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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
BIAS
726
Beacon Investment Advisory Services
New Jersey
$620K +$61.1K +823 +11%
HBT
727
Hills Bank & Trust
Iowa
$620K -$24.9K -336 -4%
EAM
728
Empirical Asset Management
Massachusetts
$618K +$597K +8,046 New
IWA
729
IBEX Wealth Advisors
New Jersey
$616K +$595K +8,020 New
CSA
730
Cottage Street Advisors
Massachusetts
$614K
MMG
731
Monetary Management Group
Missouri
$614K
RPC
732
Rossmore Private Capital
Connecticut
$614K
TCM
733
Tran Capital Management
California
$614K
HIA
734
Harbor Investment Advisory
Maryland
$605K -$4.01K -54 -0.7%
SHGA
735
Sand Hill Global Advisors
California
$604K
BSA
736
Bull Street Advisors
Georgia
$600K -$11.1K -150 -2%
PA
737
Parallel Advisors
California
$597K -$3.19K -43 -0.5%
FMAEN1
738
Fund Management at Engine No 1
California
$593K +$42.6K +574 +8%
WP
739
WMS Partners
Maryland
$588K -$5.72K -77 -1%
IIM
740
Ipswich Investment Management
Massachusetts
$588K
SW
741
SlateStone Wealth
Florida
$586K +$151K +2,035 +36%
HI
742
Horizon Investments
North Carolina
$586K +$13.8K +186 +2%
HR
743
Howe & Rusling
New York
$585K -$223 -3 -0%
ECP
744
Epacria Capital Partners
Colorado
$576K
IAMOG
745
Investors Asset Management of Georgia
Georgia
$574K -$817 -11 -0.1%
VA
746
Vident Advisory
Georgia
$572K +$554K +7,459 New
SWM
747
SeaCrest Wealth Management
New York
$571K -$1.34K -18 -0.2%
CWP
748
Concord Wealth Partners
Virginia
$568K +$483K +6,509 +725%
QCG
749
Quadrant Capital Group
Ohio
$568K +$24.1K +325 +5%
SBIA
750
Sheaff Brock Investment Advisors
Indiana
$564K

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.