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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
Schroder Investment Management Group
176
Schroder Investment Management Group
United Kingdom
$12.5M -$42.5K -572 -0.3%
ASRS
177
Arizona State Retirement System
Arizona
$12.5M -$270K -3,634 -2%
FMII
178
Farmers & Merchants Investments Inc
Nebraska
$12.3M -$515K -6,931 -4%
AMBIA
179
Allen Mooney & Barnes Investment Advisors
Georgia
$12.2M +$283K +3,815 +2%
WSFS
180
Wilmington Savings Fund Society
Delaware
$12.2M -$166K -2,231 -1%
AB
181
Amalgamated Bank
New York
$12.1M +$808K +10,878 +7%
UIM
182
USS Investment Management
United Kingdom
$12M +$116K +1,563 +1%
AT
183
AMF Tjänstepension
Sweden
$11.9M -$7.91M -106,587 -41%
IIM
184
INTECH Investment Management
Florida
$11.8M +$6.06M +81,588 +114%
AWM
185
AE Wealth Management
Kansas
$11.8M +$356K +4,795 +3%
SG Americas Securities
186
SG Americas Securities
New York
$11.8M +$8.06M +108,585 +244%
BA
187
Bridgewater Associates
Connecticut
$11.7M +$1.57M +21,175 +16%
SLAM
188
Swiss Life Asset Management
$11.6M +$2.52M +33,935 +29%
CAM
189
Cresset Asset Management
Illinois
$11.4M +$162K +2,184 +1%
GC
190
Guggenheim Capital
Illinois
$11.4M -$1.12M -15,129 -9%
AIG
191
American International Group
New York
$11.4M -$430K -5,792 -4%
SOMRS
192
State of Michigan Retirement System
Michigan
$11.4M -$223K -3,000 -2%
Wellington Management Group
193
Wellington Management Group
Massachusetts
$11.3M +$1.61M +21,642 +17%
FAF
194
Första AP-fonden
Sweden
$11.1M +$1.48M +20,000 +16%
State of Tennessee, Department of Treasury
195
State of Tennessee, Department of Treasury
Tennessee
$11.1M -$405K -5,450 -4%
DC
196
Davenport & Co
Virginia
$11M -$307K -4,138 -3%
Allspring Global Investments
197
Allspring Global Investments
North Carolina
$10.8M +$7.36M +99,162 +236%
CB
198
Commerce Bank
Missouri
$10.8M -$26.9K -362 -0.3%
Calamos Advisors
199
Calamos Advisors
Illinois
$10.6M
SAA
200
Southeast Asset Advisors
Georgia
$10.6M +$149K +2,013 +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.