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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
SOW
1151
State of Wyoming
Wyoming
$91.9K -$32.6K -439 -27%
AWM
1152
Avior Wealth Management
Nebraska
$90.5K -$3.71K -50 -4%
RTC
1153
Riverview Trust Company
Washington
$89.6K
PFBT
1154
Parkside Financial Bank & Trust
Missouri
$87.3K +$10.8K +145 +15%
KA
1155
Kozak & Associates
Colorado
$86.3K
CFFP
1156
Center for Financial Planning
Michigan
$84.4K
LC
1157
Lindbrook Capital
California
$82.2K +$7.28K +98 +10%
MPWT
1158
MassMutual Private Wealth & Trust
Connecticut
$81.8K +$6.38K +86 +9%
PGAM
1159
Princeton Global Asset Management
New Jersey
$79.1K
GWS
1160
Glassman Wealth Services
Virginia
$78.7K -$965 -13 -1%
ZB
1161
Zions Bancorporation
Utah
$78.3K -$297 -4 -0.4%
KI
1162
Kapitalo Investimentos
Brazil
$74.7K +$32.8K +442 +83%
Loomis, Sayles & Company
1163
Loomis, Sayles & Company
Massachusetts
$74K +$10.8K +146 +18%
RFA
1164
Resurgent Financial Advisors
Georgia
$73.5K -$4.6K -62 -6%
TC
1165
Tacita Capital
Ontario, Canada
$72.1K -$8.54K -115 -11%
SS
1166
Sunbelt Securities
Texas
$71.7K +$223 +3 +0.3%
MAM
1167
Meeder Asset Management
Ohio
$71.5K +$69.1K +931 New
ANBT
1168
American National Bank & Trust
Texas
$71.4K +$64.1K +864 +1,309%
TSW
1169
Thompson Siegel & Walmsley
Virginia
$71K +$3.71K +50 +6%
CHA
1170
Carmichael Hill & Associates
Maryland
$70.5K
NS
1171
NBC Securities
Alabama
$70K +$67.8K +913 New
FP
1172
Financial Perspectives
Minnesota
$69.3K +$297 +4 +0.4%
AWM
1173
Atticus Wealth Management
Florida
$66.6K +$4.83K +65 +8%
PFA
1174
Pathway Financial Advisers
Indiana
$64K +$61.9K +834 New
BSB
1175
Bangor Savings Bank
Maine
$62.1K -$520 -7 -0.9%

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.