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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
SL
676
Stevard LLC
Illinois
$768K
ATPW
677
Ashton Thomas Private Wealth
Arizona
$762K -$163K -2,191 -18%
EH
678
Equitable Holdings
New York
$757K +$55.9K +753 +8%
KCM
679
Kathmere Capital Management
Pennsylvania
$755K +$291K +3,924 +66%
SP
680
Symmetry Partners
Connecticut
$748K +$724K +9,750 New
CCA
681
Cobblestone Capital Advisors
New York
$747K
MMHP
682
Murphy Middleton Hinkle & Parker
Georgia
$746K +$148 +2 +0%
RSWM
683
Robertson Stephens Wealth Management
California
$745K +$210K +2,828 +41%
CWM
684
Cahaba Wealth Management
Georgia
$745K -$107K -1,440 -13%
FFM
685
Forum Financial Management
Illinois
$739K +$95.8K +1,291 +15%
BTI
686
Blue Trust Inc
Georgia
$738K +$1.86K +25 +0.2%
CT
687
Cambridge Trust
Massachusetts
$737K
BBHC
688
Brown Brothers Harriman & Co
New York
$736K +$124K +1,666 +21%
WTC
689
WhitTier Trust Company
Nevada
$730K
PWAM
690
Pinnacle West Asset Management
Wyoming
$726K +$23.4K +315 +3%
ZIM
691
Zacks Investment Management
Illinois
$726K +$54.3K +731 +8%
BBA
692
Baader Bank Aktiengesellschaft
Germany
$720K +$4.6K +62 +0.7%
ESB
693
Essex Savings Bank
Connecticut
$718K +$46K +620 +7%
ATC
694
Argent Trust Co
Tennessee
$714K -$96.1K -1,294 -12%
HAIM
695
Hunter Associates Investment Management
Pennsylvania
$711K
WOC
696
West Oak Capital
California
$709K
ACM
697
Argyle Capital Management
Pennsylvania
$708K -$37.1K -500 -5%
N
698
Natixis
France
$704K -$3.98M -53,633 -85%
OIA
699
Optimum Investment Advisors
Illinois
$695K
DI
700
Diligent Investors
California
$693K

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.