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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
BFM
1001
Boothbay Fund Management
New York
$202K +$197K +3,142 New
Verition Fund Management
1002
Verition Fund Management
Connecticut
$201K -$399K -6,374 -67%
AR
1003
Apeiron RIA
Texas
$201K +$193K +3,083 New
WPW
1004
Waldron Private Wealth
Pennsylvania
$201K +$196K +3,123 New
PAM
1005
Private Asset Management
California
$201K +$196K +3,128 New
SS
1006
Simplicity Solutions
Minnesota
$200K +$195K +3,109 New
SPWG
1007
Sage Private Wealth Group
Illinois
$196K +$15.7K +250 +9%
GRP
1008
Global Retirement Partners
California
$186K +$204K +3,258 New
DE
1009
Day & Ennis
Georgia
$181K +$176K +2,804 New
LS
1010
Leelyn Smith
Illinois
$178K +$188 +3 +0.1%
SLWA
1011
San Luis Wealth Advisors
California
$178K +$191K +3,056 New
SWM
1012
Spire Wealth Management
Virginia
$175K -$33.5K -535 -16%
CCA
1013
Column Capital Advisors
Indiana
$160K +$36.9K +589 +31%
SCM
1014
Silvant Capital Management
Georgia
$159K
AF
1015
Allworth Financial
California
$155K +$5.82K +93 +4%
MCM
1016
Manchester Capital Management
Vermont
$152K -$6.26K -100 -4%
FMTCOCP
1017
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$148K
AF
1018
Advisornet Financial
Minnesota
$148K +$17.1K +273 +13%
MHR
1019
Matthew Hamilton Rosenberg
$145K
OC
1020
Oakworth Capital
Alabama
$131K
Lazard Asset Management
1021
Lazard Asset Management
New York
$129K -$3.92M -62,652 -97%
HFS
1022
Hantz Financial Services
Michigan
$129K -$4.95K -79 -4%
BCM
1023
Blume Capital Management
California
$129K
BC
1024
Burleson & Co
California
$129K
MCM
1025
Magnolia Capital Management
New York
$129K

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.