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
CA
526
Cetera Advisors
Colorado
$1.47M +$147K +1,980 +12%
AF
527
Allworth Financial
California
$1.46M +$77.9K +1,050 +6%
NGA
528
Naples Global Advisors
Florida
$1.44M -$98.4K -1,325 -7%
KRSITF
529
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.44M -$74.2K -999 -5%
CTA
530
Chesley Taft & Associates
Illinois
$1.44M +$796K +10,725 +134%
CCT
531
Capital City Trust
Florida
$1.44M -$91.1K -1,227 -6%
TRCT
532
Tower Research Capital (TRC)
New York
$1.43M +$588K +7,926 +74%
AG
533
Ascent Group
Virginia
$1.43M +$42.8K +576 +3%
Verition Fund Management
534
Verition Fund Management
Connecticut
$1.43M +$1.38M +18,588 New
FTDI
535
First Trust Direct Indexing
Massachusetts
$1.42M +$121K +1,636 +10%
Grantham, Mayo, Van Otterloo & Co (GMO)
536
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.41M -$8.07M -108,653 -86%
IF
537
Intrua Financial
Texas
$1.4M -$16.7K -225 -1%
CM
538
Columbus Macro
Pennsylvania
$1.39M -$25.8K -348 -2%
TCM
539
Telos Capital Management
California
$1.39M -$5.2K -70 -0.4%
CK
540
Cohen Klingenstein
New York
$1.38M
NSEDCP
541
NJ State Employees Deferred Compensation Plan
New Jersey
$1.38M
SWA
542
Stratos Wealth Advisors
Ohio
$1.38M -$14.9K -201 -1%
CF
543
Centaurus Financial
California
$1.38M -$364K -4,910 -21%
SCA
544
Southern Capital Advisors
Tennessee
$1.38M -$296K -3,986 -18%
William Blair & Company
545
William Blair & Company
Illinois
$1.37M -$46.5K -627 -3%
SIA
546
Strategic Investment Advisors
Michigan
$1.37M +$68.7K +926 +5%
CIC
547
Crawford Investment Counsel
Georgia
$1.36M -$105K -1,414 -7%
EFI
548
EHP Funds Inc
Canada
$1.35M -$29K -390 -2%
TC
549
TownSquare Capital
Utah
$1.34M -$170K -2,294 -12%
MMPW
550
Mitchell McLeod Pugh & Williams
Alabama
$1.34M -$18.6K -250 -1%

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.