We are live on ! Find out more

1,205 hedge funds and large institutions have $27.7B invested in Aflac in 2022 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 418 increasing their positions, 421 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 59

73% more funds holding in top 10

Funds holding in top 10: 1119 (+8)

10% more capital invested

Capital invested by funds: $25.3B → $27.7B (+$2.47B)

5% more funds holding

Funds holding: 1,1471,205 (+58)

1.25% more ownership

Funds ownership: 65.65%66.9% (+1.2%)

7% more call options, than puts

Call options by funds: $235M | Put options by funds: $219M

1% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 421

Holders
1,205
Holders Change
+58
Holders Change %
+5.06%
% of All Funds
19.01%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.3%
New
133
Increased
418
Reduced
421
Closed
59
Calls
$235M
Puts
$219M
Net Calls
+$15.7M
Net Calls Change
+$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
576
Exencial Wealth Advisors
Oklahoma
$957K -$104K -1,658 -10%
BCV
577
Banque Cantonale Vaudoise
Switzerland
$945K
LTI
578
Laffer Tengler Investments
Tennessee
$943K +$917K +14,640 New
SM
579
Sciencast Management
New Jersey
$942K +$908K +14,510 New
GFPC
580
Global Financial Private Client
Florida
$941K +$73K +1,166 +9%
BBA
581
Baader Bank Aktiengesellschaft
Germany
$940K +$914K +14,600 New
MAWAG
582
Mid-American Wealth Advisory Group
Missouri
$936K -$24.7K -394 -3%
DAC
583
Dividend Assets Capital
South Carolina
$933K
BP
584
Ballentine Partners
Massachusetts
$926K +$683K +10,909 +315%
CIAS
585
Capital Investment Advisory Services
North Carolina
$922K +$422K +6,738 +89%
BFS
586
Bradley Foster & Sargent
Connecticut
$915K +$90.8K +1,450 +11%
S
587
SignatureFD
Georgia
$913K -$102K -1,636 -10%
6F
588
626 Financial
Michigan
$908K -$30.3K -484 -3%
GI
589
Gradient Investments
Minnesota
$896K +$39.1K +624 +5%
KPWS
590
Kestra Private Wealth Services
Texas
$892K -$34.1K -544 -4%
JWCA
591
J.W. Coons Advisors
Ohio
$889K +$863K +13,790 New
GAAM
592
Guinness Atkinson Asset Management
California
$887K
DSC
593
Duncker Streett & Co
Missouri
$884K -$87.7K -1,400 -9%
CT
594
Caldwell Trust
Florida
$868K
WANY
595
Wealthspire Advisors (New York)
New York
$867K -$153K -2,451 -15%
AWM
596
Abound Wealth Management
Tennessee
$865K -$50.1K -801 -6%
FFM
597
Forum Financial Management
Illinois
$863K -$2.25K -36 -0.3%
KIC
598
Keating Investment Counselors
Florida
$847K -$18.8K -300 -2%
GGI
599
Godsey & Gibb Inc
Virginia
$846K +$822K +13,135 New
LWAC
600
Laurel Wealth Advisors (California)
California
$844K -$4.76K -76 -0.6%

AFL Hedge Fund Activity: Q1 2022 in Review

1,205 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q1 2022, worth a combined $27.7B — up 9.7% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new AFL positions and 59 closed out — a net gain of 74 holders — while 418 added to existing stakes and 421 trimmed.

The largest buyer was Capital Wealth Planning, opening a new position worth an estimated $154M. The largest seller was American Century Companies, cutting an estimated $153M.

  • 1,205 institutional investors held Aflac (AFL) as of Q1 2022, up from 1,147 in Q4 2021.
  • Funds reported $27.7B of Aflac stock for Q1 2022, up 9.7% quarter-over-quarter.
  • 133 funds opened new Aflac positions in Q1 2022 and 59 closed out, a net change of +74 holders.
  • The largest Aflac buyer in Q1 2022 was Capital Wealth Planning, an estimated $154M added.
  • The largest Aflac seller in Q1 2022 was American Century Companies, an estimated $153M sold.

Based on aggregated 13F filings for Q1 2022.