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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
JG
951
Jefferies Group
New York
$240K +$233K +3,727 New
OFS
952
OneAscent Financial Services
Alabama
$239K -$13.1K -209 -5%
M
953
Mirova
France
$237K -$13.5K -215 -6%
AFC
954
AFT Forsyth & Company
Florida
$237K
Fisher Asset Management
955
Fisher Asset Management
Washington
$236K +$229K +3,664 New
SC
956
Schoolcraft Capital
Colorado
$236K +$229K +3,660 New
ARC
957
Advisor Resource Council
Texas
$234K -$73.5K -1,174 -24%
APW
958
Acima Private Wealth
Virginia
$234K
ERIC
959
Eagle Rock Investment Company
Georgia
$232K
KFI
960
Key Financial Inc
Pennsylvania
$232K +$125 +2 +0.1%
DAS
961
Dynamic Advisor Solutions
Arizona
$232K +$225K +3,596 New
EIP
962
Ellis Investment Partners
Pennsylvania
$231K +$376 +6 +0.2%
NAS
963
Nicolet Advisory Services
Wisconsin
$231K +$689 +11 +0.3%
MA
964
Mutual Advisors
Nebraska
$229K -$8.64K -138 -4%
AFA
965
American Financial Advisors
Georgia
$229K +$376 +6 +0.2%
CAL
966
Capital Analysts LLC
Pennsylvania
$228K -$18.8K -300 -8%
BMM
967
Buffington Mohr McNeal
Idaho
$228K +$222K +3,545 New
IWN
968
Independent Wealth Network
Iowa
$227K -$438 -7 -0.2%
MW
969
Marcum Wealth
Ohio
$224K +$217K +3,474 New
CCM
970
Carlson Capital Management
Minnesota
$223K +$1.19K +19 +0.6%
MIM
971
MTM Investment Management
South Carolina
$222K +$376 +6 +0.2%
MIC
972
Means Investment Company
Maine
$222K +$215K +3,441 New
DHFB
973
Dixon Hubard Feinour & Brown
Virginia
$221K
RL
974
Ruffer LLP
United Kingdom
$221K
WW
975
Waterfront Wealth
Kansas
$221K +$212K +3,380 New

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.