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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
CA
851
CSM Advisors
Pennsylvania
$441K -$134K -1,800 -24%
NRA
852
NSI Retail Advisors
Pennsylvania
$441K -$134K -1,800 -24%
LWCFA
853
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$439K -$119K -1,600 -23%
LNC
854
Lincoln National Corp
Pennsylvania
$437K -$46.1K -621 -10%
CS
855
Comerica Securities
Michigan
$437K +$19.7K +265 +5%
PTC
856
Private Trust Company
Ohio
$436K -$3.12K -42 -0.7%
BPFA
857
Barnes Pettey Financial Advisors
Mississippi
$435K
MIM
858
MTM Investment Management
South Carolina
$434K +$86.9K +1,170 +26%
IAS
859
Investment Advisory Services
Texas
$431K
IFG
860
Independent Financial Group
California
$427K -$10.9K -147 -3%
VDI
861
Vaughan David Investments
Illinois
$425K -$46K -620 -10%
APW
862
Austin Private Wealth
Texas
$420K +$111K +1,500 +38%
WPC
863
Wedmont Private Capital
Pennsylvania
$419K +$16.2K +218 +4%
APP
864
Avantax Planning Partners
Iowa
$419K +$445 +6 +0.1%
FCFC
865
First Citizens Financial Corp
Iowa
$418K
APA
866
Astoria Portfolio Advisors
New York
$417K -$79.7K -1,073 -17%
BFM
867
Boston Financial Management
Massachusetts
$416K +$18.9K +254 +5%
RCM
868
RNC Capital Management
California
$415K
RWA
869
Ropes Wealth Advisors
Massachusetts
$414K -$8.61K -116 -2%
PTB
870
Pioneer Trust Bank
Oregon
$414K -$10.4K -140 -3%
GLR
871
Great Lakes Retirement
Ohio
$412K -$52.9K -713 -12%
KA
872
Kovack Advisors
Florida
$412K -$42K -566 -10%
AT
873
Arvest Trust
Oklahoma
$410K -$980K -13,201 -71%
GIA
874
GHP Investment Advisors
Colorado
$408K
PL
875
Plancorp LLC
Missouri
$407K +$8.91K +120 +2%

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.