We are live on ! Find out more

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
WCF
651
West Coast Financial
California
$803K -$17.9K -268 -2%
FIBT
652
First International Bank & Trust
North Dakota
$800K -$69.2K -1,033 -8%
FF
653
Friedenthal Financial
New Jersey
$800K +$745K +11,122 New
CPWA
654
Cerro Pacific Wealth Advisors
California
$800K -$7.43K -111 -1%
SA
655
Sicart Associates
New York
$798K -$50.2K -750 -6%
CWM
656
Cahaba Wealth Management
Georgia
$797K -$9.64K -144 -1%
FC
657
FORA Capital
Florida
$791K +$737K +11,002 New
TC
658
Toews Corporation
New Jersey
$791K -$562K -8,400 -43%
ZIM
659
Zacks Investment Management
Illinois
$788K +$190K +2,840 +35%
ZIC
660
ZWJ Investment Counsel
Georgia
$773K -$60.3K -900 -8%
CFD
661
Creative Financial Designs
Indiana
$771K +$201 +3 +0%
AUB
662
Atlantic Union Bankshares
Virginia
$768K -$11.6K -174 -2%
BFA
663
Bragg Financial Advisors
North Carolina
$765K -$21.4K -319 -3%
Koshinski Asset Management
664
Koshinski Asset Management
Illinois
$764K +$711K +10,625 New
SPC
665
Stewart & Patten Company
California
$763K -$6.7K -100 -0.9%
CWS
666
Confluence Wealth Services
Pennsylvania
$761K -$12.9K -192 -2%
SAM
667
Smithbridge Asset Management
Pennsylvania
$756K -$20.1K -300 -3%
WB
668
WesBanco Bank
West Virginia
$756K +$704K +10,510 New
FPWM
669
FSB Premier Wealth Management
Iowa
$755K -$16.7K -250 -2%
FLPIM
670
F.L. Putnam Investment Management
Massachusetts
$754K +$10.2K +153 +1%
WorldQuant Millennium Advisors
671
WorldQuant Millennium Advisors
New York
$753K +$701K +10,463 New
UH
672
Unigestion Holding
Switzerland
$749K +$696K +10,395 New
DA
673
Denali Advisors
California
$748K -$73.6K -1,100 -10%
SAM
674
Silvercrest Asset Management
New York
$745K
GAAM
675
Guinness Atkinson Asset Management
California
$742K -$146K -2,184 -17%

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.