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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
CAM
826
Congress Asset Management
Massachusetts
$379K -$34.4K -550 -9%
RCM
827
RNC Capital Management
California
$379K -$9.39K -150 -2%
KA
828
Kovack Advisors
Florida
$379K +$12.5K +200 +4%
CCA
829
Checchi Capital Advisers
California
$379K +$17.3K +276 +5%
PP
830
Patten & Patten
Tennessee
$377K -$6.7K -107 -2%
JCM
831
J2 Capital Management
Michigan
$376K -$26.4K -422 -7%
LWP
832
Lumature Wealth Partners
Georgia
$376K +$238K +3,797 +185%
EP
833
Eudaimonia Partners
Tennessee
$375K +$365K +5,823 New
FRA
834
Frank Rimerman Advisors
California
$375K
ECM
835
Element Capital Management
New York
$370K +$360K +5,750 New
IFG
836
Independent Financial Group
California
$369K -$139K -2,216 -28%
PB
837
Pinnacle Bancorp
Nebraska
$367K +$15.7K +250 +5%
IAIM
838
International Assets Investment Management
Florida
$367K +$130K +2,072 +57%
CRI
839
Colonial River Investments
Virginia
$363K +$114K +1,823 +48%
CA
840
Calton & Associates
Florida
$362K -$26.7K -426 -7%
CST
841
Charles Schwab Trust
Nevada
$362K
PTB
842
Pioneer Trust Bank
Oregon
$362K
QCG
843
Quadrant Capital Group
Ohio
$362K +$1.38K +22 +0.4%
ACA
844
Aptus Capital Advisors
Alabama
$362K +$129K +2,055 +58%
SW
845
SlateStone Wealth
Florida
$361K
PTC
846
Private Trust Company
Ohio
$360K +$350K +5,598 New
FC
847
Ferris Capital
Massachusetts
$359K
RIA
848
Richwood Investment Advisors
Ohio
$359K
BWM
849
Biltmore Wealth Management
Arizona
$359K +$17.2K +274 +5%
WAP
850
Wealthcare Advisory Partners
Pennsylvania
$358K +$35.9K +574 +12%

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.