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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
NRA
726
NSI Retail Advisors
Pennsylvania
$622K
CM
727
Cornerstone Management
Georgia
$620K -$9.37K -140 -2%
GHA
728
GW Henssler & Associates
Georgia
$612K
ECP
729
Epacria Capital Partners
Colorado
$611K +$569K +8,500 New
BTI
730
Blue Trust Inc
Georgia
$611K +$75.7K +1,130 +12%
PA
731
Parallel Advisors
California
$608K +$28.3K +422 +5%
FWP
732
Firethorn Wealth Partners
Georgia
$604K +$2.08K +31 +0.4%
TA
733
TFB Advisors
Kansas
$600K +$558K +8,340 New
SFA
734
Sequoia Financial Advisors
Ohio
$587K +$86.4K +1,291 +19%
BPA
735
Beacon Pointe Advisors
California
$586K +$72.2K +1,078 +15%
SHGA
736
Sand Hill Global Advisors
California
$581K -$66.5K -993 -11%
BSA
737
Bull Street Advisors
Georgia
$580K -$599K -8,950 -53%
QI
738
Qtron Investments
Massachusetts
$577K -$98.9K -1,477 -16%
BBHC
739
Brown Brothers Harriman & Co
New York
$577K -$98.2K -1,466 -15%
CTA
740
Chesley Taft & Associates
Illinois
$576K
MMG
741
Monetary Management Group
Missouri
$576K
RPC
742
Rossmore Private Capital
Connecticut
$576K
TCM
743
Tran Capital Management
California
$576K
DEA
744
DoubleLine ETF Adviser
Florida
$574K +$535K +7,985 New
DP
745
Dearborn Partners
Illinois
$574K -$201K -3,001 -27%
HIA
746
Harbor Investment Advisory
Maryland
$573K
SYBT
747
Stock Yards Bank & Trust
Kentucky
$573K -$51.5K -769 -9%
RSWM
748
Robertson Stephens Wealth Management
California
$569K -$1.81K -27 -0.3%
HGERS
749
Householder Group Estate & Retirement Specialist
Arizona
$566K -$40.2K -600 -7%
DC
750
Diametric Capital
Massachusetts
$564K +$524K +7,834 New

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.