522
EagleClaw Capital Management
Massachusetts
$1.48M
CA
523
Clearstead Advisors
Ohio
$1.48M +$717K +9,652 +100%
GSC
524
G&S Capital
Colorado
$1.48M -$33.6K -453 -2%
RA
525
RFG Advisory
Alabama
$1.47M +$272K +3,664 +24%

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.