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1,173 hedge funds and large institutions have $23.2B invested in Aflac in 2022 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 409 increasing their positions, 449 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $207M | Put options by funds: $205M

9% less repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 449

1.77% less ownership

Funds ownership: 66.9%65.13% (-1.8%)

3% less funds holding

Funds holding: 1,2051,173 (-32)

11% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 94

17% less capital invested

Capital invested by funds: $27.7B → $23.2B (-$4.58B)

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

Holders
1,173
Holders Change
-32
Holders Change %
-2.66%
% of All Funds
19.76%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.2%
New
84
Increased
409
Reduced
449
Closed
94
Calls
$207M
Puts
$205M
Net Calls
+$2.36M
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GAAM
601
Guinness Atkinson Asset Management
California
$762K
DSC
602
Duncker Streett & Co
Missouri
$760K
FFM
603
Forum Financial Management
Illinois
$747K +$5.19K +88 +0.7%
ZIM
604
Zacks Investment Management
Illinois
$745K +$309K +5,239 +64%
MAM
605
Meeder Asset Management
Ohio
$738K -$852K -14,442 -52%
GGI
606
Godsey & Gibb Inc
Virginia
$727K
DAC
607
Dividend Assets Capital
South Carolina
$724K -$83.2K -1,410 -10%
MGP
608
Metis Global Partners
California
$723K +$195K +3,309 +34%
AWM
609
Abound Wealth Management
Tennessee
$723K -$22K -372 -3%
EF
610
Empirical Finance
Pennsylvania
$722K +$38.1K +646 +5%
BP
611
Ballentine Partners
Massachusetts
$721K -$80.4K -1,362 -9%
GT
612
Greenleaf Trust
Michigan
$719K -$138K -2,330 -15%
LWAC
613
Laurel Wealth Advisors (California)
California
$716K -$10.9K -185 -1%
KIC
614
Keating Investment Counselors
Florida
$711K -$17.7K -300 -2%
CWS
615
Confluence Wealth Services
Pennsylvania
$705K +$12.3K +208 +2%
LFAS
616
Level Four Advisory Services
Texas
$702K -$20.1K -341 -3%
IC
617
IEQ Capital
California
$696K +$53.2K +902 +8%
VAS
618
Vestmark Advisory Solutions
Massachusetts
$694K +$306K +5,186 +70%
O
619
Ossiam
France
$680K -$7.58M -128,394 -91%
CT
620
Caldwell Trust
Florida
$680K -$70.8K -1,200 -9%
BCV
621
Banque Cantonale Vaudoise
Switzerland
$679K -$142K -2,400 -16%
Koshinski Asset Management
622
Koshinski Asset Management
Illinois
$679K -$3.48K -59 -0.5%
JWCA
623
J.W. Coons Advisors
Ohio
$670K -$98.2K -1,664 -12%
MRCM
624
M&R Capital Management
New Jersey
$669K -$15.8K -267 -2%
OWM
625
OneAscent Wealth Management
Alabama
$666K -$3.31K -56 -0.5%

AFL Hedge Fund Activity: Q2 2022 in Review

1,173 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q2 2022, worth a combined $23.2B — down 17% from $27.7B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of AFL and 84 opened new positions — a net loss of 10 holders — while 449 trimmed existing stakes and 409 added.

The largest buyer was Morgan Stanley, adding an estimated $166M. The largest seller was Fidelity Investments, cutting an estimated $245M.

  • 1,173 institutional investors held Aflac (AFL) as of Q2 2022, down from 1,205 in Q1 2022.
  • Funds reported $23.2B of Aflac stock for Q2 2022, down 17% quarter-over-quarter.
  • 84 funds opened new Aflac positions in Q2 2022 and 94 closed out, a net change of -10 holders.
  • The largest Aflac buyer in Q2 2022 was Morgan Stanley, an estimated $166M added.
  • The largest Aflac seller in Q2 2022 was Fidelity Investments, an estimated $245M sold.

Based on aggregated 13F filings for Q2 2022.