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1,303 hedge funds and large institutions have $29.6B invested in Aflac in 2022 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 397 increasing their positions, 463 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more first-time investments, than exits

New positions opened: 209 | Existing positions closed: 64

63% more funds holding in top 10

Funds holding in top 10: 1931 (+12)

27% more capital invested

Capital invested by funds: $23.3B → $29.6B (+$6.3B)

10% more funds holding

Funds holding: 1,1811,303 (+122)

0.46% more ownership

Funds ownership: 65.83%66.28% (+0.46%)

0% less call options, than puts

Call options by funds: $396M | Put options by funds: $396M

14% less repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 463

Holders
1,303
Holders Change
+122
Holders Change %
+10.33%
% of All Funds
20.95%
Holding in Top 10
31
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+63.16%
% of All Funds
0.5%
New
209
Increased
397
Reduced
463
Closed
64
Calls
$396M
Puts
$396M
Net Calls
-$592K
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
226
Cetera Advisor Networks
California
$8.4M +$1.38M +20,544 +21%
IMRF
227
Illinois Municipal Retirement Fund
Illinois
$8.29M -$5.83M -87,005 -43%
State of Tennessee, Department of Treasury
228
State of Tennessee, Department of Treasury
Tennessee
$8.26M +$867K +12,945 +13%
AAM
229
Advisors Asset Management
Colorado
$8.25M +$440K +6,573 +6%
OSAM
230
O'Shaughnessy Asset Management
Connecticut
$8.2M +$763K +11,398 +11%
M&T Bank
231
M&T Bank
New York
$8.19M +$160K +2,394 +2%
FAF
232
Första AP-fonden
Sweden
$8.17M -$53.6K -800 -0.7%
CIM
233
Cambria Investment Management
California
$8.11M +$1.18M +17,568 +18%
JFG
234
Jefferies Financial Group
New York
$8.09M +$7.53M +112,402 New
PAM
235
Palisade Asset Management
Minnesota
$8.06M -$189K -2,829 -2%
URS
236
Utah Retirement Systems
Utah
$7.87M -$187K -2,800 -2%
QI
237
QV Investors
Alberta, Canada
$7.85M -$2.86M -42,700 -28%
Cetera Investment Advisers
238
Cetera Investment Advisers
Illinois
$7.82M -$3.03M -45,239 -29%
CAM
239
Cubic Asset Management
Massachusetts
$7.82M -$424K -6,329 -6%
MCM
240
Mattern Capital Management
Colorado
$7.81M -$432K -6,451 -6%
LIM
241
Leavell Investment Management
Alabama
$7.76M -$136K -2,024 -2%
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$7.73M -$170K -2,545 -2%
Mackenzie Financial
243
Mackenzie Financial
Ontario, Canada
$7.68M +$348K +5,198 +5%
GFG
244
Greystone Financial Group
Michigan
$7.63M -$1.3M -19,430 -15%
GIBU
245
Gulf International Bank (UK)
United Kingdom
$7.5M
Teacher Retirement System of Texas
246
Teacher Retirement System of Texas
Texas
$7.42M -$1.14M -17,012 -14%
SLAM
247
Swiss Life Asset Management
$7.24M -$681K -10,168 -9%
Public Employees Retirement Association of Colorado
248
Public Employees Retirement Association of Colorado
Colorado
$7.16M -$45.9K -686 -0.7%
AAS
249
Avantax Advisory Services
Texas
$7.14M +$599K +8,950 +10%
HBWM
250
Hollow Brook Wealth Management
New York
$7.08M

AFL Hedge Fund Activity: Q4 2022 in Review

1,303 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q4 2022, worth a combined $29.6B — up 27% from $23.3B a quarter earlier.

Buyers outnumbered sellers: 209 funds opened new AFL positions and 64 closed out — a net gain of 145 holders — while 397 added to existing stakes and 463 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $110M. The largest seller was American Century Companies, cutting an estimated $139M.

  • 1,303 institutional investors held Aflac (AFL) as of Q4 2022, up from 1,181 in Q3 2022.
  • Funds reported $29.6B of Aflac stock for Q4 2022, up 27% quarter-over-quarter.
  • 209 funds opened new Aflac positions in Q4 2022 and 64 closed out, a net change of +145 holders.
  • The largest Aflac buyer in Q4 2022 was Morgan Stanley, an estimated $110M added.
  • The largest Aflac seller in Q4 2022 was American Century Companies, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2022.