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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
IMCOOI
626
Investment Management Corp of Ontario (IMCO)
Canada
$895K +$833K +12,438 New
GWM
627
Geneos Wealth Management
Colorado
$891K -$51.8K -773 -6%
DAC
628
Dividend Assets Capital
South Carolina
$891K -$46.9K -700 -5%
SFO
629
Stokes Family Office
Louisiana
$887K +$5.83K +87 +0.7%
AWM
630
Abound Wealth Management
Tennessee
$885K -$38.2K -570 -4%
KWM
631
Kingsview Wealth Management
Oregon
$883K -$96.9K -1,448 -11%
BBA
632
Baader Bank Aktiengesellschaft
Germany
$864K
WI
633
WBI Investments
New Jersey
$857K +$797K +11,909 New
PWP
634
Principle Wealth Partners
Connecticut
$856K
AWS
635
Atria Wealth Solutions
New York
$852K +$340K +5,073 +21%
MRCM
636
M&R Capital Management
New Jersey
$849K -$20.1K -300 -2%
CT
637
Caldwell Trust
Florida
$849K -$32.9K -492 -4%
TFS
638
TrustCore Financial Services
Tennessee
$848K +$7.37K +110 +0.9%
LWAC
639
Laurel Wealth Advisors (California)
California
$846K -$76.1K -1,136 -9%
VFA
640
Valeo Financial Advisors
Indiana
$840K +$132K +1,966 +20%
DLHL
641
Donald L. Hagan LLC
Florida
$829K +$14.4K +215 +2%
BCP
642
Berkeley Capital Partners
Georgia
$827K
RT
643
Rockland Trust
Massachusetts
$825K -$402 -6 -0.1%
FFM
644
Fullerton Fund Management
Singapore
$821K +$764K +11,406 New
GC
645
Gratus Capital
Georgia
$818K
JIC
646
Joel Isaacson & Co
New York
$816K
NHC
647
Nicholas Hoffman & Company
Georgia
$812K +$67 +1 +0%
MAS
648
Meeder Advisory Services
Ohio
$811K +$755K +11,279 New
BFG
649
Bleakley Financial Group
New Jersey
$808K +$752K +11,234 New
PWLP
650
Prio Wealth Limited Partnership
Massachusetts
$806K

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.