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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
TC
701
Telemus Capital
Michigan
$666K -$7.9K -118 -1%
AG
702
AIA Group
Hong Kong
$659K +$248K +3,699 +68%
ACM
703
AlphaStar Capital Management
North Carolina
$656K -$3.15K -47 -0.5%
SC
704
Scotia Capital
Ontario, Canada
$656K +$610K +9,115 New
SG
705
StoneX Group
New York
$653K +$608K +9,074 New
OIA
706
Optimum Investment Advisors
Illinois
$651K
DI
707
Diligent Investors
California
$649K
RPCONE
708
Retirement Planning Company of New England
Rhode Island
$648K +$3.75K +56 +0.6%
ABC
709
Associated Banc-Corp
Wisconsin
$641K
MWM
710
Mission Wealth Management
California
$640K +$1.27K +19 +0.2%
IPW
711
Inlet Private Wealth
Florida
$640K
IWA
712
IBEX Wealth Advisors
New Jersey
$640K +$596K +8,899 New
ESB
713
Essex Savings Bank
Connecticut
$638K
CG
714
Caprock Group
Idaho
$637K +$64.3K +960 +12%
DIA
715
Dana Investment Advisors
Wisconsin
$637K +$3.88K +58 +0.7%
SRC
716
Shufro Rose & Co
New York
$634K
FFP
717
FourThought Financial Partners
Florida
$634K +$590K +8,808 New
MC
718
Moors & Cabot
Massachusetts
$634K +$1.14K +17 +0.2%
WTC
719
WhitTier Trust Company
Nevada
$633K +$1.74K +26 +0.3%
TMAM
720
Tokio Marine Asset Management
Japan
$632K +$67.7K +1,011 +13%
OIA
721
OneDigital Investment Advisors
Kansas
$630K +$49.5K +739 +9%
TCWM
722
Total Clarity Wealth Management
Illinois
$626K
BCM
723
Becker Capital Management
Oregon
$626K
HBT
724
Hills Bank & Trust
Iowa
$623K
CA
725
CSM Advisors
Pennsylvania
$622K

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.