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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
PAM
1051
Pegasus Asset Management
New York
$234K -$4.75K -64 -2%
ST
1052
Spinnaker Trust
Maine
$234K
PT
1053
Plimoth Trust
Massachusetts
$233K -$2.6K -35 -1%
NW
1054
NewEdge Wealth
Pennsylvania
$233K +$225K +3,032 New
SGCA
1055
Steel Grove Capital Advisors
Tennessee
$232K +$224K +3,022 New
AIA
1056
AIMZ Investment Advisors
California
$231K
HKAM
1057
Horizon Kinetics Asset Management
New York
$230K +$223K +3,000 New
FNT
1058
First Nebraska Trust
Nebraska
$229K -$3.71K -50 -2%
TW
1059
TrinityPoint Wealth
Connecticut
$229K
CF
1060
Copperwynd Financial
Arizona
$228K +$2.9K +39 +1%
FOA
1061
Five Oceans Advisors
California
$228K +$1.78K +24 +0.8%
SPWG
1062
Sage Private Wealth Group
Illinois
$227K +$4.38K +59 +2%
CC
1063
Cipher Capital
New York
$226K +$219K +2,950 New
T
1064
TOBAM
France
$226K -$42.6K -574 -16%
BMCM
1065
Burns Matteson Capital Management
New York
$225K +$218K +2,933 New
NECFA
1066
New England Capital Financial Advisors
Connecticut
$225K +$74 +1 +0%
EA
1067
Eudaimonia Advisors
Tennessee
$224K -$2.67K -36 -1%
IHWM
1068
Iron Horse Wealth Management
Iowa
$223K +$1.86K +25 +0.9%
CCA
1069
Column Capital Advisors
Indiana
$222K -$891 -12 -0.4%
PHIC
1070
Pine Haven Investment Counsel
Massachusetts
$220K
DAS
1071
Dynamic Advisor Solutions
Arizona
$220K +$213K +2,865 New
IGWM
1072
ICA Group Wealth Management
Colorado
$219K -$2.38K -32 -1%
SWM
1073
Seed Wealth Management
Illinois
$218K +$211K +2,840 New
DOA
1074
D'Orazio & Associates
Virginia
$218K +$210K +2,835 New
MFG
1075
Marmo Financial Group
Tennessee
$216K +$209K +2,818 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.