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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
CFD
751
Creative Financial Designs
Indiana
$563K +$223 +3 +0%
HGERS
752
Householder Group Estate & Retirement Specialist
Arizona
$563K +$544K +7,334 New
PWW
753
Pettyjohn Wood & White
Virginia
$561K +$75.6K +1,019 +16%
HA
754
HFG Advisors
Ohio
$561K
FWM
755
ForthRight Wealth Management
Georgia
$561K +$543K +7,308 New
OWM
756
OneAscent Wealth Management
Alabama
$560K +$541K +7,292 New
CT
757
Colonial Trust
South Carolina
$560K +$2.52K +34 +0.5%
BCM
758
Bienville Capital Management
New York
$558K
BG
759
Benedetti & Gucer
Georgia
$557K
CT
760
Chicago Trust
Illinois
$556K -$14.8K -200 -3%
LCGC
761
Legacy Capital Group California
California
$556K +$66.4K +894 +14%
SYBT
762
Stock Yards Bank & Trust
Kentucky
$554K -$27.8K -375 -5%
BRWA
763
B. Riley Wealth Advisors
Florida
$550K -$2.87M -38,628 -84%
JIP
764
Jaffetilchin Investment Partners
Florida
$548K -$1.04K -14 -0.2%
BB
765
Busey Bank
Illinois
$545K +$56.5K +761 +12%
Fiera Capital (Canada)
766
Fiera Capital (Canada)
Quebec, Canada
$544K +$13.7K +185 +3%
STA
767
Summit Trail Advisors
New York
$542K -$9.72K -131 -2%
MMA
768
Miracle Mile Advisors
California
$541K
NHT
769
New Hampshire Trust
New Hampshire
$540K
FFP
770
FourThought Financial Partners
Florida
$538K -$26.9K -363 -5%
PCA
771
Prosperity Capital Advisors
Ohio
$538K +$18.8K +253 +4%
JF
772
Jump Financial
Illinois
$532K +$515K +6,933 New
CYG
773
Clean Yield Group
Vermont
$531K
SW
774
SkyOak Wealth
Michigan
$531K -$46.8K -630 -8%
MSAM
775
Moloney Securities Asset Management
Missouri
$529K

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.