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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
Osaic Holdings
76
Osaic Holdings
Arizona
$45.2M +$14.7M +198,427 +51%
Stifel Financial
77
Stifel Financial
Missouri
$45.2M -$260K -3,509 -0.6%
Prudential Financial
78
Prudential Financial
New Jersey
$41.2M -$386K -5,206 -1%
Nomura Asset Management
79
Nomura Asset Management
Japan
$40.5M +$4.53M +61,033 +13%
Citigroup
80
Citigroup
New York
$40.4M -$19M -255,745 -33%
GIP
81
Greatmark Investment Partners
Georgia
$40M +$3.02M +40,671 +8%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$39.9M -$848K -11,424 -2%
VRS
83
Virginia Retirement Systems
Virginia
$39M +$601K +8,100 +2%
CIBC World Market
84
CIBC World Market
Ontario, Canada
$38.7M -$5.56M -74,840 -13%
PCH
85
Polar Capital Holdings
United Kingdom
$38.4M -$1.48M -20,000 -4%
Retirement Systems of Alabama
86
Retirement Systems of Alabama
Alabama
$38.2M -$203K -2,732 -0.5%
Franklin Resources
87
Franklin Resources
California
$37.7M -$1.34M -18,066 -4%
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$36.9M +$3.53M +47,542 +11%
BNP Paribas Asset Management
89
BNP Paribas Asset Management
France
$36.3M +$20.1M +271,050 +134%
Russell Investments Group
90
Russell Investments Group
United Kingdom
$36.3M +$6.17M +83,113 +21%
CI
91
Conning Inc
Connecticut
$36.1M -$4.25M -57,233 -11%
Victory Capital Management
92
Victory Capital Management
Texas
$35.9M -$32.4M -436,672 -48%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$35.5M -$238K -3,207 -0.7%
WF
94
Welch & Forbes
Massachusetts
$34.3M -$439K -5,919 -1%
D.E. Shaw & Co
95
D.E. Shaw & Co
New York
$34.3M +$10.3M +138,695 +45%
ST
96
Sabal Trust
Florida
$34.2M -$619K -8,339 -2%
VF
97
Vest Financial
Virginia
$33.2M +$13M +175,194 +68%
GIA
98
Gateway Investment Advisers
Ohio
$31.8M -$4.69M -63,175 -13%
TAM
99
Trillium Asset Management
Massachusetts
$31.8M -$409K -5,511 -1%
Korea Investment Corp
100
Korea Investment Corp
South Korea
$30.9M -$1.91M -25,762 -6%

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.