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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
MKA
1026
M. Kulyk & Associates
Georgia
$251K +$223 +3 +0.1%
TWM
1027
TriaGen Wealth Management
California
$250K
CF
1028
Clarity Financial
Texas
$250K -$18.8K -253 -7%
JWCA
1029
J.W. Cole Advisors
Florida
$250K -$8.02K -108 -3%
LIG
1030
Lokken Investment Group
Delaware
$249K +$74 +1 +0%
1WM
1031
1900 Wealth Management
Texas
$248K +$239K +3,225 New
FCAS
1032
First Command Advisory Services
Texas
$247K +$239K +3,222 New
AAS
1033
Ameritas Advisory Services
Nebraska
$247K +$235K +3,166 New
ZIG
1034
Zullo Investment Group
Pennsylvania
$246K -$5.57K -75 -2%
FNFDCM
1035
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$246K -$14.8K -200 -6%
WC
1036
Woodstock Corp
Massachusetts
$246K
SI
1037
Symmetry Investments
Jersey
$245K +$237K +3,198 New
BST
1038
Bath Savings Trust
Maine
$245K
GSB
1039
Greenfield Savings Bank
Massachusetts
$244K
TS
1040
Tamar Securities
California
$243K
EWP
1041
Engrave Wealth Partners
Texas
$243K
GVAG
1042
Great Valley Advisor Group
Delaware
$242K -$668 -9 -0.3%
MIC
1043
Means Investment Company
Maine
$242K -$17.7K -239 -7%
SIM
1044
Sentry Investment Management
Wisconsin
$241K -$48K -646 -17%
QAM
1045
Q3 Asset Management
Michigan
$241K +$232K +3,122 New
FFA
1046
Farther Finance Advisors
California
$240K +$28.8K +388 +14%
EP
1047
Eudaimonia Partners
Tennessee
$240K -$29.4K -396 -11%
CIC
1048
Carnegie Investment Counsel
Ohio
$238K +$223 +3 +0.1%
VV
1049
Verity & Verity
South Carolina
$237K -$9.49M -127,870 -98%
PA
1050
Procyon Advisors
Connecticut
$234K -$2.97K -40 -1%

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.