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Aflac
AFL

1,271 hedge funds and large institutions have $28B invested in Aflac in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 436 increasing their positions, 467 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $419M | Put options by funds: $242M

30% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 82

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

7% more capital invested

Capital invested by funds: $26B → $28B (+$1.92B)

1% more funds holding

Funds holding: 1,257 → 1,271 (+14)

0.29% less ownership

Funds ownership: 66.67% → 66.38% (-0.29%)

7% less repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 467

Holders
1,271
Holders Change
+14
Holders Change %
+1.11%
% of All Funds
19.96%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
107
Increased
436
Reduced
467
Closed
82
Calls
$419M
Puts
$242M
Net Calls
+$177M
Net Calls Change
+$127M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$123M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$54.5M
3
KBC Group
KBC Group
Belgium
+$49.5M
4
Barclays
Barclays
United Kingdom
+$46.1M
5
American Century Companies
American Century Companies
Missouri
+$36.3M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$273M
2
BlackRock
BlackRock
New York
-$114M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$94.8M
4
Bank of America
Bank of America
North Carolina
-$67.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$62.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Canada Life
51
Canada Life
Manitoba, Canada
$68.1M -$15.1M -226,271 -19%
Royal London Asset Management
52
Royal London Asset Management
United Kingdom
$67.8M +$15M +224,242 +30%
CCMG
53
Clark Capital Management Group
Pennsylvania
$67.3M +$12.2M +181,645 +23%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$67.3M -$2.26M -33,812 -3%
RJA
55
Raymond James & Associates
Florida
$66.1M +$6.32M +94,377 +11%
Victory Capital Management
56
Victory Capital Management
Texas
$63.2M +$13.9M +208,230 +30%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$63.1M +$533K +7,968 +0.9%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$62.9M +$3.19M +47,710 +6%
Ameriprise
59
Ameriprise
Minnesota
$62.2M -$4.04M -60,395 -6%
BGIM
60
Brandywine Global Investment Management
Pennsylvania
$61.9M -$9.52M -142,222 -14%
Allianz Asset Management
61
Allianz Asset Management
Germany
$59.8M -$1.68M -25,151 -3%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$58.2M -$1.11M -16,600 -2%
TH
63
TCTC Holdings
Texas
$57.4M – – –
Citigroup
64
Citigroup
New York
$54.6M -$2.8M -41,858 -5%
LPL Financial
65
LPL Financial
California
$54.5M +$1.3M +19,427 +3%
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$53.8M +$7M +104,590 +16%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$53.4M -$2.36M -35,189 -4%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$49.1M -$1.02M -15,224 -2%
Principal Financial Group
69
Principal Financial Group
Iowa
$48.4M -$2.45M -36,619 -5%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$45.8M -$229K -3,428 -0.5%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$45.4M +$3.61M +53,883 +9%
DCM
72
Donaldson Capital Management
Indiana
$44.8M +$710K +10,606 +2%
Corient Private Wealth
73
Corient Private Wealth
Florida
$42.8M -$156K -2,330 -0.4%
AI
74
Ariel Investments
Illinois
$42.6M -$18.7M -279,816 -31%
Mitsubishi UFJ Asset Management
75
Mitsubishi UFJ Asset Management
Japan
$42.3M +$2.88M +43,070 +8%
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AFL Hedge Fund Activity: Q2 2023 in Review

1,271 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q2 2023, worth a combined $28B — up 7.4% from $26B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new AFL positions and 82 closed out — a net gain of 25 holders — while 436 added to existing stakes and 467 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $123M. The largest seller was Envestnet Asset Management, cutting an estimated $273M.

  • 1,271 institutional investors held Aflac (AFL) as of Q2 2023, up from 1,257 in Q1 2023.
  • Funds reported $28B of Aflac stock for Q2 2023, up 7.4% quarter-over-quarter.
  • 107 funds opened new Aflac positions in Q2 2023 and 82 closed out, a net change of +25 holders.
  • The largest Aflac buyer in Q2 2023 was JP Morgan Chase, an estimated $123M added.
  • The largest Aflac seller in Q2 2023 was Envestnet Asset Management, an estimated $273M sold.

Based on aggregated 13F filings for Q2 2023.