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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
IAN
851
Integrated Advisors Network
Texas
$356K +$1.82K +29 +0.5%
FCFC
852
First Citizens Financial Corp
Iowa
$351K
BFA
853
Beaumont Financial Advisors
Massachusetts
$351K +$814 +13 +0.2%
KCM
854
Kanawha Capital Management
Virginia
$349K +$25K +400 +8%
RWA
855
Ropes Wealth Advisors
Massachusetts
$347K +$18.8K +300 +6%
CFAM
856
Center For Asset Management
Florida
$347K +$40.6K +648 +14%
GIA
857
GHP Investment Advisors
Colorado
$344K +$14.8K +237 +5%
GDP
858
Great Diamond Partners
Maine
$343K -$188 -3 -0.1%
BRWA
859
B. Riley Wealth Advisors
Florida
$341K +$69.8K +1,115 +27%
PWS
860
Peloton Wealth Strategists
Indiana
$340K +$79.8K +1,275 +32%
CSB
861
City State Bank
Iowa
$337K -$18.8K -300 -5%
MTC
862
Matrix Trust Company
Colorado
$337K +$327K +5,228 New
CA
863
Continuum Advisory
Idaho
$336K +$368K +5,871 New
TFA
864
Triad Financial Advisors
North Carolina
$331K +$3.38K +54 +1%
FMLI
865
Fukoku Mutual Life Insurance
Japan
$330K -$31.3K -500 -9%
Assenagon Asset Management
866
Assenagon Asset Management
Luxembourg
$329K -$2.19M -34,951 -87%
FMAEN1
867
Fund Management at Engine No 1
California
$327K +$318K +5,077 New
PL
868
Plancorp LLC
Missouri
$323K
TPCW
869
TD Private Client Wealth
New York
$322K +$27.8K +444 +10%
CCG
870
Cypress Capital Group
Florida
$321K +$17.5K +280 +6%
APP
871
Avantax Planning Partners
Iowa
$320K -$76.8K -1,226 -20%
TS
872
Tamar Securities
California
$317K -$5.26K -84 -2%
D
873
Dentgroup
Louisiana
$317K +$2K +32 +0.7%
ACM
874
Allred Capital Management
Texas
$316K +$1.25K +20 +0.4%
FMWA
875
Forvis Mazars Wealth Advisors
Missouri
$315K +$62.5K +998 +26%

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.