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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
IAA
976
Ironsides Asset Advisors
North Carolina
$269K
CCM
977
Carlson Capital Management
Minnesota
$267K +$4.95K +74 +2%
MIM
978
Moseley Investment Management
Florida
$266K -$6.36K -95 -3%
BWM
979
Baron Wealth Management
Michigan
$266K +$248K +3,702 New
CPO
980
Cerity Partners OCIO
New York
$266K -$50.7K -757 -17%
AFC
981
AFT Forsyth & Company
Florida
$264K
FMB
982
Field & Main Bank
Kentucky
$264K -$5.02K -75 -2%
AWM
983
Apollon Wealth Management
South Carolina
$264K -$47.5K -710 -16%
ZIG
984
Zullo Investment Group
Pennsylvania
$263K
SC
985
Schoolcraft Capital
Colorado
$263K
APW
986
Acima Private Wealth
Virginia
$262K
CCWM
987
Cassaday & Co Wealth Management
Virginia
$260K +$242K +3,616 New
EIP
988
Ellis Investment Partners
Pennsylvania
$260K +$402 +6 +0.2%
BFIM
989
Beese Fulmer Investment Management
Ohio
$260K +$242K +3,612 New
CI
990
CX Institutional
Indiana
$259K +$241K +3,604 New
AFA
991
American Financial Advisors
Georgia
$257K +$67 +1 +0%
WPW
992
Waldron Private Wealth
Pennsylvania
$257K
SC
993
Sepio Capital
Utah
$256K +$238K +3,560 New
ASBI
994
American State Bank (Iowa)
Iowa
$255K
TA
995
Tiedemann Advisors
New York
$252K +$235K +3,504 New
Fisher Asset Management
996
Fisher Asset Management
Washington
$252K -$422K -6,310 -64%
BPWM
997
Badgley Phelps Wealth Managers
Washington
$250K +$232K +3,472 New
ERIC
998
Eagle Rock Investment Company
Georgia
$249K -$9.24K -138 -4%
EFS
999
Essex Financial Services
Connecticut
$249K +$233K +3,473 New
NP
1000
NorthRock Partners
Minnesota
$248K +$231K +3,450 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.