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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
EP
976
Edgestream Partners
New Jersey
$285K +$275K +3,707 New
BWM
977
Baron Wealth Management
Michigan
$284K
FNBT
978
FineMark National Bank & Trust
Florida
$283K +$14.8K +200 +6%
AFC
979
AFT Forsyth & Company
Florida
$282K
SC
980
Schoolcraft Capital
Colorado
$281K
APW
981
Acima Private Wealth
Virginia
$279K
EIP
982
Ellis Investment Partners
Pennsylvania
$279K +$371 +5 +0.1%
DAM
983
Delta Asset Management
Tennessee
$276K
ONST
984
Old North State Trust
North Carolina
$276K
BPWM
985
Badgley Phelps Wealth Managers
Washington
$275K +$7.79K +105 +3%
SFWA
986
Summit Financial Wealth Advisors
Louisiana
$275K -$82.4K -1,110 -25%
BMM
987
Buffington Mohr McNeal
Idaho
$274K
CAMG
988
CWA Asset Management Group
Florida
$274K -$12K -162 -4%
DZ Bank
989
DZ Bank
Germany
$274K
EW
990
Element Wealth
Mississippi
$274K +$297 +4 +0.1%
LA
991
LBP AM
France
$273K -$1.08M -14,510 -80%
ASBI
992
American State Bank (Iowa)
Iowa
$272K
AW
993
Apricus Wealth
South Carolina
$271K
BFIM
994
Beese Fulmer Investment Management
Ohio
$270K
AA
995
AlphaCentric Advisors
Puerto Rico
$270K -$8.76K -118 -3%
CAL
996
Capital Analysts LLC
Pennsylvania
$270K +$74 +1 +0%
BHWM
997
Bar Harbor Wealth Management
New Hampshire
$269K
TA
998
Tiedemann Advisors
New York
$269K
FHA
999
Flagship Harbor Advisors
Massachusetts
$268K +$260K +3,496 New
DBT
1000
Dubuque Bank & Trust
Iowa
$268K +$259K +3,489 New

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.