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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
WTB
1001
Washington Trust Bank
Washington
$248K +$231K +3,457 New
BMM
1002
Buffington Mohr McNeal
Idaho
$248K +$231K +3,445 New
RL
1003
Ruffer LLP
United Kingdom
$247K
WW
1004
Waterfront Wealth
Kansas
$246K
GIM
1005
Goelzer Investment Management
Indiana
$246K +$229K +3,424 New
GRP
1006
Global Retirement Partners
California
$246K +$7.03K +105 +3%
ONST
1007
Old North State Trust
North Carolina
$246K
CAL
1008
Capital Analysts LLC
Pennsylvania
$245K -$5.96K -89 -3%
FNFDCM
1009
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$245K +$228K +3,400 New
BFA
1010
Beaumont Financial Advisors
Massachusetts
$244K -$122K -1,820 -35%
EWM
1011
Executive Wealth Management
Michigan
$244K +$227K +3,389 New
IGWM
1012
ICA Group Wealth Management
Colorado
$243K -$56.8K -849 -20%
MOS
1013
MGO One Seven
Ohio
$242K -$19.2K -287 -8%
MIC
1014
Means Investment Company
Maine
$241K -$24.8K -371 -10%
CAMG
1015
CWA Asset Management Group
Florida
$241K +$224K +3,351 New
AW
1016
Apricus Wealth
South Carolina
$239K +$223K +3,327 New
CIC
1017
Carnegie Investment Counsel
Ohio
$239K +$222K +3,321 New
CWP
1018
Core Wealth Partners
California
$239K +$67K +1,000 New
CF
1019
Copperwynd Financial
Arizona
$238K +$222K +3,313 New
DA
1020
Dillon & Associates
Michigan
$238K +$221K +3,300 New
PT
1021
Plimoth Trust
Massachusetts
$237K +$220K +3,287 New
LBA
1022
Lowell Blake & Associates
Massachusetts
$236K +$219K +3,274 New
TWM
1023
TriaGen Wealth Management
California
$235K +$218K +3,260 New
IAIM
1024
Industrial Alliance Investment Management
Quebec, Canada
$234K -$24.7K -369 -10%
MGIA
1025
Moneta Group Investment Advisors
Missouri
$233K +$213K +3,174 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.