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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
P
751
Pitcairn
Pennsylvania
$560K -$18.1K -271 -3%
IAMOG
752
Investors Asset Management of Georgia
Georgia
$559K -$3.35K -50 -0.6%
VDI
753
Vaughan David Investments
Illinois
$558K -$20.1K -300 -4%
WP
754
WMS Partners
Maryland
$556K
SC
755
Savant Capital
Illinois
$552K +$26.2K +392 +5%
IIM
756
Ipswich Investment Management
Massachusetts
$551K
BB
757
Busey Bank
Illinois
$549K +$48.1K +719 +10%
ACA
758
Aptus Capital Advisors
Alabama
$549K +$79.1K +1,181 +18%
HR
759
Howe & Rusling
New York
$548K
AIA
760
Alera Investment Advisors
Illinois
$544K -$18.8K -281 -4%
CI
761
Cigna Investments
Connecticut
$543K -$5.49K -82 -1%
SSWM
762
Smith Salley Wealth Management
North Carolina
$542K -$6.23K -93 -1%
CT
763
Chicago Trust
Illinois
$539K -$44.9K -670 -8%
SW
764
SkyOak Wealth
Michigan
$539K
PK
765
Pflug Koory
Nebraska
$536K
LOAMS
766
Lombard Odier Asset Management (Switzerland)
Switzerland
$535K +$164K +2,452 +49%
Federated Hermes
767
Federated Hermes
Pennsylvania
$530K +$248K +3,703 +101%
HH
768
Hilltop Holdings
Texas
$530K +$13.4K +200 +3%
BIAS
769
Beacon Investment Advisory Services
New Jersey
$527K +$134 +2 +0%
BCM
770
Bienville Capital Management
New York
$523K
JIP
771
Jaffetilchin Investment Partners
Florida
$521K -$2.08K -31 -0.4%
Los Angeles Capital Management
772
Los Angeles Capital Management
California
$518K -$29.8K -445 -6%
WWP
773
WR Wealth Planners
Missouri
$516K +$7.23K +108 +2%
CPC
774
Consolidated Planning Corp
Georgia
$515K +$480K +7,164 New
NHT
775
New Hampshire Trust
New Hampshire
$513K +$477K +7,132 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.