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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
FNC
951
First National Corp
Massachusetts
$307K
LAI
952
Legal Advantage Investments
California
$307K
GWANC
953
Guardian Wealth Advisors (North Carolina)
North Carolina
$304K +$1.78K +24 +0.6%
LEFP
954
Leading Edge Financial Planning
Tennessee
$304K +$1.56K +21 +0.5%
CAM
955
Crestone Asset Management
Colorado
$304K +$294K +3,955 New
EFS
956
Essex Financial Services
Connecticut
$301K -$7.35K -99 -2%
MIM
957
Moseley Investment Management
Florida
$301K +$26.8K +361 +10%
HVIA
958
Hudson Valley Investment Advisors
New York
$299K +$289K +3,897 New
FTC
959
Farmers Trust Company
Ohio
$299K
FIA
960
Foundations Investment Advisors
Arizona
$298K +$11.2K +151 +4%
MCM
961
Monument Capital Management
Virginia
$297K +$37.4K +504 +15%
GCP
962
Gill Capital Partners
Colorado
$297K
KFI
963
Key Financial Inc
Pennsylvania
$297K +$74 +1 +0%
FWTB
964
First Western Trust Bank
Colorado
$296K -$4.53K -61 -2%
FAFN
965
First Affirmative Financial Network
Colorado
$295K +$15.9K +214 +6%
CA
966
Continuum Advisory
Idaho
$295K +$12.2K +164 +4%
CWP
967
Capital Wealth Planning
Florida
$294K -$101K -1,355 -26%
UBV
968
United Bank (Virginia)
Virginia
$294K
PWPS
969
Pinnacle Wealth Planning Services
Ohio
$294K
WPW
970
Waldron Private Wealth
Pennsylvania
$294K +$1.34K +18 +0.5%
NB
971
Nicolet Bankshares
Wisconsin
$290K -$1.49K -20 -0.5%
MCM
972
MV Capital Management
Maryland
$290K +$10.1K +136 +4%
CCWM
973
Cassaday & Co Wealth Management
Virginia
$288K +$279K +3,758 New
DFCM
974
Dark Forest Capital Management
Puerto Rico
$288K +$278K +3,750 New
IAA
975
Ironsides Asset Advisors
North Carolina
$286K

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.