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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
KIC
626
Keating Investment Counselors
Florida
$979K +$73.5K +990 +8%
VI
627
Vestcor Inc
New Brunswick, Canada
$972K -$109K -1,473 -10%
MAS
628
Meeder Advisory Services
Ohio
$965K -$19.3K -260 -2%
CSPIA
629
Cary Street Partners Investment Advisory
Virginia
$958K +$283K +3,811 +44%
CG
630
Colony Group
Massachusetts
$940K -$82.7K -1,114 -8%
GHA
631
GW Henssler & Associates
Georgia
$928K -$289K -3,898 -24%
GWM
632
Geneos Wealth Management
Colorado
$924K +$3.42K +46 +0.4%
DAC
633
Dividend Assets Capital
South Carolina
$919K -$29.7K -400 -3%
EWA
634
Exencial Wealth Advisors
Oklahoma
$912K -$63.6K -857 -7%
MRCM
635
M&R Capital Management
New Jersey
$907K +$594 +8 +0.1%
TCOV
636
Trust Company of Vermont
Vermont
$906K -$406K -5,470 -32%
HCM
637
Highview Capital Management
Illinois
$903K -$42.2K -569 -5%
DA
638
Denali Advisors
California
$901K
PWP
639
Principle Wealth Partners
Connecticut
$901K
CG
640
Caprock Group
Idaho
$899K -$39K -526 -4%
NHC
641
Nicholas Hoffman & Company
Georgia
$896K +$74 +1 +0%
BCM
642
Bayesian Capital Management
New York
$887K -$104K -1,403 -11%
BCP
643
Berkeley Capital Partners
Georgia
$883K
RT
644
Rockland Trust
Massachusetts
$879K -$3.42K -46 -0.4%
SAM
645
Smithbridge Asset Management
Pennsylvania
$875K +$66.8K +900 +9%
JIC
646
Joel Isaacson & Co
New York
$870K
TMAM
647
Tokio Marine Asset Management
Japan
$867K +$103K +1,388 +14%
ET
648
Equitable Trust
Tennessee
$865K
PWLP
649
Prio Wealth Limited Partnership
Massachusetts
$860K
EWA
650
Etesian Wealth Advisors
Oregon
$858K -$89.1K -1,200 -10%

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.