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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
LFP
801
Lakeshore Financial Planning
Michigan
$488K +$472K +6,362 New
AWE
802
Avidian Wealth Enterprises
Texas
$488K +$1.11K +15 +0.2%
CCG
803
Cypress Capital Group
Florida
$487K +$48K +647 +11%
CAM
804
Carret Asset Management
New York
$485K
SEC
805
Seven Eight Capital
New York
$485K -$207K -2,793 -31%
SIM
806
Studio Investment Management
Illinois
$485K +$285K +3,833 +155%
Federated Hermes
807
Federated Hermes
Pennsylvania
$484K -$240K -3,233 -34%
AIA
808
Alera Investment Advisors
Illinois
$484K -$3.64K -49 -0.8%
AFG
809
Atomi Financial Group
New York
$484K +$2.75K +37 +0.6%
RIA
810
Richwood Investment Advisors
Ohio
$482K
HWMG
811
Hurlow Wealth Management Group
Indiana
$481K +$445 +6 +0.1%
WA
812
WBH Advisory
Maryland
$481K
SIA
813
SeaBridge Investment Advisors
New Jersey
$480K
AP
814
Adero Partners
California
$480K +$965 +13 +0.2%
Qube Research & Technologies (QRT)
815
Qube Research & Technologies (QRT)
United Kingdom
$478K +$462K +6,230 New
IWN
816
Independent Wealth Network
Iowa
$477K -$13.6K -183 -3%
VCA
817
Verdence Capital Advisors
Maryland
$476K +$7.94K +107 +2%
TPCW
818
TD Private Client Wealth
New York
$476K +$24.6K +331 +6%
MAA
819
Matrix Asset Advisors
New York
$476K
CSI
820
Cross Staff Investments
New York
$476K
BJL
821
Brighton Jones LLC
Washington
$472K +$10.1K +136 +2%
CAMV
822
Concord Asset Management (Virginia)
Virginia
$472K +$456K +6,149 New
CWM
823
Chesapeake Wealth Management
Virginia
$471K -$12.9K -174 -3%
PA
824
Profund Advisors
Maryland
$471K -$20.9K -281 -4%
SAM
825
Secure Asset Management
Michigan
$468K +$452K +6,093 New

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.