We are live on ! Find out more

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
PCA
926
Personal Capital Advisors
California
$317K -$15.9K -237 -5%
MCA
927
MSH Capital Advisors
Arizona
$317K +$295K +4,401 New
IRC
928
Investors Research Corp
Georgia
$312K -$8.3K -124 -3%
ICG
929
InterOcean Capital Group
Tennessee
$311K -$7.83K -117 -3%
RFN
930
RDA Financial Network
Iowa
$310K +$9.37K +140 +3%
HT
931
HighTower Trust
Texas
$310K -$2.28K -34 -0.8%
FWM
932
Fairhaven Wealth Management
Illinois
$309K
SCA
933
Snowden Capital Advisors
New York
$309K -$24K -359 -8%
CA
934
Continuum Advisory
Idaho
$308K -$15.5K -232 -5%
SL
935
Salomon & Ludwin
Virginia
$307K
TA
936
TrueWealth Advisors
Alabama
$304K +$67 +1 +0%
SIA
937
Sit Investment Associates
Minnesota
$302K
PWMAG
938
Pinnacle Wealth Management Advisory Group
New Jersey
$300K -$26K -388 -9%
HSWM
939
Hubbell Strickland Wealth Management
Louisiana
$298K +$134 +2 +0%
PM
940
Penbrook Management
New York
$295K
ACP
941
Aviance Capital Partners
Florida
$294K
HIM
942
Hanlon Investment Management
New Jersey
$293K -$603 -9 -0.2%
PTC
943
Philadelphia Trust Company
Pennsylvania
$291K
PAG
944
Powers Advisory Group
Illinois
$291K +$603 +9 +0.2%
TNA
945
True North Advisors
Texas
$289K -$32.5K -486 -11%
GCP
946
Gill Capital Partners
Colorado
$288K
NFGCM
947
Norman Fields Gottscho Capital Management
New York
$288K +$268K +4,000 New
LAI
948
Legal Advantage Investments
California
$288K
PCMC
949
Paragon Capital Management (Colorado)
Colorado
$288K
WPC
950
Wedmont Private Capital
Pennsylvania
$288K +$261K +3,894 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.