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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
SWP
426
Stratos Wealth Partners
Ohio
$2.21M -$158K -2,362 -7%
HTC
427
Haverford Trust Company
Pennsylvania
$2.21M +$380K +5,669 +23%
EFI
428
EHP Funds Inc
Canada
$2.21M +$1.58M +23,610 +335%
GF
429
Gries Financial
Ohio
$2.2M +$672K +10,033 +49%
SHFA
430
SS&H Financial Advisors
Michigan
$2.2M
NFG
431
Nations Financial Group
Iowa
$2.2M +$2.05M +30,595 New
JFL
432
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.19M
SW
433
SteelPeak Wealth
California
$2.16M +$559K +8,344 +38%
NSEDCP
434
NJ State Employees Deferred Compensation Plan
New Jersey
$2.16M
QCM
435
Quantinno Capital Management
New York
$2.15M +$252K +3,762 +14%
Capital Fund Management (CFM)
436
Capital Fund Management (CFM)
France
$2.14M +$1.99M +29,767 New
PAS
437
Park Avenue Securities
New York
$2.13M +$871K +13,007 +78%
BL
438
Balentine LLC
Georgia
$2.13M -$52.2K -779 -3%
Thrivent Financial for Lutherans
439
Thrivent Financial for Lutherans
Minnesota
$2.08M -$17.9K -267 -0.9%
SSB
440
Sandy Spring Bank
Maryland
$2.06M -$56.2K -839 -3%
BOTW
441
Bank of the West
California
$2.05M +$1.33M +19,873 +231%
BF
442
BOK Financial
Oklahoma
$2.04M -$4.89K -73 -0.3%
SCM
443
Shelton Capital Management
Colorado
$2.01M -$1.96M -29,241 -51%
PFPT
444
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.01M -$126K -1,877 -6%
BFO
445
Biltmore Family Office
North Carolina
$2.01M
GCC
446
Guardian Capital (Canada)
Ontario, Canada
$1.99M
PS
447
Pensionfund Sabic
Netherlands
$1.98M
TF
448
TIAA FSB
Florida
$1.97M -$183K -2,736 -9%
CL
449
CIM LLC
New York
$1.97M -$66.3K -991 -3%
NMERB
450
New Mexico Educational Retirement Board
New Mexico
$1.94M -$221K -3,300 -11%

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.