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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
KLWA
326
Kelly Lawrence W & Associates
California
$4.11M -$580K -8,666 -13%
MCC
327
Money Concepts Capital
Florida
$4.1M +$288K +4,305 +8%
NC
328
NovaPoint Capital
Georgia
$4.06M -$22.8K -341 -0.6%
Group One Trading
329
Group One Trading
Illinois
$4.04M -$2.68M -40,010 -42%
LIA
330
LBMC Investment Advisors
Tennessee
$4M
VWMG
331
Virginia Wealth Management Group
Virginia
$3.98M +$53.1K +793 +1%
TRSOTSOK
332
Teachers Retirement System of the State of Kentucky
Kentucky
$3.95M
NSAM
333
North Star Asset Management
Wisconsin
$3.94M -$52.6K -785 -1%
ECG
334
Edge Capital Group
Georgia
$3.92M +$72.4K +1,082 +2%
BCI
335
Brinker Capital Investments
Pennsylvania
$3.9M -$160K -2,385 -4%
RVM
336
Robinson Value Management
Texas
$3.89M -$1.75M -26,147 -33%
BAMF
337
BI Asset Management Fondsmaeglerselskab
Denmark
$3.87M +$3.04M +45,469 +546%
FCH
338
Freestone Capital Holdings
Washington
$3.87M -$220K -3,292 -6%
BCIM
339
British Columbia Investment Management
British Columbia, Canada
$3.82M -$492K -7,343 -12%
S
340
Seeyond
France
$3.81M +$2.76M +41,280 +351%
FT
341
Fiduciary Trust
Massachusetts
$3.81M -$8.37K -125 -0.2%
ACIM
342
Azimuth Capital Investment Management
Michigan
$3.81M -$110K -1,650 -3%
RFC
343
Regions Financial Corp
Alabama
$3.71M +$1K +15 +0%
EI
344
EDMP Inc
Florida
$3.68M -$85.6K -1,278 -2%
YIA
345
YHB Investment Advisors
Connecticut
$3.61M +$36.8K +549 +1%
OQS
346
Occudo Quantitative Strategies
Florida
$3.59M +$1.75M +26,140 +110%
1832 Asset Management
347
1832 Asset Management
Ontario, Canada
$3.59M +$693K +10,344 +26%
MSRPS
348
Maryland State Retirement & Pension System
Maryland
$3.49M -$46.3K -692 -1%
AFG
349
Albion Financial Group
Utah
$3.46M -$136K -2,027 -4%
PFS
350
Prospera Financial Services
Texas
$3.45M -$1.95M -29,184 -38%

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.