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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
CP
526
Coho Partners
Pennsylvania
$1.35M
OAM
527
Oak Asset Management
California
$1.33M -$92.7K -1,385 -7%
SA
528
Shilanski & Associates
Alaska
$1.33M +$1.24M +18,450 New
EP
529
Edgestream Partners
New Jersey
$1.32M +$1.23M +18,346 New
TC
530
TownSquare Capital
Utah
$1.32M +$1.23M +18,343 New
AI
531
AdvisorShares Investments
Maryland
$1.31M -$371K -5,542 -23%
LA
532
LBP AM
France
$1.31M +$1.22M +18,209 New
GB
533
Goepper Burkhardt
South Carolina
$1.3M +$8.23K +123 +0.7%
TCM
534
Telos Capital Management
California
$1.3M +$58.4K +872 +5%
CK
535
Cohen Klingenstein
New York
$1.29M
RI
536
Ridgewood Investments
New Jersey
$1.29M -$201 -3 -0%
ECM
537
Evergreen Capital Management
Washington
$1.29M +$3.01K +45 +0.3%
MMPW
538
Mitchell McLeod Pugh & Williams
Alabama
$1.29M -$84.9K -1,268 -7%
SWA
539
Stratos Wealth Advisors
Ohio
$1.29M +$5.29K +79 +0.4%
NMIMC
540
Northwestern Mutual Investment Management Company
Wisconsin
$1.28M -$243K -3,624 -17%
TAM
541
Townsend Asset Management
North Carolina
$1.27M -$21.4K -320 -2%
VAS
542
Vestmark Advisory Solutions
Massachusetts
$1.27M +$76.9K +1,149 +7%
MYIA
543
Mount Yale Investment Advisors
Colorado
$1.27M -$5.89K -88 -0.5%
GFPC
544
Global Financial Private Client
Florida
$1.27M +$153K +2,292 +15%
CIC
545
Crawford Investment Counsel
Georgia
$1.27M
SI
546
Symmetry Investments
Jersey
$1.26M +$1.17M +17,500 New
BCM
547
Brookstone Capital Management
Illinois
$1.25M +$56.1K +838 +5%
LFAS
548
Level Four Advisory Services
Texas
$1.25M +$282K +4,209 +32%
WA
549
Waddell & Associates
Tennessee
$1.23M +$6.29K +94 +0.6%
PAM
550
Panagora Asset Management
Massachusetts
$1.23M -$545K -8,140 -32%

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.