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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
BW
926
Bison Wealth
Georgia
$332K -$39.5K -532 -11%
AAS
927
Annex Advisory Services
Wisconsin
$331K
UM
928
UniSuper Management
Australia
$330K
FWM
929
Fairhaven Wealth Management
Illinois
$330K
AFG
930
ABLE Financial Group
Arizona
$330K -$78.6K -1,059 -20%
TFS
931
Thoroughbred Financial Services
Tennessee
$329K +$319K +4,299 New
RZH
932
Relyea Zuckerberg Hanson
Connecticut
$326K +$1.19K +16 +0.4%
IW
933
Imprint Wealth
South Carolina
$326K -$41.1K -553 -12%
TA
934
TrueWealth Advisors
Alabama
$323K +$297 +4 +0.1%
SIA
935
Sit Investment Associates
Minnesota
$322K
KIA
936
KCM Investment Advisors
California
$319K +$23.2K +312 +8%
HSWM
937
Hubbell Strickland Wealth Management
Louisiana
$318K +$148 +2 +0%
RG
938
Renaissance Group
Kentucky
$316K
HC
939
Hamilton Capital
Ohio
$316K -$31.5K -425 -9%
EWA
940
EP Wealth Advisors
California
$316K +$13.4K +181 +5%
ACP
941
Aviance Capital Partners
Florida
$315K -$21.5K -290 -7%
FCP
942
Fidelis Capital Partners
Florida
$315K +$34.4K +464 +13%
PM
943
Penbrook Management
New York
$315K
BAM
944
Blueshift Asset Management
New Jersey
$314K +$304K +4,092 New
SL
945
Salomon & Ludwin
Virginia
$314K -$5.12K -69 -2%
CI
946
CX Institutional
Indiana
$314K -$3.93K -53 -1%
PAG
947
Powers Advisory Group
Illinois
$313K +$668 +9 +0.2%
PTC
948
Philadelphia Trust Company
Pennsylvania
$310K
TNA
949
True North Advisors
Texas
$309K
TF
950
Tompkins Financial
New York
$308K

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.