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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
TSS
1351
Two Sigma Securities
New York
-$243K -3,279 Closed
AWA
1352
Arete Wealth Advisors
Illinois
-$223K -3,200 Closed
CAS
1353
CTC Alternative Strategies
Illinois
-$220K -3,150 Closed
FG
1354
Foster Group
Iowa
-$217K -3,104 Closed
CA
1355
Calton & Associates
Florida
-$211K -3,016 Closed
CRI
1356
Colonial River Investments
Virginia
-$210K -3,007 Closed
CFO
1357
CVA Family Office
Colorado
-$169K -2,422 Closed
PI
1358
PEAK6 Investments
Illinois
-$120K -1,618 Closed
WP
1359
WealthPLAN Partners
Nebraska
-$91.1K -1,305 Closed
AI
1360
AXS Investments
New York
-$84.5K -1,210 Closed
UCB
1361
United Community Bank
South Carolina
-$83.8K -1,200 Closed
CA
1362
Crewe Advisors
Utah
-$76.8K -1,101 Closed
MA
1363
MCF Advisors
Kentucky
-$74.3K -1,064 Closed
OPTFSNA
1364
Old Point Trust & Financial Services N A
Virginia
-$65.8K -943 Closed
CWA
1365
Clearview Wealth Advisors
Oregon
-$56.1K -804 Closed
SSG
1366
Summit Securities Group
New York
-$50K -719 Closed
PIAS
1367
PCA Investment Advisory Services
Ohio
-$42.1K -603 Closed
AT
1368
Avalon Trust
New Mexico
-$36.6K -525 Closed
AP
1369
Arlington Partners
Alabama
-$29.9K -429 Closed
TFP
1370
Tilia Fiduciary Partners
North Carolina
-$26K -372 Closed
DI
1371
Disciplined Investments
Oklahoma
-$4.12K -59 Closed
SF
1372
Safeguard Financial
Wisconsin
-$3K -57 Closed
YAL
1373
Your Advocates Ltd
Texas
-$1.4K -20 Closed
RWPA
1374
Richard W. Paul & Associates
Michigan
-$1.26K -18 Closed
FA
1375
Fiduciary Alliance
South Carolina
-$419 -6 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.