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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
ECM
1301
Everence Capital Management
Indiana
$1.99K +$385K +5,190 +25%
UFF
1302
USA Financial Formulas
Michigan
$1.76K
HWP
1303
Highline Wealth Partners
California
$1.53K
TFM
1304
TFC Financial Management
Massachusetts
$1.53K
PA
1305
PSI Advisors
Florida
$1.46K
AIC
1306
Archer Investment Corporation
Indiana
$1.46K
ATC
1307
Adirondack Trust Company
New York
$1.23K
WWM
1308
Wolff Wiese Magana
California
$1.15K
TCM
1309
TD Capital Management
Tennessee
$926
PCTC
1310
Perkins Coie Trust Company
Washington
$614 +$594 +8 New
FSWA
1311
Financial Synergies Wealth Advisors
Texas
$538
EWP
1312
Elevation Wealth Partners
California
$13
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1313
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$32.8M -469,400 Closed
Hudson Bay Capital Management
1314
Hudson Bay Capital Management
Connecticut
-$7.68M -110,000 Closed
HF
1315
HRT Financial
New York
-$5.75M -82,396 Closed
AAF
1316
Andra AP-fonden
Sweden
-$5.7M -81,600 Closed
PI
1317
PineBridge Investments
New York
-$5.32M -76,254 Closed
AP
1318
Advisors Preferred
Maryland
-$3.74M -53,345 Closed
SICM
1319
Sustainable Insight Capital Management
New York
-$3.7M -53,000 Closed
Twin Tree Management
1320
Twin Tree Management
Texas
-$3.19M -45,755 Closed
E
1321
Ergoteles
New York
-$2.84M -40,638 Closed
VWA
1322
V Wealth Advisors
Kansas
-$2.66M -38,041 Closed
CWM
1323
Cordatus Wealth Management
Pennsylvania
-$2.11M -30,181 Closed
Group One Trading
1324
Group One Trading
Illinois
-$1.83M -24,675 Closed
V
1325
Veritable
Delaware
-$1.49M -21,335 Closed

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.