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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
CTB
1226
Country Trust Bank
Illinois
$23.1K
FRA
1227
Front Row Advisors
California
$23K
BWL
1228
Bogart Wealth LLC
Virginia
$22.3K
PPC
1229
Park Place Capital
Alabama
$21.8K -$817 -11 -4%
MAWCM
1230
Mine & Arao Wealth Creation & Management
California
$21.5K
CB
1231
Community Bank
New York
$21K
BHWM
1232
Beaird Harris Wealth Management
Texas
$19.6K -$6.9K -93 -27%
SC
1233
Stephens Consulting
Michigan
$19.2K
FMP
1234
Financial Management Professionals
Texas
$19K
HCM
1235
Highlander Capital Management
New Jersey
$19K
RCM
1236
Raleigh Capital Management
North Carolina
$19K +$15.8K +213 +609%
BCMLT
1237
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.9K
SC
1238
Steph & Co
Wisconsin
$18.8K +$18.2K +245 New
CWC
1239
Carolinas Wealth Consulting
North Carolina
$18.6K -$4.38K -59 -0.4%
LFA
1240
Legend Financial Advisors
Pennsylvania
$17.4K
SA
1241
SRH Advisors
Kansas
$17.3K
TIM
1242
Tortoise Investment Management
New York
$17.3K
HWA
1243
HHM Wealth Advisors
Tennessee
$17.2K
PCFFS
1244
Pacific Center for Financial Services
California
$16.9K
NRG
1245
Nemes Rush Group
Michigan
$16.1K -$965 -13 -6%
CPG
1246
Cornerstone Planning Group
New Jersey
$15.4K +$520 +7 +4%
MAM
1247
Marquette Asset Management
Minnesota
$15.3K
RAM
1248
Ramirez Asset Management
New York
$15.3K +$14.8K +200 New
PP
1249
Pacifica Partners
Canada
$15.3K
VAG
1250
VisionPoint Advisory Group
Texas
$14.9K

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.