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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
FMC
801
First Merchants Corp
Indiana
$485K -$20.1K -300 -4%
AWA
802
Acorn Wealth Advisors
Michigan
$483K +$1.14K +17 +0.3%
QCG
803
Quadrant Capital Group
Ohio
$482K +$5.49K +82 +1%
TAM
804
Trust Asset Management
Texas
$481K
IAIM
805
International Assets Investment Management
Florida
$480K +$78.9K +1,178 +21%
KIA
806
KCM Investment Advisors
California
$477K +$50.4K +753 +13%
CGL
807
Clarius Group LLC
Washington
$476K +$736 +11 +0.2%
SFA
808
Souders Financial Advisors
Ohio
$473K +$3.62K +54 +0.8%
WCWM
809
Willow Creek Wealth Management
California
$473K +$4.95K +74 +1%
BG
810
Benedetti & Gucer
Georgia
$472K +$171K +2,560 +64%
CWM
811
Chesapeake Wealth Management
Virginia
$471K -$6.7K -100 -2%
CAM
812
Carret Asset Management
New York
$469K -$6.7K -100 -2%
SFG
813
Steward Financial Group
Texas
$469K +$1.94K +29 +0.4%
BJL
814
Brighton Jones LLC
Washington
$468K +$436K +6,512 New
IWN
815
Independent Wealth Network
Iowa
$467K +$4.42K +66 +1%
JCM
816
J2 Capital Management
Michigan
$466K +$10.8K +161 +3%
DWM
817
Dakota Wealth Management
Florida
$464K
GC
818
Grimes & Company
Massachusetts
$461K +$335 +5 +0.1%
LFG
819
Larson Financial Group
Missouri
$461K -$12.1K -180 -3%
MWM
820
Mattern Wealth Management
Kansas
$459K +$13.9K +208 +3%
LWP
821
Lumature Wealth Partners
Georgia
$458K -$9.91K -148 -2%
PWM
822
Perigon Wealth Management
California
$456K +$424K +6,337 New
PNC
823
Park National Corp
Ohio
$455K -$53.6K -800 -11%
TPCW
824
TD Private Client Wealth
New York
$455K +$46.3K +692 +12%
SWA
825
Sutton Wealth Advisors
Florida
$454K -$469 -7 -0.1%

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.