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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
TFA
876
Triad Financial Advisors
North Carolina
$402K +$371 +5 +0.1%
APWM
877
Argonautica Private Wealth Management
Massachusetts
$401K +$965 +13 +0.2%
IPW
878
Invictus Private Wealth
Colorado
$401K -$223 -3 -0.1%
LA
879
Legacy Advisors
Pennsylvania
$400K +$10.7K +144 +3%
GW
880
GW & Wade
Massachusetts
$399K +$49.4K +666 +15%
PK
881
Pflug Koory
Nebraska
$396K -$170K -2,295 -31%
MNBTD
882
Moody National Bank Trust Division
Texas
$394K -$35K -471 -8%
IF
883
Insight Folios
North Carolina
$393K -$41.4K -558 -10%
VI
884
Versor Investments
New York
$388K -$290K -3,900 -44%
GL
885
Graypoint LLC
New York
$388K +$8.76K +118 +2%
FFS
886
Founders Financial Securities
Maryland
$388K -$14.1K -190 -4%
IAIM
887
International Assets Investment Management
Florida
$387K -$13.4K -181 -3%
PP
888
Patten & Patten
Tennessee
$385K -$4.83K -65 -1%
KA
889
Kintegral Advisory
New York
$384K -$223 -3 -0.1%
TL
890
Tradewinds LLC
North Carolina
$383K -$12.6K -170 -3%
WT
891
Washington Trust
Rhode Island
$383K
SAM
892
Strategy Asset Managers
California
$383K -$14.3K -193 -4%
FSC
893
Full Sail Capital
Oklahoma
$381K +$155K +2,089 +73%
NSIM
894
North Star Investment Management
Illinois
$371K +$6.01K +81 +2%
ACM
895
Allred Capital Management
Texas
$371K -$10.8K -146 -3%
D
896
Dentgroup
Louisiana
$371K -$18.3K -246 -5%
OBGC
897
O'Brien Greene & Co
Pennsylvania
$370K
AWAG
898
ARS Wealth Advisors Group
Florida
$367K -$47.7K -643 -12%
EDRIA
899
Edmonds Duncan Registered Investment Advisors
Kansas
$365K
AT
900
American Trust
Kentucky
$364K -$73.9K -996 -17%

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.