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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
AIM
501
Athena Investment Management
California
$1.5M -$11.8K -176 -0.8%
FWM
502
Forza Wealth Management
Florida
$1.5M +$1.39M +20,800 New
SSW
503
Smith Shellnut Wilson
Mississippi
$1.49M -$201 -3 -0%
GT
504
Glenview Trust
Kentucky
$1.49M -$14K -209 -1%
KRSITF
505
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.48M
GFA
506
Gifford Fong Associates
California
$1.48M
SICM
507
Sustainable Insight Capital Management
New York
$1.48M +$375K +5,600 +37%
LIM
508
Loudon Investment Management
New Hampshire
$1.48M
RIM
509
Redwood Investment Management
Arizona
$1.48M -$126K -1,888 -8%
BCP
510
Blackhawk Capital Partners
Wisconsin
$1.47M -$395K -5,901 -22%
WS
511
Wedbush Securities
California
$1.47M -$304K -4,537 -18%
S
512
SignatureFD
Georgia
$1.45M +$85.5K +1,277 +7%
AG
513
Ascent Group
Virginia
$1.44M -$70.4K -1,051 -5%
O
514
Ossiam
France
$1.44M +$910K +13,593 +213%
ECM
515
EagleClaw Capital Management
Massachusetts
$1.44M
RCA
516
Riverview Capital Advisers
Massachusetts
$1.42M -$6.03K -90 -0.5%
RWM
517
Ritholtz Wealth Management
New York
$1.41M +$478K +7,136 +57%
VRS
518
Virginia Retirement Systems
Virginia
$1.4M +$348K +5,200 +37%
WIC
519
Woodmont Investment Counsel
Tennessee
$1.4M -$9.37K -140 -0.7%
CBFP
520
Cedar Brook Financial Partners
Ohio
$1.39M -$3.01K -45 -0.2%
CCT
521
Capital City Trust
Florida
$1.37M -$32.5K -486 -2%
WSC
522
Wellington Shields & Co
New York
$1.37M -$6.7K -100 -0.5%
KTC
523
Kistler-Tiffany Companies
Pennsylvania
$1.36M
TCOV
524
Trust Company of Vermont
Vermont
$1.36M -$96.9K -1,447 -7%
HT
525
Heritage Trust
Oklahoma
$1.36M +$54.4K +812 +5%

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.