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1,205 hedge funds and large institutions have $27.7B invested in Aflac in 2022 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 418 increasing their positions, 421 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 59

73% more funds holding in top 10

Funds holding in top 10: 1119 (+8)

10% more capital invested

Capital invested by funds: $25.3B → $27.7B (+$2.47B)

5% more funds holding

Funds holding: 1,1471,205 (+58)

1.25% more ownership

Funds ownership: 65.65%66.9% (+1.2%)

7% more call options, than puts

Call options by funds: $235M | Put options by funds: $219M

1% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 421

Holders
1,205
Holders Change
+58
Holders Change %
+5.06%
% of All Funds
19.01%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.3%
New
133
Increased
418
Reduced
421
Closed
59
Calls
$235M
Puts
$219M
Net Calls
+$15.7M
Net Calls Change
+$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VDI
726
Vaughan David Investments
Illinois
$511K -$113K -1,800 -18%
RSWM
727
Robertson Stephens Wealth Management
California
$511K +$186K +2,973 +60%
FPS
728
Fieldpoint Private Securities
Connecticut
$509K -$1.31K -21 -0.3%
CANY
729
Caxton Associates (New York)
New York
$509K
CFB
730
Cullen/Frost Bankers
Texas
$506K +$1.31K +21 +0.3%
LCP
731
Legacy Capital Partners
Wisconsin
$505K
IAMOG
732
Investors Asset Management of Georgia
Georgia
$503K
TCM
733
Teza Capital Management
Illinois
$503K +$68.9K +1,101 +16%
HGERS
734
Householder Group Estate & Retirement Specialist
Arizona
$502K +$1.88K +30 +0.4%
BS
735
Boenning & Scattergood
Pennsylvania
$497K -$45.7K -730 -9%
ACM
736
AlphaCrest Capital Management
New York
$495K -$2.31M -36,975 -83%
WFA
737
West Financial Advisors
Iowa
$494K
CWM
738
Chesapeake Wealth Management
Virginia
$493K -$47K -750 -9%
IIM
739
Ipswich Investment Management
Massachusetts
$493K
WP
740
WMS Partners
Maryland
$493K +$157K +2,501 +49%
AW
741
ACG Wealth
Georgia
$492K
SW
742
SkyOak Wealth
Michigan
$491K -$62.5K -999 -12%
SSWM
743
Smith Salley Wealth Management
North Carolina
$491K -$814 -13 -0.2%
LCM
744
Laurion Capital Management
New York
$491K +$478K +7,633 New
HIA
745
Harbor Investment Advisory
Maryland
$490K -$34.4K -549 -7%
HAIM
746
Hunter Associates Investment Management
Pennsylvania
$489K
BA
747
Bellwether Advisors
Nebraska
$489K +$467K +7,457 +5,326%
HH
748
Hilltop Holdings
Texas
$488K -$13.1K -210 -3%
EH
749
Equitable Holdings
New York
$486K -$29.6K -472 -6%
RMC
750
Resources Management Corp
Connecticut
$483K

AFL Hedge Fund Activity: Q1 2022 in Review

1,205 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q1 2022, worth a combined $27.7B — up 9.7% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new AFL positions and 59 closed out — a net gain of 74 holders — while 418 added to existing stakes and 421 trimmed.

The largest buyer was Capital Wealth Planning, opening a new position worth an estimated $154M. The largest seller was American Century Companies, cutting an estimated $153M.

  • 1,205 institutional investors held Aflac (AFL) as of Q1 2022, up from 1,147 in Q4 2021.
  • Funds reported $27.7B of Aflac stock for Q1 2022, up 9.7% quarter-over-quarter.
  • 133 funds opened new Aflac positions in Q1 2022 and 59 closed out, a net change of +74 holders.
  • The largest Aflac buyer in Q1 2022 was Capital Wealth Planning, an estimated $154M added.
  • The largest Aflac seller in Q1 2022 was American Century Companies, an estimated $153M sold.

Based on aggregated 13F filings for Q1 2022.