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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
TAM
151
Tocqueville Asset Management
New York
$16.4M -$2.97M -39,980 -16%
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$16.2M +$736K +9,912 +5%
YCM
153
Yousif Capital Management
Michigan
$16.1M -$542K -7,301 -3%
IMRF
154
Illinois Municipal Retirement Fund
Illinois
$16.1M +$908K +12,232 +6%
Handelsbanken Fonder
155
Handelsbanken Fonder
Sweden
$16.1M -$8.13M -109,542 -34%
KeyBank National Association
156
KeyBank National Association
Ohio
$15.9M +$214K +2,881 +1%
Baird Financial Group
157
Baird Financial Group
Wisconsin
$15.7M -$227K -3,054 -1%
VOYA Investment Management
158
VOYA Investment Management
Georgia
$15.4M -$494K -6,648 -3%
Aberdeen Group
159
Aberdeen Group
United Kingdom
$15.1M -$942K -12,688 -6%
MAM
160
Madison Asset Management
Wisconsin
$15.1M -$4.13M -55,659 -22%
PI
161
PGGM Investments
Netherlands
$14.8M +$774K +10,426 +6%
AQR Capital Management
162
AQR Capital Management
Connecticut
$14.6M -$7.17M -96,626 -34%
Creative Planning
163
Creative Planning
Kansas
$14.5M +$972K +13,092 +7%
BBVA
164
Banco Bilbao Vizcaya Argentaria
Spain
$14.5M -$316K -4,261 -2%
CAC
165
Core Alternative Capital
Georgia
$14.4M -$1.45M -19,483 -9%
Neuberger Berman Group
166
Neuberger Berman Group
New York
$14.3M +$816K +10,987 +6%
OC
167
Oppenheimer & Co
New York
$14M -$175K -2,362 -1%
Rafferty Asset Management
168
Rafferty Asset Management
New York
$13.9M +$368K +4,962 +3%
MG
169
Mather Group
Illinois
$13.9M -$532K -7,167 -4%
AL
170
Arnhold LLC
New York
$13.8M -$14.8K -199 -0.1%
TD Asset Management
171
TD Asset Management
Ontario, Canada
$13.7M -$552K -7,434 -4%
OSAM
172
O'Shaughnessy Asset Management
Connecticut
$13.7M +$4.26M +57,349 +48%
Mirae Asset Global Investments
173
Mirae Asset Global Investments
South Korea
$13.2M -$1.1M -14,815 -8%
HPC
174
HM Payson & Co
Maine
$13.2M +$28.7K +387 +0.2%
LKIM
175
Lawson Kroeker Investment Management
Nebraska
$12.7M -$10.4K -140 -0.1%

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.