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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
VAS
1326
Vestmark Advisory Solutions
Massachusetts
-$1.29M -18,418 Closed
CAM
1327
CenterStar Asset Management
Illinois
-$1.2M -17,209 Closed
BCM
1328
Bridgeway Capital Management
Texas
-$1.04M -14,900 Closed
MAWAG
1329
Mid-American Wealth Advisory Group
Missouri
-$1.01M -14,392 Closed
CSS
1330
Cubist Systematic Strategies
Connecticut
-$998K -13,440 Closed
MWM
1331
MorganRosel Wealth Management
Colorado
-$817K -11,698 Closed
SPA
1332
Sherbrooke Park Advisers
New York
-$754K -10,800 Closed
TA
1333
TFB Advisors
Kansas
-$679K -9,734 Closed
MC
1334
Machina Capital
France
-$677K -9,701 Closed
GM
1335
GeoWealth Management
Illinois
-$554K -7,939 Closed
JIC
1336
Johnson Investment Counsel
Ohio
-$535K -7,658 Closed
Capstone Investment Advisors
1337
Capstone Investment Advisors
New York
-$556K -7,488 Closed
DCM
1338
Dupont Capital Management
Delaware
-$510K -7,310 Closed
VIA
1339
Vident Investment Advisory
Georgia
-$449K -6,432 Closed
YIH
1340
Y-Intercept (HK)
Hong Kong
-$409K -5,861 Closed
HH
1341
Hilltop Holdings
Texas
-$395K -5,658 Closed
DS
1342
DRW Securities
Illinois
-$353K -5,061 Closed
I
1343
InceptionR
California
-$291K -4,171 Closed
MFS
1344
Mirabella Financial Services
United Kingdom
-$289K -4,143 Closed
FMWA
1345
Forvis Mazars Wealth Advisors
Missouri
-$270K -3,863 Closed
EGM
1346
Engineers Gate Manager
New York
-$261K -3,744 Closed
T
1347
TRUADVICE
Florida
-$277K -3,664 Closed
LWM
1348
Laidlaw Wealth Management
New York
-$255K -3,660 Closed
ACM
1349
Advisors Capital Management
New Jersey
-$247K -3,537 Closed
LC
1350
LCNB Corp
Ohio
-$231K -3,311 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.