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Aflac
AFL

Overview Fund Activity

1,299 hedge funds and large institutions have $30.5B invested in Aflac in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 398 increasing their positions, 520 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,299
Holders Change
+37
Holders Change %
+2.93%
% of All Funds
20.71%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.45%
New
116
Increased
398
Reduced
520
Closed
64
Calls
$391M
Puts
$298M
Net Calls
+$93M
Net Calls Change
-$84.2M

Top Buyers

1
Amundi
Amundi
France
$145M
2
Morgan Stanley
Morgan Stanley
New York
$740M
3
Goldman Sachs
Goldman Sachs
New York
$287M
4
AM
AGF Management
Ontario, Canada
$54.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
$4.16B

Top Sellers

1
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$52.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.56M
3
First Trust Advisors
First Trust Advisors
Illinois
$438M
4
Royal London Asset Management
Royal London Asset Management
United Kingdom
$27.1M
5
American Century Companies
American Century Companies
Missouri
$210M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWD
1276
True Wealth Design
Ohio
$3.97K – – –
GWM
1277
Guardian Wealth Management
Illinois
$3.75K – – –
ACA
1278
Atlas Capital Advisors
Wyoming
$3.53K -$26.3K -343 -88%
PCA
1279
Providence Capital Advisors
North Carolina
$3.45K +$3.45K +45 New
NSG
1280
Nalls Sherbakoff Group
Tennessee
$3.38K – – –
TCA
1281
Trifecta Capital Advisors
Illinois
$3.22K – – –
Kayne Anderson Rudnick Investment Management
1282
Kayne Anderson Rudnick Investment Management
California
$3.15K +$3.15K +41 New
BBPWM
1283
Blue Bell Private Wealth Management
Pennsylvania
$3.07K – – –
CSB
1284
City State Bank
Iowa
$3K – – –
LIM
1285
Longfellow Investment Management
Massachusetts
$2.53K – – –
GWSA
1286
Global Wealth Strategies & Associates
Colorado
$2.46K – – –
SWA
1287
SOA Wealth Advisors
New York
$2.18K – – –
BWAM
1288
Boyd Watterson Asset Management
Ohio
$2.07K – – –
TFGT
1289
TS Financial Group (TSFG)
Illinois
$2K – – –
AW
1290
Avion Wealth
Texas
$2K +$1.14K +21 +131%
ECM
1291
Everence Capital Management
Indiana
$1.99K +$398 +5,190 +25%
UFF
1292
USA Financial Formulas
Michigan
$1.77K – – –
HWP
1293
Highline Wealth Partners
California
$1.54K – – –
TFM
1294
TFC Financial Management
Massachusetts
$1.54K – – –
PA
1295
PSI Advisors
Florida
$1.46K – – –
AIC
1296
Archer Investment Corporation
Indiana
$1.46K – – –
ATC
1297
Adirondack Trust Company
New York
$1.23K – – –
WWM
1298
Wolff Wiese Magana
California
$1.15K – – –
TCM
1299
TD Capital Management
Tennessee
$926 – – –
PCTC
1300
Perkins Coie Trust Company
Washington
$614 +$614 +8 New
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52
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