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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
GKIM
1251
GW&K Investment Management
Massachusetts
$14K +$1.63K +22 +13%
KFS
1252
Kelly Financial Services
Massachusetts
$13.8K +$6.75K +91 +102%
AP
1253
Atwood & Palmer
Missouri
$13.4K
SIC
1254
Salem Investment Counselors
North Carolina
$13.3K
WPA
1255
West Paces Advisors
Georgia
$13.2K
MFA
1256
McClarren Financial Advisors
Pennsylvania
$13K +$74 +1 +0.6%
NIC
1257
Northwest Investment Counselors
Oregon
$12.3K
OAJ
1258
Ogorek Anthony Joseph
New York
$12K
EWM
1259
Evermay Wealth Management
Virginia
$11.9K +$11.5K +155 New
BCMIO
1260
Beacon Capital Management Inc (Ohio)
Ohio
$11.5K
KFP
1261
KB Financial Partners
New Jersey
$11K
ME
1262
McIlrath & Eck
Washington
$11K +$10.6K +143 New
Fuller & Thaler Asset Management
1263
Fuller & Thaler Asset Management
California
$10.7K
TAM
1264
Tucker Asset Management
Colorado
$10.1K
NC
1265
NewSquare Capital
Pennsylvania
$9.59K
NFSG
1266
Newbridge Financial Services Group
Florida
$8.83K
WFA
1267
West Financial Advisors
Iowa
$8.06K
VNA
1268
Valley National Advisers
Pennsylvania
$8K +$3.71K +50 +98%
IBOK
1269
Independence Bank of Kentucky
Kentucky
$7.67K
PWMG
1270
Prestige Wealth Management Group
New Jersey
$7.14K
NCM
1271
Northwest Capital Management
Oregon
$7.06K
VCM
1272
Versant Capital Management
Arizona
$6.83K -$74 -1 -1%
LOIP
1273
Live Oak Investment Partners
Texas
$6.75K
FFL
1274
Financial Freedom LLC
Ohio
$6.25K
WAS
1275
Winch Advisory Services
Wisconsin
$6K +$74 +1 +1%

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.