We are live on ! Find out more

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
RIA
251
Regal Investment Advisors
Michigan
$6.98M +$266K +3,980 +4%
MIM
252
Marco Investment Management
Georgia
$6.96M -$37.3K -557 -0.6%
CIM
253
Contravisory Investment Management
Massachusetts
$6.95M +$129K +1,922 +2%
WBC
254
Westpac Banking Corp
Australia
$6.93M -$457K -6,830 -7%
Vontobel Holding
255
Vontobel Holding
Switzerland
$6.89M +$5.69M +85,051 +751%
COPPSERS
256
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.88M +$772K +11,533 +14%
JWM
257
JGP Wealth Management
Oregon
$6.88M +$157K +2,351 +3%
TNB
258
Thomasville National Bank
Georgia
$6.87M -$942K -14,066 -13%
SPIA
259
Steward Partners Investment Advisory
New York
$6.8M -$182K -2,717 -3%
HAI
260
Hennessy Advisors Inc
California
$6.69M -$114K -1,700 -2%
SCI
261
S&CO Inc
Massachusetts
$6.65M -$2.34K -35 -0%
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$6.61M +$26.5K +396 +0.4%
PCOC
263
Power Corp of Canada
Canada
$6.6M -$591K -8,831 -9%
FM
264
Foster & Motley
Ohio
$6.55M +$715K +10,683 +13%
NYLIM
265
New York Life Investment Management
New York
$6.39M +$518K +7,740 +10%
Cambridge Investment Research Advisors
266
Cambridge Investment Research Advisors
Iowa
$6.32M -$254K -3,794 -4%
AAF
267
Andra AP-fonden
Sweden
$6.26M +$549K +8,200 +10%
WMSA
268
Weiss Multi-Strategy Advisers
New York
$6.23M +$5.79M +86,553 New
ECM
269
Estabrook Capital Management
New York
$6.1M -$87K -1,300 -2%
EI
270
Ethic Inc
New York
$6.06M +$630K +9,406 +13%
LCM
271
Liberty Capital Management
Michigan
$6.05M +$146K +2,177 +3%
PMEF
272
Point72 Middle East FZE
United Arab Emirates
$6.04M +$5.62M +83,923 New
KL
273
KWMG LLC
Kansas
$5.98M -$311K -4,640 -5%
CNBTD
274
Citizens National Bank Trust Department
Mississippi
$5.95M -$2.95K -44 -0.1%
TFA
275
Toth Financial Advisory
Virginia
$5.93M +$74.7K +1,116 +1%

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.