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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
RWML
1276
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$5.91K
CAS
1277
Coppell Advisory Solutions
Texas
$5.47K
TSWM
1278
Tyler-Stone Wealth Management
Ohio
$5K
LTI
1279
Laffer Tengler Investments
Tennessee
$4.99K -$1.3M -17,505 -100%
HCM
1280
Hollencrest Capital Management
California
$4.99K
ITFISA
1281
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.99K +$4.83K +65 New
FGAM
1282
Financial Gravity Asset Management
Texas
$4.79K -$668 -9 -13%
ETC
1283
Exchange Traded Concepts
Oklahoma
$4.53K +$2.15K +29 +97%
HBW
1284
Hazlett, Burt & Watson
West Virginia
$4K +$4.08K +55 New
TWD
1285
True Wealth Design
Ohio
$3.97K
GWMI
1286
Guardian Wealth Management (Illinois)
Illinois
$3.75K
LSA
1287
Leonteq Securities AG
Switzerland
$3.68K
ACA
1288
Atlas Capital Advisors
Wyoming
$3.53K -$25.5K -343 -88%
PCA
1289
Providence Capital Advisors
North Carolina
$3.45K +$3.34K +45 New
NSG
1290
Nalls Sherbakoff Group
Tennessee
$3.38K
TCA
1291
Trifecta Capital Advisors
Illinois
$3.22K
Kayne Anderson Rudnick Investment Management
1292
Kayne Anderson Rudnick Investment Management
California
$3.15K +$3.04K +41 New
BBPWM
1293
Blue Bell Private Wealth Management
Pennsylvania
$3.07K
CSB
1294
City State Bank
Iowa
$3K
LIM
1295
Longfellow Investment Management
Massachusetts
$2.53K
GWSA
1296
Global Wealth Strategies & Associates
Colorado
$2.46K
SWA
1297
SOA Wealth Advisors
New York
$2.18K
BWAM
1298
Boyd Watterson Asset Management
Ohio
$2.07K
TFGT
1299
TS Financial Group (TSFG)
Illinois
$2K
AW
1300
Avion Wealth
Texas
$2K +$1.56K +21 +131%

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.