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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
KP
901
Keel Point
Alabama
$364K -$13.1K -176 -4%
WA
902
Waverly Advisors
Alabama
$364K +$352K +4,737 New
AR
903
Apeiron RIA
Texas
$363K
KCM
904
Kanawha Capital Management
Virginia
$362K
Fisher Asset Management
905
Fisher Asset Management
Washington
$361K -$81.7K -1,100 -19%
Empower Advisory Group
906
Empower Advisory Group
Colorado
$360K -$203K -2,736 -37%
FA
907
FDx Advisors
Illinois
$357K -$120K -1,613 -26%
PWMAG
908
Pinnacle Wealth Management Advisory Group
New Jersey
$356K
BG
909
Bollard Group
Massachusetts
$356K -$5.27K -71 -2%
IB
910
Intrust Bank
Kansas
$356K
PNC
911
Park National Corp
Ohio
$356K -$74 -1 -0%
RWM
912
Revisor Wealth Management
Ohio
$355K +$38.9K +524 +13%
ACM
913
Altrius Capital Management
North Carolina
$354K -$7.94K -107 -2%
GS
914
GTS Securities
New York
$350K +$339K +4,565 New
ECA
915
Elevated Capital Advisors
Utah
$347K
AWM
916
Axxcess Wealth Management
California
$346K +$335K +4,511 New
BI
917
Ballast Inc
Kentucky
$344K
NB
918
Northwest Bancshares
Pennsylvania
$338K -$11.1K -149 -3%
MWPCG
919
Measured Wealth Private Client Group
New Hampshire
$338K -$33.9K -457 -9%
IAN
920
Integrated Advisors Network
Texas
$337K -$13.6K -183 -4%
GEA
921
Glen Eagle Advisors
New Jersey
$337K
WG
922
Watchman Group
Texas
$336K
IRC
923
Investors Research Corp
Georgia
$333K
SFG
924
SevenBridge Financial Group
Pennsylvania
$333K -$8.09K -109 -2%
PWS
925
Peloton Wealth Strategists
Indiana
$332K +$148 +2 +0%

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.