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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
SA
1101
Syntax Advisors
New York
$202K +$196K +2,637 New
VCG
1102
Vantage Consulting Group
Virginia
$202K +$196K +2,637 New
SL
1103
Sentry LLC
Tennessee
$202K +$195K +2,630 New
GWAM
1104
Guardian Wealth Advisors (Minnesota)
Minnesota
$201K +$195K +2,621 New
AWA
1105
Aaron Wealth Advisors
Illinois
$201K +$194K +2,615 New
HCM
1106
HMS Capital Management
Tennessee
$200K +$194K +2,607 New
SCM
1107
Silvant Capital Management
Georgia
$189K
MHR
1108
Matthew Hamilton Rosenberg
$188K -$6.9K -93 -4%
DMBA
1109
Deseret Mutual Benefit Administrators
Utah
$185K -$19.1K -257 -10%
IA
1110
IFP Advisors
Florida
$185K -$111K -1,498 -38%
MCM
1111
Manchester Capital Management
Vermont
$184K
CAL
1112
Capital Advisors Ltd
Ohio
$173K
CSC
1113
Caldwell Sutter Capital
California
$172K -$19.9K -268 -11%
FMTCOCP
1114
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$169K
AF
1115
Advisornet Financial
Minnesota
$165K -$16K -216 -9%
HL
1116
HeadInvest LLC
Maine
$164K +$159K +2,146 New
PMFA
1117
Plante Moran Financial Advisors
Michigan
$163K
BCM
1118
Blume Capital Management
California
$154K
MFC
1119
Mechanics Financial Corp
Ohio
$154K
OC
1120
Oakworth Capital
Alabama
$152K -$18.4K -248 -11%
FCA
1121
FinTrust Capital Advisors
South Carolina
$151K -$1.41K -19 -1%
AA
1122
Addison Advisors
Vermont
$150K
JWM
1123
Janiczek Wealth Management
Colorado
$149K
TWM
1124
Tradition Wealth Management
Minnesota
$148K -$3.27K -44 -2%
BC
1125
Bartlett & Co
Ohio
$140K

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.