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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
ACA
651
Aptus Capital Advisors
Alabama
$854K +$170K +2,286 +26%
SC
652
Syon Capital
California
$848K +$820K +11,048 New
SPC
653
Sigma Planning Corp
Michigan
$839K -$155K -2,094 -16%
BFA
654
Bragg Financial Advisors
North Carolina
$836K -$9.58K -129 -1%
SAM
655
Silvercrest Asset Management
New York
$836K
Koshinski Asset Management
656
Koshinski Asset Management
Illinois
$836K
CT
657
Caldwell Trust
Florida
$832K -$7.42K -100 -0.9%
CP
658
Coho Partners
Pennsylvania
$816K -$604K -8,137 -43%
ZIC
659
ZWJ Investment Counsel
Georgia
$815K +$789K +10,624 New
FPWM
660
FSB Premier Wealth Management
Iowa
$806K
BFG
661
Bleakley Financial Group
New Jersey
$804K -$114K -1,542 -13%
SS
662
Simplicity Solutions
Minnesota
$804K -$114K -1,539 -13%
SFC
663
Strategic Financial Concepts
Texas
$803K +$777K +10,466 New
BA
664
BCM Advisors
Louisiana
$803K
GB
665
Goepper Burkhardt
South Carolina
$801K
SFA
666
Sequoia Financial Advisors
Ohio
$799K +$14.5K +195 +2%
SW
667
SVB Wealth
Massachusetts
$796K +$10.4K +140 +1%
WB
668
WesBanco Bank
West Virginia
$795K +$3.86K +52 +0.5%
CWS
669
Confluence Wealth Services
Pennsylvania
$787K -$668 -9 -0.1%
SPC
670
Stewart & Patten Company
California
$783K -$14.8K -200 -2%
CAM
671
Covenant Asset Management
New Jersey
$780K
WHCI
672
W.H. Cornerstone Investments
Massachusetts
$779K +$4.23K +57 +0.6%
RCAG
673
Rehmann Capital Advisory Group
Michigan
$775K -$2.6K -35 -0.3%
TC
674
Toews Corporation
New Jersey
$775K +$750K +10,100 New
CM
675
Crestline Management
Texas
$768K -$742K -10,000 -50%

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.