Aflac
1,415 hedge funds and large institutions have $32.9B invested in Aflac in 2023 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 444 increasing their positions, 508 reducing their positions, and 61 closing their positions.
213% more first-time investments, than exits
New positions opened: 191 | Existing positions closed: 61
12% more call options, than puts
Call options by funds: $416M | Put options by funds: $370M
8% more funds holding
Funds holding: 1,308 → 1,415 (+107)
8% more capital invested
Capital invested by funds: $30.6B → $32.9B (+$2.35B)
1.36% more ownership
Funds ownership: 66.99% → 68.34% (+1.4%)
13% less repeat investments, than reductions
Existing positions increased: 444 | Existing positions reduced: 508
21% less funds holding in top 10
Funds holding in top 10: 29 → 23 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$735M |
| 2 |
BlackRock
New York
|
+$115M |
| 3 |
JP Morgan Chase
New York
|
+$77.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$53.1M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$49.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$142M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$96.8M |
| 3 |
State Street
Boston,
Massachusetts
|
-$94.7M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$88.6M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$61.7M |
AFL Hedge Fund Activity: Q4 2023 in Review
1,415 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q4 2023, worth a combined $32.9B — up 7.7% from $30.6B a quarter earlier.
Buyers outnumbered sellers: 191 funds opened new AFL positions and 61 closed out — a net gain of 130 holders — while 444 added to existing stakes and 508 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $735M. The largest seller was Vanguard Group, cutting an estimated $142M.
- 1,415 institutional investors held Aflac (AFL) as of Q4 2023, up from 1,308 in Q3 2023.
- Funds reported $32.9B of Aflac stock for Q4 2023, up 7.7% quarter-over-quarter.
- 191 funds opened new Aflac positions in Q4 2023 and 61 closed out, a net change of +130 holders.
- The largest Aflac buyer in Q4 2023 was Morgan Stanley, an estimated $735M added.
- The largest Aflac seller in Q4 2023 was Vanguard Group, an estimated $142M sold.
Based on aggregated 13F filings for Q4 2023.