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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
AMBIA
351
Allen Mooney & Barnes Investment Advisors
Georgia
$3.44M +$6.29K +94 +0.2%
SBH
352
Segall Bryant & Hamill
Illinois
$3.44M
LRIC
353
Long Road Investment Counsel
Michigan
$3.44M
GIA
354
Gladstone Institutional Advisory
Florida
$3.43M -$68.5K -1,023 -2%
TI
355
Tidal Investments
Wisconsin
$3.4M +$2.65M +39,545 +510%
HSA
356
HBK Sorce Advisory
Pennsylvania
$3.37M +$1.54M +22,998 +96%
GAM
357
Gotham Asset Management
New York
$3.37M +$112K +1,671 +4%
Wealthfront Advisers
358
Wealthfront Advisers
California
$3.36M +$37.4K +558 +1%
SAM
359
Securian Asset Management
Minnesota
$3.35M -$18.3K -273 -0.6%
PCM
360
Parsons Capital Management
Rhode Island
$3.34M +$7.37K +110 +0.2%
EMPI
361
Elo Mutual Pension Insurance
Finland
$3.34M +$34.2K +511 +1%
N
362
Natixis
France
$3.3M +$662K +9,894 +27%
PGFC
363
Peapack-Gladstone Financial Corp
New Jersey
$3.29M -$52.8K -788 -2%
CPA
364
Court Place Advisors
Maryland
$3.26M -$46.8K -699 -2%
GC
365
Gould Capital
Washington
$3.26M -$38K -568 -1%
AAMU
366
AEGON Asset Management (UK)
United Kingdom
$3.26M +$492K +7,352 +19%
KRS
367
Kentucky Retirement Systems
Kentucky
$3.25M +$13.3K +198 +0.4%
EWM
368
Evercore Wealth Management
New York
$3.25M -$2.68K -40 -0.1%
SMDAM
369
Sumitomo Mitsui DS Asset Management
Japan
$3.24M +$19.2K +287 +0.6%
Lido Advisors
370
Lido Advisors
California
$3.22M +$445K +6,652 +17%
Daiwa Securities Group
371
Daiwa Securities Group
Japan
$3.19M +$99.1K +1,480 +3%
VPIM
372
Vanguard Personalized Indexing Management
California
$3.18M -$21.5K -321 -0.7%
MLM
373
Mount Lucas Management
Pennsylvania
$3.17M +$2.95M +43,998 New
UA
374
Unison Advisors
District of Columbia
$3.15M +$16.1K +241 +0.6%
SVWAG
375
Sound View Wealth Advisors Group
Georgia
$3.15M +$39K +583 +2%

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.