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Aflac
AFL

Overview Fund Activity

1,250 hedge funds and large institutions have $26B invested in Aflac in 2023 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 428 increasing their positions, 478 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,250
Holders Change
-46
Holders Change %
-3.55%
% of All Funds
20.01%
Holding in Top 10
12
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-61.29%
% of All Funds
0.19%
New
100
Increased
428
Reduced
478
Closed
119
Calls
$329M
Puts
$279M
Net Calls
+$50.2M
Net Calls Change
+$50.8M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$420M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$93.7M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$175M
4
Goldman Sachs
Goldman Sachs
New York
$213M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$58.6M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$0
2
State Street
State Street
Massachusetts
$1.76B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$167M
4
CWP
Capital Wealth Planning
Florida
$414K
5
Citadel Advisors
Citadel Advisors
Florida
$848K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFGCM
1301
Norman Fields Gottscho Capital Management
New York
– -$288K -4,000 Closed
AG
1302
Advocate Group
Minnesota
– -$279K -3,879 Closed
CF
1303
Clarity Financial
Texas
– -$274K -3,805 Closed
CI
1304
CX Institutional
Indiana
– -$259K -3,604 Closed
Fisher Asset Management
1305
Fisher Asset Management
Washington
– -$252K -3,509 Closed
WTB
1306
Washington Trust Bank
Washington
– -$248K -3,457 Closed
RL
1307
Ruffer LLP
United Kingdom
– -$247K -3,427 Closed
GIM
1308
Goelzer Investment Management
Indiana
– -$246K -3,424 Closed
PT
1309
Plimoth Trust
Massachusetts
– -$237K -3,287 Closed
ZCM
1310
Ziegler Capital Management
Illinois
– -$231K -3,214 Closed
SPWG
1311
Sage Private Wealth Group
Illinois
– -$231K -3,206 Closed
MGIA
1312
Moneta Group Investment Advisors
Missouri
– -$233K -3,174 Closed
CC
1313
Cipher Capital
New York
– -$225K -3,126 Closed
RCWM
1314
Royal Capital Wealth Management
Indiana
– -$224K -3,109 Closed
ST
1315
Spinnaker Trust
Maine
– -$222K -3,080 Closed
PHIC
1316
Pine Haven Investment Counsel
Massachusetts
– -$221K -3,070 Closed
GVAG
1317
Great Valley Advisor Group
Delaware
– -$219K -3,039 Closed
CFAM
1318
Center For Asset Management
Florida
– -$217K -3,013 Closed
AIA
1319
AIMZ Investment Advisors
California
– -$216K -3,005 Closed
CCG
1320
Chatham Capital Group
Georgia
– -$215K -2,988 Closed
GSB
1321
Greenfield Savings Bank
Massachusetts
– -$214K -2,975 Closed
FAFN
1322
First Affirmative Financial Network
Colorado
– -$213K -2,957 Closed
DOA
1323
D'Orazio & Associates
Virginia
– -$212K -2,950 Closed
TFS
1324
Thoroughbred Financial Services
Tennessee
– -$210K -2,932 Closed
IP
1325
Investment Partners
Ohio
– -$210K -2,919 Closed
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