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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
HighTower Advisors
101
HighTower Advisors
Illinois
$30.8M +$501K +6,754 +2%
RMA
102
Roffman Miller Associates
Pennsylvania
$30.8M -$127K -1,709 -0.4%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29M +$35.5K +478 +0.1%
WIC
104
Willis Investment Counsel
Georgia
$28.9M -$4.2M -56,640 -13%
FSA
105
Franklin Street Advisors
North Carolina
$28.8M +$2.35M +31,669 +9%
SEI Investments
106
SEI Investments
Pennsylvania
$28.2M -$2.77M -37,274 -9%
Royal London Asset Management
107
Royal London Asset Management
United Kingdom
$27.1M -$45.9M -618,651 -64%
DekaBank Deutsche Girozentrale
108
DekaBank Deutsche Girozentrale
Germany
$27.1M +$3.08M +41,531 +13%
Mitsubishi UFJ Trust & Banking
109
Mitsubishi UFJ Trust & Banking
Japan
$27M -$266K -3,577 -1%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$26.9M +$93.9K +1,265 +0.4%
RJT
111
Raymond James Trust
Florida
$26.7M -$438K -5,897 -2%
Man Group
112
Man Group
United Kingdom
$26M -$14.3M -192,740 Closed
HC
113
Henshaw Capital
Massachusetts
$25.9M
Skandinaviska Enskilda Banken (SEB)
114
Skandinaviska Enskilda Banken (SEB)
Sweden
$25.3M -$574K -7,738 -2%
Comerica Bank
115
Comerica Bank
Texas
$25.3M +$24.4M +329,325 New
Chevy Chase Trust
116
Chevy Chase Trust
Maryland
$25.1M -$924K -12,445 -4%
State of New Jersey Common Pension Fund D
117
State of New Jersey Common Pension Fund D
New Jersey
$24.8M -$1.45M -19,499 -6%
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$24.6M -$726K -9,779 -3%
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$24.4M -$362K -4,872 -2%
SBWIC
120
Schaper Benz & Wise Investment Counsel
Wisconsin
$24.3M -$235K -3,170 -1%
Swedbank
121
Swedbank
Sweden
$24.3M +$3.31M +44,552 +16%
WPC
122
Waters Parkerson & Co
Louisiana
$24.2M -$305K -4,113 -1%
Aviva
123
Aviva
United Kingdom
$24.2M -$5.15M -69,382 -18%
AIM
124
Achmea Investment Management
Netherlands
$23.4M +$1.6M +21,521 +8%
PC
125
PhiloSmith Capital
Connecticut
$22.7M

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.