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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
CA
601
Cetera Advisors
Colorado
$1.04M -$171K -2,552 -15%
WANY
602
Wealthspire Advisors (New York)
New York
$1.04M +$68.8K +1,028 +8%
VI
603
Vestcor Inc
New Brunswick, Canada
$1.02M -$13.1K -196 -1%
AC
604
Allstate Corporation
Illinois
$1.02M +$9.98K +149 +1%
AIM
605
Allstate Investment Management
Illinois
$1.02M +$952K +14,217 New
BP
606
Ballentine Partners
Massachusetts
$1.02M +$23.2K +346 +3%
JF
607
Jump Financial
Illinois
$1.01M -$677K -10,112 -42%
EIP
608
Epoch Investment Partners
New York
$1.01M -$27.4K -409 -3%
MFAM
609
Motley Fool Asset Management
Virginia
$1M -$58.6K -876 -6%
BFS
610
Bradley Foster & Sargent
Connecticut
$1M
S
611
SimplyRich
California
$1M +$536 +8 +0.1%
DSC
612
Duncker Streett & Co
Missouri
$988K
EWA
613
Exencial Wealth Advisors
Oklahoma
$986K -$1.67K -25 -0.2%
GI
614
Gradient Investments
Minnesota
$983K -$25.8K -386 -3%
MCM
615
MAI Capital Management
Ohio
$982K +$30.7K +459 +3%
MSFS
616
Main Street Financial Solutions
Pennsylvania
$980K -$149K -2,224 -14%
MA
617
Montag & Associates
Georgia
$975K
FFM
618
Forum Financial Management
Illinois
$972K +$803 +12 +0.1%
DWP
619
Daymark Wealth Partners
Ohio
$965K +$898K +13,413 New
VWM
620
Venturi Wealth Management
Texas
$964K -$108K -1,620 -11%
TRCT
621
Tower Research Capital (TRC)
New York
$948K -$2.76M -41,190 -76%
Two Sigma Investments
622
Two Sigma Investments
New York
$935K +$870K +13,000 New
CG
623
Colony Group
Massachusetts
$932K +$180K +2,689 +26%
CIAS
624
Capital Investment Advisory Services
North Carolina
$929K -$70.4K -1,051 -8%
EWA
625
Etesian Wealth Advisors
Oregon
$911K +$848K +12,668 New

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.