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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
FLC
901
Fifth Lane Capital
Texas
$346K +$322K +4,804 New
BRWA
902
B. Riley Wealth Advisors
Florida
$343K -$5.16K -77 -2%
NSIM
903
North Star Investment Management
Illinois
$342K +$1.67K +25 +0.5%
EDRIA
904
Edmonds Duncan Registered Investment Advisors
Kansas
$342K
ZCA
905
Zeke Capital Advisors
Pennsylvania
$341K
WT
906
Washington Trust
Rhode Island
$340K +$3.08K +46 +1%
First Manhattan
907
First Manhattan
New York
$340K -$67K -1,000 -17%
ACM
908
Altrius Capital Management
North Carolina
$339K +$316K +4,719 New
FP
909
Factorial Partners
New York
$338K -$690K -10,300 -69%
AWAG
910
ARS Wealth Advisors Group
Florida
$338K
MAM
911
Meeder Asset Management
Ohio
$338K -$1.19M -17,779 -79%
IB
912
Intrust Bank
Kansas
$334K
SFG
913
SevenBridge Financial Group
Pennsylvania
$332K
KP
914
Keel Point
Alabama
$332K +$48.1K +719 +18%
GA
915
Geller Advisors
New York
$332K +$2.08K +31 +0.7%
CT
916
Colonial Trust
South Carolina
$330K +$35.1K +524 +13%
BG
917
Bollard Group
Massachusetts
$328K +$1.61K +24 +0.5%
GEA
918
Glen Eagle Advisors
New Jersey
$327K +$1.61K +24 +0.5%
APA
919
Astoria Portfolio Advisors
New York
$326K +$307K +4,591 New
CAM
920
Cresset Asset Management
Illinois
$325K -$266K -3,972 -28%
ECA
921
Elevated Capital Advisors
Utah
$325K +$26.8K +400 +10%
SS
922
Simplicity Solutions
Minnesota
$324K +$17.9K +268 +6%
KCM
923
Kathmere Capital Management
Pennsylvania
$324K -$9.37K -140 -3%
MIM
924
MTM Investment Management
South Carolina
$322K +$335 +5 +0.1%
FANJ
925
Financial Architects (New Jersey)
New Jersey
$321K

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.