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Aflac
AFL

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: 15 → 29 (+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: 1,272 → 1,309 (+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

Top Buyers

Rank Fund Capital Flow
1
Amundi
Amundi
France
+$61.2M
2
Morgan Stanley
Morgan Stanley
New York
+$59M
3
Goldman Sachs
Goldman Sachs
New York
+$54M
4
AM
AGF Management
Ontario, Canada
+$52.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$44.9M

Top Sellers

Rank Fund Capital Flow
1
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$74.7M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$55.7M
3
First Trust Advisors
First Trust Advisors
Illinois
-$47.1M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$45.9M
5
American Century Companies
American Century Companies
Missouri
-$39.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1076
Simon Quick Advisors
New Jersey
$216K +$209K +2,811 New
DE
1077
Day & Ennis
Georgia
$215K – – –
AFA
1078
American Financial Advisors
Georgia
$215K +$208K +2,803 New
1SB
1079
1ST Source Bank
Indiana
$215K +$208K +2,801 New
PRWA
1080
Platte River Wealth Advisors
Colorado
$215K +$208K +2,800 New
TIA
1081
Trust Investment Advisors
Indiana
$215K +$207K +2,795 New
RCWM
1082
Royal Capital Wealth Management
Indiana
$213K +$206K +2,780 New
CCG
1083
Chatham Capital Group
Georgia
$212K +$205K +2,764 New
CWP
1084
Cyndeo Wealth Partners
Florida
$212K +$205K +2,760 New
WPP
1085
Whalerock Point Partners
Rhode Island
$212K +$205K +2,756 New
GAG
1086
GM Advisory Group
New York
$211K +$205K +2,755 New
Luther King Capital Management (LKCM)
1087
Luther King Capital Management (LKCM)
Texas
$211K +$204K +2,754 New
AGA
1088
Arkos Global Advisors
Texas
$211K +$204K +2,753 New
AWM
1089
Affinity Wealth Management
Delaware
$211K +$204K +2,749 New
SWM
1090
Spire Wealth Management
Virginia
$211K +$1.78K +24 +0.9%
SWA
1091
Sutton Wealth Advisors
Florida
$210K +$2.23K +30 +1%
FCCM
1092
First City Capital Management
Georgia
$210K +$203K +2,730 New
CFGS
1093
Concourse Financial Group Securities
Alabama
$208K +$45.3K +610 +29%
HTHT
1094
Hemenway Trust Hemenway Trust
New Hampshire
$207K +$200K +2,700 New
NFC
1095
Northeast Financial Consultants
Connecticut
$207K +$200K +2,700 New
MM
1096
Meridian Management
Arkansas
$207K +$200K +2,695 New
CPA
1097
Cardiff Park Advisors
California
$206K +$199K +2,682 New
CWM
1098
Congress Wealth Management
Massachusetts
$206K +$199K +2,680 New
FA
1099
Faithward Advisors
Pennsylvania
$203K -$49.9K -672 -21%
AC
1100
Allstate Corporation
Illinois
$203K +$196K +2,640 New
42 43
44
45 46

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.