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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
QI
576
Qtron Investments
Massachusetts
$1.19M +$254K +3,426 +28%
HSA
577
Hussman Strategic Advisors
Maryland
$1.19M
Acadian Asset Management
578
Acadian Asset Management
Massachusetts
$1.18M -$3.89M -52,368 -77%
UH
579
Unigestion Holding
Switzerland
$1.18M -$309K -4,156 -21%
HCMT
580
Highland Capital Management (Tennessee)
Tennessee
$1.18M -$11.1K -150 -1%
PAG
581
Private Advisor Group
New Jersey
$1.17M +$117K +1,578 +12%
FIM
582
Freedom Investment Management
Connecticut
$1.17M +$230K +3,105 +26%
MCM
583
MAI Capital Management
Ohio
$1.17M +$112K +1,507 +11%
PCIA
584
Prime Capital Investment Advisors
Kansas
$1.17M -$342K -4,609 -23%
BSW
585
Buckingham Strategic Wealth
Missouri
$1.17M -$67.1K -904 -6%
DI
586
DFPG Investments
Utah
$1.17M -$57.9K -780 -5%
RP
587
Rice Partnership
Hawaii
$1.16M
VFA
588
Valeo Financial Advisors
Indiana
$1.16M -$13.4K -180 -1%
CAG
589
Csenge Advisory Group
Florida
$1.16M +$668 +9 +0.1%
6F
590
626 Financial
Michigan
$1.15M
MAM
591
Mystic Asset Management
Rhode Island
$1.14M -$27.5K -370 -2%
GIA
592
Gladstone Institutional Advisory
Florida
$1.13M -$6.13M -82,564 -85%
Squarepoint
593
Squarepoint
New York
$1.13M -$9.23M -124,349 -89%
CFMC
594
Curbstone Financial Management Corp
New Hampshire
$1.13M -$44.5K -600 -4%
USAA
595
United Services Automobile Association
Texas
$1.12M +$92K +1,239 +9%
JWCA
596
J.W. Coons Advisors
Ohio
$1.1M -$50.1K -675 -4%
LPT
597
Legacy Private Trust
Wisconsin
$1.1M +$37.2K +501 +4%
BCV
598
Banque Cantonale Vaudoise
Switzerland
$1.08M +$322K +4,339 +44%
SFO
599
Stokes Family Office
Louisiana
$1.08M -$5.27K -71 -0.5%
CAM
600
Cozad Asset Management
Illinois
$1.08M -$30.8K -415 -3%

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.