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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
WA
551
Waddell & Associates
Tennessee
$1.34M +$7.13K +96 +0.6%
CBFP
552
Cedar Brook Financial Partners
Ohio
$1.32M -$138K -1,856 -10%
TAM
553
Townsend Asset Management
North Carolina
$1.32M -$33.4K -450 -3%
OAM
554
Oak Asset Management
California
$1.32M -$7.42K -100 -0.6%
Nomura Holdings
555
Nomura Holdings
Japan
$1.31M -$57.2K -770 -4%
WWM
556
Western Wealth Management
Colorado
$1.31M -$140K -1,880 -10%
NMIMC
557
Northwestern Mutual Investment Management Company
Wisconsin
$1.31M -$20.9K -281 -2%
CTFG
558
Capstone Triton Financial Group
Oklahoma
$1.3M -$17.3K -233 -1%
HIC
559
Hartline Investment Corp
Illinois
$1.3M
KIA
560
Kraematon Investment Advisors
Massachusetts
$1.3M +$4.08K +55 +0.3%
VIM
561
Vinva Investment Management
Australia
$1.29M -$84.7K -1,141 -6%
MYIA
562
Mount Yale Investment Advisors
Colorado
$1.29M -$24.3K -327 -2%
AC
563
Abbrea Capital
California
$1.29M
BCP
564
Blackhawk Capital Partners
Wisconsin
$1.28M -$104K -1,400 -8%
WSC
565
Wellington Shields & Co
New York
$1.27M -$29.2K -394 -2%
GT
566
Greenleaf Trust
Michigan
$1.26M +$61.5K +828 +5%
IC
567
IEQ Capital
California
$1.24M +$10.8K +146 +0.9%
CA
568
Carson Advisory
Georgia
$1.24M -$31.3K -422 -3%
RWM
569
Ritholtz Wealth Management
New York
$1.24M +$148K +1,998 +14%
MFG
570
Merit Financial Group
Georgia
$1.23M -$84.8K -1,142 -7%
AFM
571
Abbot Financial Management
Massachusetts
$1.23M -$18.6K -250 -2%
APIM
572
Agate Pass Investment Management
Washington
$1.22M -$61.5K -829 -5%
TBA
573
Tower Bridge Advisors
Pennsylvania
$1.21M
MCM
574
Mendel Capital Management
Arkansas
$1.2M +$1.26K +17 +0.1%
MFAM
575
Motley Fool Asset Management
Virginia
$1.2M +$85.2K +1,148 +8%

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.