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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
PFS
776
Physicians Financial Services
North Carolina
$529K
GA
777
Geller Advisors
New York
$529K -$62.7K -844 -11%
ICG
778
InterOcean Capital Group
Tennessee
$524K +$2.45K +33 +0.5%
RMC
779
Resources Management Corp
Connecticut
$521K -$7.42K -100 -1%
GAM
780
GEM Asset Management
Michigan
$521K
CCA
781
Checchi Capital Advisers
California
$519K -$6.24K -84 -1%
HCA
782
Horan Capital Advisors
Ohio
$519K
CFB
783
Cullen/Frost Bankers
Texas
$518K
ACM
784
AlphaStar Capital Management
North Carolina
$517K +$8.98K +121 +2%
SMC
785
Smith, Moore & Co
Missouri
$517K +$74 +1 +0%
FTWA
786
Fifth Third Wealth Advisors
Ohio
$517K +$500K +6,737 New
AWA
787
Acorn Wealth Advisors
Michigan
$516K +$223 +3 +0%
JPWM
788
Jamison Private Wealth Management
Georgia
$515K +$498K +6,704 New
PWP
789
Phillips Wealth Planners
Mississippi
$512K +$148 +2 +0%
SFG
790
Steward Financial Group
Texas
$512K +$2.82K +38 +0.6%
CFAM
791
Center For Asset Management
Florida
$511K -$18.6K -250 -4%
GRP
792
Global Retirement Partners
California
$507K +$14.5K +195 +3%
WCWM
793
Willow Creek Wealth Management
California
$505K +$148 +2 +0%
SIA
794
Schechter Investment Advisors
Michigan
$502K +$742 +10 +0.2%
TAM
795
Trust Asset Management
Texas
$499K
GC
796
Grimes & Company
Massachusetts
$493K +$668 +9 +0.1%
DP
797
Dearborn Partners
Illinois
$492K +$31.5K +424 +7%
CI
798
Cigna Investments
Connecticut
$492K -$65K -875 -12%
FHB
799
First Hawaiian Bank
Hawaii
$489K -$17.4K -234 -4%
OP
800
ORG Partners
Indiana
$488K -$180K -2,419 -28%

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.