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1,271 hedge funds and large institutions have $28B invested in Aflac in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 436 increasing their positions, 467 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $419M | Put options by funds: $242M

30% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 82

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

7% more capital invested

Capital invested by funds: $26B → $28B (+$1.92B)

1% more funds holding

Funds holding: 1,2571,271 (+14)

0.29% less ownership

Funds ownership: 66.67%66.38% (-0.29%)

7% less repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 467

Holders
1,271
Holders Change
+14
Holders Change %
+1.11%
% of All Funds
19.96%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
107
Increased
436
Reduced
467
Closed
82
Calls
$419M
Puts
$242M
Net Calls
+$177M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$27.2M -$526K -7,854 -2%
Russell Investments Group
102
Russell Investments Group
United Kingdom
$27.1M -$8.61M -128,692 -25%
Aviva
103
Aviva
United Kingdom
$26.8M +$11.7M +174,515 +83%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.3M -$1.18M -17,628 -4%
Mitsubishi UFJ Trust & Banking
105
Mitsubishi UFJ Trust & Banking
Japan
$24.8M -$2.66M -39,718 -10%
RJT
106
Raymond James Trust
Florida
$24.7M +$433K +6,469 +2%
Commonwealth Equity Services
107
Commonwealth Equity Services
Massachusetts
$24.3M -$136K -2,039 -0.6%
FSA
108
Franklin Street Advisors
North Carolina
$24M +$2.77M +41,382 +14%
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$23.9M
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$23.7M -$605K -9,044 -3%
Skandinaviska Enskilda Banken (SEB)
111
Skandinaviska Enskilda Banken (SEB)
Sweden
$23.6M -$6.83M -102,059 -23%
HC
112
Henshaw Capital
Massachusetts
$23.5M
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$23.1M -$255K -3,806 -1%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$22.5M +$21.6M +322,922 New
SBWIC
115
Schaper Benz & Wise Investment Counsel
Wisconsin
$22.3M -$149K -2,225 -0.7%
WPC
116
Waters Parkerson & Co
Louisiana
$22.3M -$63.4K -947 -0.3%
Handelsbanken Fonder
117
Handelsbanken Fonder
Sweden
$22.3M +$7.57M +113,085 +55%
Millennium Management
118
Millennium Management
New York
$21.9M +$13.9M +207,170 +195%
D.E. Shaw & Co
119
D.E. Shaw & Co
New York
$21.5M +$7.7M +115,099 +60%
DekaBank Deutsche Girozentrale
120
DekaBank Deutsche Girozentrale
Germany
$21.3M +$3.44M +51,387 +20%
Toronto Dominion Bank
121
Toronto Dominion Bank
Ontario, Canada
$21.2M +$621K +9,281 +3%
PC
122
PhiloSmith Capital
Connecticut
$20.6M
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$20.6M -$365K -5,450 -2%
UCFA
124
United Capital Financial Advisors
Texas
$20.3M -$376K -5,614 -2%
AQR Capital Management
125
AQR Capital Management
Connecticut
$20M -$12.2M -181,576 -39%

AFL Hedge Fund Activity: Q2 2023 in Review

1,271 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q2 2023, worth a combined $28B — up 7.4% from $26B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new AFL positions and 82 closed out — a net gain of 25 holders — while 436 added to existing stakes and 467 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $123M. The largest seller was Envestnet Asset Management, cutting an estimated $273M.

  • 1,271 institutional investors held Aflac (AFL) as of Q2 2023, up from 1,257 in Q1 2023.
  • Funds reported $28B of Aflac stock for Q2 2023, up 7.4% quarter-over-quarter.
  • 107 funds opened new Aflac positions in Q2 2023 and 82 closed out, a net change of +25 holders.
  • The largest Aflac buyer in Q2 2023 was JP Morgan Chase, an estimated $123M added.
  • The largest Aflac seller in Q2 2023 was Envestnet Asset Management, an estimated $273M sold.

Based on aggregated 13F filings for Q2 2023.