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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
KBC Group
51
KBC Group
Belgium
$72.9M -$15.6M -210,181 -18%
Canada Life
52
Canada Life
Manitoba, Canada
$72.7M -$1.76M -23,731 -2%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$72.1M +$2.85M +38,396 +4%
RJA
54
Raymond James & Associates
Florida
$71.9M -$808K -10,881 -1%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$70.4M -$3.51M -47,346 -5%
BGIM
56
Brandywine Global Investment Management
Pennsylvania
$69.8M +$1.67M +22,476 +3%
Ameriprise
57
Ameriprise
Minnesota
$68.9M +$453K +6,102 +0.7%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$66.6M +$2.44M +32,808 +4%
Allianz Asset Management
59
Allianz Asset Management
Germany
$64M -$1.64M -22,099 -3%
TH
60
TCTC Holdings
Texas
$63.1M
LPL Financial
61
LPL Financial
California
$62M +$2.05M +27,660 +4%
AM
62
AGF Management
Ontario, Canada
$54.1M +$52.4M +705,477 New
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$54.1M +$114K +1,539 +0.2%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$52.9M +$2.53M +34,057 +5%
Bank Julius Baer & Co
65
Bank Julius Baer & Co
Switzerland
$52.6M -$74.7M -1,005,865 -59%
Principal Financial Group
66
Principal Financial Group
Iowa
$52.5M -$783K -10,550 -2%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$50.7M -$7.77M -104,609 -14%
DCM
68
Donaldson Capital Management
Indiana
$50M +$668K +9,000 +1%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$49.3M -$487K -6,555 -1%
SAM
70
Storebrand Asset Management
Norway
$49M +$2.91M +39,181 +7%
Mitsubishi UFJ Asset Management
71
Mitsubishi UFJ Asset Management
Japan
$48.3M +$1.67M +22,555 +4%
QCM
72
QRG Capital Management
Illinois
$47.5M +$45.9M +618,784 New
Corient Private Wealth
73
Corient Private Wealth
Florida
$46.9M -$142K -1,919 -0.3%
AI
74
Ariel Investments
Illinois
$46.4M -$462K -6,224 -1%
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$46.3M +$8.96M +120,745 +25%

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.