Aflac
1,258 hedge funds and large institutions have $26.1B invested in Aflac in 2023 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 432 increasing their positions, 477 reducing their positions, and 120 closing their positions.
18% more call options, than puts
Call options by funds: $329M | Put options by funds: $279M
1.18% more ownership
Funds ownership: 65.49% → 66.67% (+1.2%)
9% less repeat investments, than reductions
Existing positions increased: 432 | Existing positions reduced: 477
3% less funds holding
Funds holding: 1,303 → 1,258 (-45)
11% less capital invested
Capital invested by funds: $29.3B → $26.1B (-$3.21B)
15% less first-time investments, than exits
New positions opened: 102 | Existing positions closed: 120
58% less funds holding in top 10
Funds holding in top 10: 31 → 13 (-18)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$296M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$185M |
| 3 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$62.3M |
| 4 |
Goldman Sachs
New York
|
+$54.5M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$47.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$161M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$144M |
| 3 |
CWP
Capital Wealth Planning
Naples,
Florida
|
-$126M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$113M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$72.2M |
AFL Hedge Fund Activity: Q1 2023 in Review
1,258 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q1 2023, worth a combined $26.1B — down 11% from $29.3B a quarter earlier.
Sellers outnumbered buyers: 120 funds closed out of AFL and 102 opened new positions — a net loss of 18 holders — while 477 trimmed existing stakes and 432 added.
The largest buyer was Envestnet Asset Management, adding an estimated $296M. The largest seller was State Street, cutting an estimated $161M.
- 1,258 institutional investors held Aflac (AFL) as of Q1 2023, down from 1,303 in Q4 2022.
- Funds reported $26.1B of Aflac stock for Q1 2023, down 11% quarter-over-quarter.
- 102 funds opened new Aflac positions in Q1 2023 and 120 closed out, a net change of -18 holders.
- The largest Aflac buyer in Q1 2023 was Envestnet Asset Management, an estimated $296M added.
- The largest Aflac seller in Q1 2023 was State Street, an estimated $161M sold.
Based on aggregated 13F filings for Q1 2023.