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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
TBA
576
Tower Bridge Advisors
Pennsylvania
$1.13M
CTFG
577
Capstone Triton Financial Group
Oklahoma
$1.13M +$11.4K +171 +1%
William Blair & Company
578
William Blair & Company
Illinois
$1.13M -$53.4K -798 -5%
WT
579
Whittier Trust
California
$1.12M +$119K +1,774 +13%
MAM
580
Mystic Asset Management
Rhode Island
$1.12M -$99.8K -1,490 -9%
CFMC
581
Curbstone Financial Management Corp
New Hampshire
$1.11M -$6.7K -100 -0.6%
CAG
582
Csenge Advisory Group
Florida
$1.11M -$18.6K -278 -2%
Impax Asset Management Group
583
Impax Asset Management Group
United Kingdom
$1.11M +$1.03M +15,421 New
RA
584
RFG Advisory
Alabama
$1.1M -$178K -2,663 -14%
LP
585
LMR Partners
United Kingdom
$1.09M +$1.01M +15,149 New
RP
586
Rice Partnership
Hawaii
$1.09M
ATPW
587
Ashton Thomas Private Wealth
Arizona
$1.09M -$58.3K -871 -5%
BSW
588
Buckingham Strategic Wealth
Missouri
$1.09M -$22.9K -342 -2%
MCM
589
Mendel Capital Management
Arkansas
$1.08M +$110K +1,639 +12%
CAM
590
Cozad Asset Management
Illinois
$1.08M -$93.7K -1,400 -9%
JWCA
591
J.W. Coons Advisors
Ohio
$1.08M +$94.1K +1,406 +10%
CCM
592
CTC Capital Management
Illinois
$1.08M +$696K +10,400 +226%
6F
593
626 Financial
Michigan
$1.08M +$11.1K +166 +1%
IC
594
IEQ Capital
California
$1.07M +$142K +2,119 +17%
LPT
595
Legacy Private Trust
Wisconsin
$1.06M -$14.1K -210 -1%
Assenagon Asset Management
596
Assenagon Asset Management
Luxembourg
$1.06M -$2.39M -35,659 -71%
IG
597
ING Group
Netherlands
$1.05M -$2.68M -40,076 -73%
OWM
598
OneAscent Wealth Management
Alabama
$1.05M -$21K -314 -2%
WG
599
Watchman Group
Texas
$1.05M
IA
600
IFP Advisors
Florida
$1.05M -$97.5K -1,457 -6%

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.