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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
BCWM
1126
Bartlett & Co Wealth Management
Ohio
$139K
SWM
1127
Sugarloaf Wealth Management
Georgia
$135K -$5.2K -70 -4%
First Manhattan
1128
First Manhattan
New York
$134K +$1.78K +24 +1%
HFS
1129
Hantz Financial Services
Michigan
$134K -$4.16K -56 -3%
AA
1130
Alta Advisers
United Kingdom
$130K
WSCM
1131
Wellington Shields Capital Management
New York
$130K
USB
1132
Union Savings Bank
Connecticut
$130K
CTA
1133
Colonial Trust Advisors
South Carolina
$129K +$74 +1 +0.1%
LS
1134
Livforsakringsbolaget Skandia
Sweden
$122K
ECM
1135
Elgethun Capital Management
South Dakota
$122K +$668 +9 +0.6%
ST
1136
Smithfield Trust
Pennsylvania
$120K
WOSD
1137
WFA of San Diego
California
$115K
OC
1138
Oakmont Corp
California
$115K
SCA
1139
Stonebridge Capital Advisors
Minnesota
$109K +$3.12K +42 +3%
VWM
1140
Valley Wealth Managers
New Jersey
$106K
RA
1141
Rise Advisors
New York
$105K -$9.35K -126 -8%
BC
1142
Barrett & Company
Rhode Island
$103K
SIS
1143
Sound Income Strategies
Florida
$101K -$4.9K -66 -5%
HDIM
1144
Hanson & Doremus Investment Management
Vermont
$101K
AA
1145
Ancora Advisors
Ohio
$97.3K +$49.6K +668 +111%
Lazard Asset Management
1146
Lazard Asset Management
New York
$97K -$1.36M -18,333 -94%
M
1147
Mirova
France
$96.6K -$234K -3,149 -71%
OSNBOA
1148
Old Second National Bank of Aurora
Illinois
$96.1K
CFG
1149
CKW Financial Group
Hawaii
$93K
EL
1150
EMFO LLC
Florida
$92.1K

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.