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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
FM
301
Foster & Motley
Ohio
$4.14M -$124K -1,981 -3%
SFI
302
Siemens Fonds Invest
Germany
$4.12M +$34.9K +558 +0.9%
FNT
303
First National Trust
Pennsylvania
$4.11M -$150K -2,396 -4%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$4.1M +$120K +1,916 +3%
ST
305
Somerset Trust
Pennsylvania
$4.06M +$2.19K +35 +0.1%
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.01M -$254K -4,064 -6%
HIMCH
307
Hartford Investment Management Co (HIMCO)
Connecticut
$4M -$342K -5,466 -8%
BMSSC
308
B. Metzler seel. Sohn & Co
Germany
$3.93M +$212K +3,381 +6%
NSAM
309
North Star Asset Management
Wisconsin
$3.9M -$22.5K -360 -0.6%
OSAM
310
O'Shaughnessy Asset Management
Connecticut
$3.89M +$253K +4,041 +7%
BCI
311
Brinker Capital Investments
Pennsylvania
$3.86M -$73.6K -1,176 -2%
BWM
312
BerganKDV Wealth Management
Minnesota
$3.85M +$235K +3,759 +7%
WG
313
Watchman Group
Texas
$3.8M -$50.6K -809 -1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
314
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.8M -$95.2M -1,520,317 -96%
VIA
315
Vident Investment Advisory
Georgia
$3.76M +$6.01K +96 +0.2%
Mercer Global Advisors
316
Mercer Global Advisors
Colorado
$3.75M -$122K -1,950 -3%
Connor, Clark & Lunn Investment Management (CC&L)
317
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.72M -$1.39M -22,228 -28%
NA
318
NewEdge Advisors
Louisiana
$3.68M -$268K -4,276 -7%
CIBC Private Wealth Group
319
CIBC Private Wealth Group
Georgia
$3.67M -$256K -4,090 -7%
LIA
320
LBMC Investment Advisors
Tennessee
$3.62M
TPM
321
Triasima Portfolio Management
Quebec, Canada
$3.62M +$148K +2,370 +4%
RVM
322
Robinson Value Management
Texas
$3.59M -$64.4K -1,028 -2%
ACM
323
Azimuth Capital Management
Michigan
$3.55M -$47K -750 -1%
NC
324
NovaPoint Capital
Georgia
$3.54M +$186K +2,971 +6%
FT
325
Fiduciary Trust
Massachusetts
$3.42M

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.