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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
GLA
276
Great Lakes Advisors
Illinois
$5.86M +$4.42K +66 +0.1%
JMPWA
277
JP Morgan Private Wealth Advisors
California
$5.84M +$1.53M +22,794 +39%
Northwestern Mutual Wealth Management
278
Northwestern Mutual Wealth Management
Wisconsin
$5.83M +$74.9K +1,118 +1%
MOACM
279
Mutual of America Capital Management
New York
$5.82M +$81.8K +1,222 +2%
TPSF
280
Texas Permanent School Fund
Texas
$5.78M -$65.1K -972 -1%
EF
281
Exeter Financial
Arizona
$5.75M -$191K -2,848 -3%
BFG
282
Berger Financial Group
Minnesota
$5.69M +$94.9K +1,418 +2%
MPM
283
Meritage Portfolio Management
Kansas
$5.68M -$67.1K -1,002 -1%
SC
284
Stolper & Co
Oklahoma
$5.64M +$227K +3,385 +5%
Bank of Nova Scotia
285
Bank of Nova Scotia
Ontario, Canada
$5.64M +$1.67M +24,990 +47%
IFAM
286
Institutional & Family Asset Management
Colorado
$5.56M +$23.2K +347 +0.5%
KAS
287
Kestra Advisory Services
Texas
$5.54M -$3.24M -48,450 -39%
PAI
288
Pittenger & Anderson Inc
Nebraska
$5.5M -$10K -150 -0.2%
Allspring Global Investments
289
Allspring Global Investments
North Carolina
$5.48M +$686K +10,248 +16%
D.E. Shaw & Co
290
D.E. Shaw & Co
New York
$5.46M +$1.1M +16,486 +28%
BFEC
291
Benjamin F. Edwards & Company
Missouri
$5.41M +$120K +1,787 +2%
GCAC
292
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.41M -$206K -3,075 -4%
HEIP
293
Hudson Edge Investment Partners
New Jersey
$5.41M -$311K -4,651 -6%
X
294
Xponance
Pennsylvania
$5.31M +$977K +14,592 +25%
NAM
295
Nissay Asset Management
Japan
$5.27M -$274K -4,092 -5%
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$5.25M +$154K +2,300 +3%
LWP
297
LMG Wealth Partners
Louisiana
$5.16M +$4.77M +71,210 New
SSA
298
Schonfeld Strategic Advisors
New York
$5.14M +$4.78M +71,393 New
BCFS
299
Butensky & Cohen Financial Security
Florida
$5.09M -$194K -2,893 -4%
MCM
300
Monarch Capital Management
Indiana
$5.09M -$391K -5,835 -8%

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.