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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
MCA
826
MSH Capital Advisors
Arizona
$467K +$1.86K +25 +0.4%
HI
827
Harbour Investments
Wisconsin
$465K +$72K +970 +19%
PB
828
Pinnacle Bancorp
Nebraska
$465K +$29.7K +400 +7%
CGL
829
Clarius Group LLC
Washington
$465K -$101K -1,363 -18%
SCA
830
Snowden Capital Advisors
New York
$463K +$32.3K +435 +8%
AIM
831
Allen Investment Management
New York
$461K
CIAS
832
Capital Investment Advisory Services
North Carolina
$460K -$315K -4,248 -41%
Jones Financial Companies
833
Jones Financial Companies
Missouri
$460K -$173K -2,327 -28%
HIM
834
Hanlon Investment Management
New Jersey
$460K +$57K +768 +15%
EARNEST Partners
835
EARNEST Partners
Georgia
$459K -$7.65K -103 -2%
EF
836
Empowered Funds
Pennsylvania
$458K +$93.9K +1,265 +27%
NWM
837
Northcape Wealth Management
New York
$457K -$100K -1,351 -18%
NIM
838
NEOS Investment Management
Connecticut
$457K +$442K +5,959 New
CWM
839
Collaborative Wealth Management
Florida
$457K +$594 +8 +0.1%
IAS
840
Insigneo Advisory Services
Florida
$456K +$14.3K +193 +3%
CW
841
Connectus Wealth
Ohio
$454K +$13.7K +185 +3%
Credit Agricole
842
Credit Agricole
France
$453K +$378K +5,086 +621%
PCM
843
Penserra Capital Management
California
$453K -$29.2K -393 -6%
FMC
844
First Merchants Corp
Indiana
$452K -$41.6K -560 -9%
BWM
845
Biltmore Wealth Management
Arizona
$450K +$2.38K +32 +0.5%
FIBT
846
First International Bank & Trust
North Dakota
$449K -$362K -4,870 -45%
DWM
847
Dakota Wealth Management
Florida
$448K -$44.8K -604 -9%
GDP
848
Great Diamond Partners
Maine
$447K -$17.6K -237 -4%
FRA
849
Frank Rimerman Advisors
California
$447K
BCA
850
Bay Colony Advisors
Massachusetts
$444K +$30.8K +415 +8%

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.