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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
CRI
826
Colonial River Investments
Virginia
$454K +$6.63K +99 +2%
PWW
827
Pettyjohn Wood & White
Virginia
$453K
IFG
828
Independent Financial Group
California
$452K -$20.8K -310 -5%
HWMG
829
Hurlow Wealth Management Group
Indiana
$450K -$7.83K -117 -2%
SIA
830
SeaBridge Investment Advisors
New Jersey
$450K
VCA
831
Verdence Capital Advisors
Maryland
$449K +$67 +1 +0%
AT
832
American Trust
Kentucky
$448K -$6.29K -94 -1%
FMAEN1
833
Fund Management at Engine No 1
California
$448K +$46.7K +698 +13%
MFG
834
Merit Financial Group
Georgia
$448K +$103K +1,544 +33%
MAA
835
Matrix Asset Advisors
New York
$446K
CSI
836
Cross Staff Investments
New York
$446K
IF
837
Insight Folios
North Carolina
$443K +$6.09K +91 +1%
EARNEST Partners
838
EARNEST Partners
Georgia
$442K +$4.42K +66 +1%
GDP
839
Great Diamond Partners
Maine
$438K -$7.97K -119 -2%
SAM
840
Strategy Asset Managers
California
$437K -$9.11K -136 -2%
BPFA
841
Barnes Pettey Financial Advisors
Mississippi
$436K +$5.83K +87 +1%
AIM
842
Allen Investment Management
New York
$432K
SIA
843
Schechter Investment Advisors
Michigan
$432K +$25.5K +381 +7%
KA
844
Kovack Advisors
Florida
$429K -$14K -209 -3%
ACP
845
Aveo Capital Partners
Colorado
$428K -$22.7K -339 -5%
CWM
846
Collaborative Wealth Management
Florida
$427K +$3.08K +46 +0.8%
EI
847
Ellevest Inc
New York
$426K +$9.04K +135 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
848
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$426K -$18.6M -277,300 -98%
RCM
849
RNC Capital Management
California
$425K
CS
850
Comerica Securities
Michigan
$424K +$394K +5,891 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.