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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.16B +$44.9M +605,210 +1%
JPH
2
Japan Post Holdings
Japan
$4.01B
BlackRock
3
BlackRock
New York
$3.13B -$4.01M -54,072 -0.1%
State Street
4
State Street
Massachusetts
$2.1B -$24.6M -331,391 -1%
Wells Fargo
5
Wells Fargo
California
$1.26B +$2.38M +32,046 +0.2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$917M +$4M +53,867 +0.5%
Morgan Stanley
7
Morgan Stanley
New York
$740M +$59M +794,784 +9%
Northern Trust
8
Northern Trust
Illinois
$560M +$27.4M +368,704 +5%
First Trust Advisors
9
First Trust Advisors
Illinois
$438M -$47.1M -634,595 -10%
AllianceBernstein
10
AllianceBernstein
Tennessee
$384M -$15.9M -214,208 -4%
Invesco
11
Invesco
Georgia
$369M +$16.9M +227,516 +5%
LSV Asset Management
12
LSV Asset Management
Illinois
$367M -$22.9M -308,761 -6%
Legal & General Group
13
Legal & General Group
United Kingdom
$367M -$11.4M -153,476 -3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$364M +$12.8M +172,709 +4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$321M -$14.4M -194,197 -4%
Goldman Sachs
16
Goldman Sachs
New York
$287M +$54M +727,361 +24%
Boston Partners
17
Boston Partners
Massachusetts
$274M -$3.68M -49,569 -1%
Bank of America
18
Bank of America
North Carolina
$265M +$26.8M +361,523 +12%
UBS AM
19
UBS AM
Illinois
$248M +$3.73M +50,294 +2%
Charles Schwab
20
Charles Schwab
California
$244M -$1.36M -18,304 -0.6%
JP Morgan Chase
21
JP Morgan Chase
New York
$229M +$18.7M +251,718 +9%
American Century Companies
22
American Century Companies
Missouri
$210M -$39.5M -531,793 -16%
Robeco Institutional Asset Management
23
Robeco Institutional Asset Management
Netherlands
$208M -$6.97M -93,941 -3%
ProShare Advisors
24
ProShare Advisors
Maryland
$200M -$8.02M -108,054 -4%
Norges Bank
25
Norges Bank
Norway
$178M -$29.1M -391,849 -14%

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.