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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
AGWCA
1201
Annis Gardner Whiting Capital Advisors
Florida
$35.7K +$34.6K +466 New
M
1202
MOTCO
Texas
$35.3K
JWA
1203
JFS Wealth Advisors
Pennsylvania
$34.2K
SR
1204
Syntax Research
Florida
$33.7K +$32.6K +439 New
HFM
1205
Harvest Fund Management
China
$33K +$32K +431 New
APC
1206
Aspire Private Capital
North Carolina
$31.1K -$297 -4 -1%
CIA
1207
Cape Investment Advisory
Georgia
$31K +$5.57K +75 +23%
HCP
1208
Hexagon Capital Partners
Arkansas
$30.8K -$74 -1 -0.2%
JAM
1209
JCIC Asset Management
Ontario, Canada
$30.7K
MTIC
1210
Missouri Trust & Investment Company
Missouri
$30.7K
RFA
1211
Register Financial Advisors
Georgia
$30.7K
RF
1212
Robbins Farley
New Hampshire
$30.7K
IPW
1213
Impact Partnership Wealth
Georgia
$30.7K +$24.5K +330 +471%
TC
1214
Trust Company
Kansas
$30.7K +$29.7K +400 New
MFT
1215
Moisand Fitzgerald Tamayo
Florida
$29.2K
TWP
1216
TFO Wealth Partners
Ohio
$28.4K +$148 +2 +0.5%
EWA
1217
EverSource Wealth Advisors
Alabama
$28.4K +$74 +1 +0.3%
GBT
1218
Grove Bank & Trust
Florida
$27.5K
SVCP
1219
Silicon Valley Capital Partners
California
$27.3K +$148 +2 +0.6%
JFGIW
1220
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.9K
AFS
1221
Annapolis Financial Services
Maryland
$26.9K
FPB
1222
First PREMIER Bank
South Dakota
$26K
C
1223
Covestor
United Kingdom
$25K -$74 -1 -0.3%
AAG
1224
Armstrong Advisory Group
Massachusetts
$24.5K +$148 +2 +0.6%
GA
1225
GoalVest Advisory
New York
$24.5K +$445 +6 +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.