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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
SCM
1001
Shelton Capital Management
Colorado
$265K -$1.04M -14,000 -80%
BFA
1002
Beaumont Financial Advisors
Massachusetts
$264K -$74 -1 -0%
MOS
1003
MGO One Seven
Ohio
$264K -$61.7K -831 -19%
CCP
1004
Carmel Capital Partners
California
$262K -$20.9K -281 -8%
WW
1005
Waterfront Wealth
Kansas
$261K
BIA
1006
BHK Investment Advisors
Alabama
$261K -$137K -1,847 -35%
LFA
1007
Laraway Financial Advisors
Minnesota
$261K
EWM
1008
Executive Wealth Management
Michigan
$261K +$148 +2 +0.1%
CFG
1009
Carr Financial Group
Massachusetts
$260K
VT
1010
Vise Technologies
New York
$259K -$1.34K -18 -0.5%
JC
1011
Jacobs & Co
California
$259K
NP
1012
NorthRock Partners
Minnesota
$257K +$35.9K +483 +17%
CPC
1013
Consolidated Planning Corp
Georgia
$257K +$33.1K +446 +15%
FMB
1014
Field & Main Bank
Kentucky
$256K -$7.42K -100 -3%
GCMG
1015
Gyroscope Capital Management Group
Florida
$256K +$247K +3,332 New
PAM
1016
Private Asset Management
California
$255K
ERIC
1017
Eagle Rock Investment Company
Georgia
$255K
MGIA
1018
Moneta Group Investment Advisors
Missouri
$255K +$247K +3,321 New
DA
1019
Dillon & Associates
Michigan
$254K
PCS
1020
Personal CFO Solutions
New Jersey
$253K +$2.97K +40 +1%
NSB
1021
Norway Savings Bank
Maine
$253K
SFS
1022
Stiles Financial Services
Minnesota
$252K +$1.26K +17 +0.5%
AAIS
1023
ABN AMRO Investment Solutions
$252K +$26.2K +353 +12%
TA
1024
TFG Advisers
Michigan
$252K +$28.7K +386 +13%
LBA
1025
Lowell Blake & Associates
Massachusetts
$251K

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.