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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
GWM
401
GSB Wealth Management
Connecticut
$2.33M +$262K +4,180 +13%
HSA
402
Hussman Strategic Advisors
Maryland
$2.32M -$651K -10,400 -22%
WG
403
Welch Group
Alabama
$2.26M -$46.7K -746 -2%
SCA
404
Southern Capital Advisors
Tennessee
$2.25M -$171K -2,727 -7%
NMERB
405
New Mexico Educational Retirement Board
New Mexico
$2.25M -$175K -2,800 -7%
BC
406
Brookfield Corp
Ontario, Canada
$2.25M +$2.19M +34,903 New
MCM
407
Murphy Capital Management
New Jersey
$2.23M -$11K -175 -0.5%
CWM
408
Cahaba Wealth Management
Georgia
$2.21M +$2.18M +34,885 +934%
CWM
409
Cornerstone Wealth Management
Missouri
$2.21M -$242K -3,863 -10%
SWP
410
Stratos Wealth Partners
Ohio
$2.18M +$322K +5,150 +18%
DIA
411
Dean Investment Associates
Ohio
$2.18M -$54.7K -874 -3%
RB
412
Rodgers Brothers
Pennsylvania
$2.18M
WS
413
Wedbush Securities
California
$2.15M +$885K +14,134 +73%
BCM
414
Breiter Capital Management
Florida
$2.13M +$133K +2,125 +7%
Cerity Partners
415
Cerity Partners
New York
$2.13M -$406K -6,480 -16%
BF
416
BOK Financial
Oklahoma
$2.13M -$7.08K -113 -0.3%
RP
417
Rowlandmiller & Partners
Georgia
$2.09M -$107K -1,717 -5%
V
418
Veritable
Delaware
$2.09M +$23.1K +369 +1%
CAN
419
Cetera Advisor Networks
California
$2.07M +$53.5K +854 +3%
SAM
420
Sawgrass Asset Management
Florida
$2.06M +$2.01M +32,067 New
TCM
421
Tanaka Capital Management
New York
$2.04M -$4.07K -65 -0.2%
AWA
422
Aaron Wealth Advisors
Illinois
$2.03M +$8.18M +130,711 New
DY
423
Dowling & Yahnke
California
$2.02M -$53.7K -857 -3%
BCM
424
Bayesian Capital Management
New York
$2M +$1.5M +23,978 +340%
JFL
425
Jarislowsky, Fraser Ltd
Quebec, Canada
$2M -$47K -750 -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.