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1,205 hedge funds and large institutions have $27.7B invested in Aflac in 2022 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 418 increasing their positions, 421 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 59

73% more funds holding in top 10

Funds holding in top 10: 1119 (+8)

10% more capital invested

Capital invested by funds: $25.3B → $27.7B (+$2.47B)

5% more funds holding

Funds holding: 1,1471,205 (+58)

1.25% more ownership

Funds ownership: 65.65%66.9% (+1.2%)

7% more call options, than puts

Call options by funds: $235M | Put options by funds: $219M

1% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 421

Holders
1,205
Holders Change
+58
Holders Change %
+5.06%
% of All Funds
19.01%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.3%
New
133
Increased
418
Reduced
421
Closed
59
Calls
$235M
Puts
$219M
Net Calls
+$15.7M
Net Calls Change
+$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
276
Toth Financial Advisory
Virginia
$4.83M +$401K +6,404 +9%
SC
277
Stolper & Co
Oklahoma
$4.8M +$83.1K +1,327 +2%
BFG
278
Berger Financial Group
Minnesota
$4.78M +$4.64M +74,173 New
VanEck Associates
279
VanEck Associates
New York
$4.75M +$453K +7,237 +11%
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$4.74M +$191K +3,048 +4%
AIP
281
Ameritas Investment Partners
Nebraska
$4.73M +$662K +10,571 +17%
CT
282
Coastline Trust
Rhode Island
$4.63M -$257K -4,100 -5%
BCFS
283
Butensky & Cohen Financial Security
Florida
$4.61M -$10.1K -162 -0.2%
MLM
284
Mount Lucas Management
Pennsylvania
$4.56M -$419K -6,700 -9%
PAM
285
Peninsula Asset Management
Florida
$4.56M +$42.9K +685 +1%
RIA
286
Regal Investment Advisors
Michigan
$4.53M +$501K +7,997 +13%
BFEC
287
Benjamin F. Edwards & Company
Missouri
$4.53M -$236K -3,766 -5%
BC
288
Burney Company
Virginia
$4.49M -$31.3K -500 -0.7%
IFAM
289
Institutional & Family Asset Management
Colorado
$4.47M +$35.2K +562 +0.8%
EI
290
Ethic Inc
New York
$4.43M +$973K +15,547 +29%
KAS
291
Kestra Advisory Services
Texas
$4.4M -$3.23M -51,634 -43%
DILIC
292
Dai-ichi Life Insurance Company
Japan
$4.39M
BFA
293
Brendel Financial Advisors
New Hampshire
$4.34M +$4.22M +67,411 New
LCM
294
Linker Capital Management
Kentucky
$4.26M
PFM
295
Parsec Financial Management
North Carolina
$4.26M +$106K +1,698 +3%
CCM
296
Coldstream Capital Management
Washington
$4.24M -$772K -12,325 -16%
KLWA
297
Kelly Lawrence W & Associates
California
$4.24M +$3.51K +56 +0.1%
S
298
Surevest
California
$4.2M -$1.44M -23,020 -26%
JCM
299
Jacobi Capital Management
Pennsylvania
$4.19M -$11.8K -188 -0.3%
WAM
300
Wallington Asset Management
Indiana
$4.19M -$73.9K -1,180 -2%

AFL Hedge Fund Activity: Q1 2022 in Review

1,205 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q1 2022, worth a combined $27.7B — up 9.7% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new AFL positions and 59 closed out — a net gain of 74 holders — while 418 added to existing stakes and 421 trimmed.

The largest buyer was Capital Wealth Planning, opening a new position worth an estimated $154M. The largest seller was American Century Companies, cutting an estimated $153M.

  • 1,205 institutional investors held Aflac (AFL) as of Q1 2022, up from 1,147 in Q4 2021.
  • Funds reported $27.7B of Aflac stock for Q1 2022, up 9.7% quarter-over-quarter.
  • 133 funds opened new Aflac positions in Q1 2022 and 59 closed out, a net change of +74 holders.
  • The largest Aflac buyer in Q1 2022 was Capital Wealth Planning, an estimated $154M added.
  • The largest Aflac seller in Q1 2022 was American Century Companies, an estimated $153M sold.

Based on aggregated 13F filings for Q1 2022.