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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
MTC
551
Matrix Trust Company
Colorado
$1.23M +$315K +4,700 +38%
KIA
552
Kraematon Investment Advisors
Massachusetts
$1.23M +$3.82K +57 +0.3%
CC
553
Centiva Capital
New York
$1.22M +$434K +6,475 +61%
AC
554
Abbrea Capital
California
$1.21M -$6.7K -100 -0.6%
BWM
555
BerganKDV Wealth Management
Minnesota
$1.2M -$3.17M -47,344 -74%
SG
556
Stonnington Group
California
$1.2M -$40.2K -600 -3%
EAM
557
Erste Asset Management
Austria
$1.2M
CA
558
Carson Advisory
Georgia
$1.19M -$73.2K -1,093 -6%
SPC
559
Sigma Planning Corp
Michigan
$1.18M -$29K -433 -3%
KIC
560
Keating Investment Counselors
Florida
$1.18M +$261K +3,900 +31%
AF
561
Allworth Financial
California
$1.18M -$51.6K -771 -4%
AFM
562
Abbot Financial Management
Massachusetts
$1.18M
EF
563
Empirical Finance
Pennsylvania
$1.18M +$65.1K +973 +6%
HIC
564
Hartline Investment Corp
Illinois
$1.17M +$1.09M +16,268 New
HCMT
565
Highland Capital Management (Tennessee)
Tennessee
$1.17M -$10K -150 -0.9%
LTI
566
Laffer Tengler Investments
Tennessee
$1.16M +$101K +1,511 +10%
SFSG
567
Sound Financial Strategies Group
Mississippi
$1.16M +$1.08M +16,078 New
GCP
568
GSA Capital Partners
United Kingdom
$1.16M +$692K +10,340 +181%
CM
569
Columbus Macro
Pennsylvania
$1.15M +$14.1K +210 +1%
HCM
570
Highview Capital Management
Illinois
$1.15M +$31.7K +474 +3%
FCB
571
First Command Bank
Texas
$1.15M
FCFS
572
First Command Financial Services
Texas
$1.15M
FTDI
573
First Trust Direct Indexing
Massachusetts
$1.14M -$86.6K -1,294 -8%
V
574
VeraBank
Texas
$1.13M
GT
575
Greenleaf Trust
Michigan
$1.13M +$24.8K +370 +2%

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.