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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
LSERS
401
Louisiana State Employees Retirement System
Louisiana
$2.63M -$13.4K -200 -0.5%
BMSSC
402
B. Metzler seel. Sohn & Co
Germany
$2.63M -$568K -8,487 -19%
LOIM
403
Liberty One Investment Management
Illinois
$2.61M -$4.69K -70 -0.2%
LFS
404
Legacy Financial Strategies
Kansas
$2.6M +$126K +1,882 +5%
TFF
405
The Family Firm
Maryland
$2.6M -$2.5M -37,328 -51%
AWM
406
AE Wealth Management
Kansas
$2.55M +$163K +2,430 +7%
Jones Financial Companies
407
Jones Financial Companies
Missouri
$2.53M +$1.69M +25,317 +259%
AI
408
Atria Investments
North Carolina
$2.51M +$47.5K +709 +2%
CIBC Private Wealth Group
409
CIBC Private Wealth Group
Georgia
$2.5M +$5.83K +87 +0.2%
HWM
410
HB Wealth Management
Georgia
$2.46M +$318K +4,743 +16%
WG
411
Welch Group
Alabama
$2.43M +$201 +3 +0%
DADC
412
D.A. Davidson & Co
Montana
$2.43M +$536 +8 +0%
BONH
413
Bank of New Hampshire
New Hampshire
$2.4M -$55K -822 -2%
MLICM
414
Metropolitan Life Insurance Company (MetLife)
New York
$2.35M -$101K -1,508 -4%
TNBTD
415
Trustmark National Bank Trust Department
Mississippi
$2.35M -$61.5K -918 -3%
WCBA
416
Weaver C. Barksdale & Associates
Tennessee
$2.33M -$372K -5,558 -15%
National Bank of Canada
417
National Bank of Canada
Quebec, Canada
$2.31M +$1.07M +15,939 +99%
RP
418
Rowlandmiller & Partners
Georgia
$2.3M -$24.8K -371 -1%
VIA
419
Vident Investment Advisory
Georgia
$2.28M -$2.25M -33,628 -52%
DIA
420
Dean Investment Associates
Ohio
$2.27M -$15.3K -229 -0.7%
OTPPB
421
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.26M +$53K +791 +3%
NB
422
Norinchukin Bank
Japan
$2.24M -$718K -10,719 -26%
CNC
423
Canandaigua National Corp
New York
$2.23M -$5.69K -85 -0.3%
BB
424
Bell Bank
North Dakota
$2.22M
TPM
425
Triasima Portfolio Management
Quebec, Canada
$2.22M

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.