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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
PWMG
1176
Provence Wealth Management Group
California
$60.3K +$58.3K +786 New
OA
1177
Operose Advisors
Wisconsin
$56.3K +$54.5K +734 New
FCT
1178
First Community Trust
Iowa
$55.4K
CLOS
1179
Compagnie Lombard Odier SCmA
Switzerland
$55.3K +$53.4K +720 New
WB
1180
Webster Bank
Connecticut
$54.8K +$8.46K +114 +19%
RFG
1181
RFP Financial Group
Georgia
$54.6K
PSB
1182
Piscataqua Savings Bank
New Hampshire
$53.5K
EBA
1183
Eagle Bay Advisors
New York
$53.2K
CB
1184
Centennial Bank
Arkansas
$52.2K
MIA
1185
Milestone Investment Advisors
Wisconsin
$52.2K +$50.5K +680 New
BWM
1186
Baystate Wealth Management
Massachusetts
$51.9K +$9.72K +131 +24%
MLA
1187
MB, Levis & Associates
Pennsylvania
$51.7K +$297 +4 +0.6%
LF
1188
Lee Financial
Texas
$51.3K
ICM
1189
Intrepid Capital Management
Florida
$50.5K
BCM
1190
Bourgeon Capital Management
Connecticut
$50.1K +$223 +3 +0.5%
HWA
1191
Heritage Wealth Advisors
Virginia
$49.3K -$7.28K -98 -13%
BIA
1192
Bell Investment Advisors
California
$48.7K -$520 -7 -1%
HWM
1193
Horizons Wealth Management
North Carolina
$46K
NF
1194
Norwood Financial
Pennsylvania
$46K
ADL
1195
Asset Dedication LLC
California
$45K +$12.6K +170 +41%
BWP
1196
Baldwin Wealth Partners
Massachusetts
$44.5K
QC
1197
Quent Capital
New York
$42.9K
SIC
1198
SJS Investment Consulting
Ohio
$42.1K +$1.34K +18 +3%
CWM
1199
CarsonAllaria Wealth Management
Illinois
$41.2K +$223 +3 +0.6%
WBC
1200
West Branch Capital
Massachusetts
$37.7K +$74 +1 +0.2%

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.