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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
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$73.6M -$395K -5,897 -0.6%
Renaissance Technologies
52
Renaissance Technologies
New York
$72.7M +$37.2M +555,400 +122%
Balyasny Asset Management
53
Balyasny Asset Management
Illinois
$72.4M -$22.1M -330,258 -25%
Point72 Asset Management
54
Point72 Asset Management
Connecticut
$72.2M +$67.2M +1,004,300 New
HSBC Holdings
55
HSBC Holdings
United Kingdom
$69.7M +$25M +373,817 +63%
AI
56
Ariel Investments
Illinois
$63.9M -$3.31M -49,492 -5%
BGIM
57
Brandywine Global Investment Management
Pennsylvania
$63.6M +$14.9M +221,973 +34%
RJA
58
Raymond James & Associates
Florida
$63.6M -$1.44M -21,497 -2%
Ameriprise
59
Ameriprise
Minnesota
$63.4M -$792K -11,828 -1%
AM
60
AGF Management
Ontario, Canada
$61.1M +$56.9M +849,686 New
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$60.7M +$411K +6,142 +0.7%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$60.2M -$933K -13,941 -2%
TH
63
TCTC Holdings
Texas
$59.2M
CCMG
64
Clark Capital Management Group
Pennsylvania
$56.7M +$1.46M +21,827 +3%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$56M +$2.39M +35,741 +5%
JP Morgan Chase
66
JP Morgan Chase
New York
$55.8M +$6.57M +98,088 +14%
Victory Capital Management
67
Victory Capital Management
Texas
$52.4M +$3.94M +58,828 +9%
Principal Financial Group
68
Principal Financial Group
Iowa
$52.1M -$2.62M -39,117 -5%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$51.7M +$294K +4,390 +0.6%
LPL Financial
70
LPL Financial
California
$50.9M +$3.29M +49,182 +7%
PCM
71
Penserra Capital Management
California
$50.2M +$12.6M +188,857 +37%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$49.8M +$22.7M +339,519 +96%
Citigroup
73
Citigroup
New York
$48.4M +$7.04M +105,220 +19%
Nordea Investment Management
74
Nordea Investment Management
Sweden
$46.6M -$52.4M -782,599 -55%
DCM
75
Donaldson Capital Management
Indiana
$45.1M +$974K +14,551 +2%

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.