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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
MFC
1026
Mechanics Financial Corp
Ohio
$129K
ACM
1027
Aquatic Capital Management
Illinois
$129K +$125K +2,000 New
PSB
1028
Piscataqua Savings Bank
New Hampshire
$128K
JWM
1029
Janiczek Wealth Management
Colorado
$127K -$9.39K -150 -7%
COCM
1030
Charter Oak Capital Management
New Hampshire
$126K +$1.94K +31 +2%
AA
1031
Addison Advisors
Vermont
$126K +$41.7K +666 +51%
PMFA
1032
Plante Moran Financial Advisors
Michigan
$123K -$9.96K -159 -8%
HDIM
1033
Hanson & Doremus Investment Management
Vermont
$121K
DCM
1034
Dupont Capital Management
Delaware
$119K -$79.3K -1,267 -41%
CF
1035
Centaurus Financial
California
$119K
SWM
1036
Sugarloaf Wealth Management
Georgia
$118K +$16.5K +264 +17%
T
1037
TOBAM
France
$113K
SIS
1038
Sound Income Strategies
Florida
$113K +$63 +1 +0.1%
MCM
1039
MV Capital Management
Maryland
$112K +$1.31K +21 +1%
OC
1040
Oakmont Corp
California
$112K +$109K +1,740 New
FCA
1041
FinTrust Capital Advisors
South Carolina
$111K
CAL
1042
Capital Advisors Ltd
Ohio
$110K +$125 +2 +0.1%
AIC
1043
Archer Investment Corporation
Indiana
$109K
WSCM
1044
Wellington Shields Capital Management
New York
$109K +$106K +1,700 New
AWM
1045
Avior Wealth Management
Nebraska
$107K +$501 +8 +0.5%
ST
1046
Smithfield Trust
Pennsylvania
$101K
SIAP
1047
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$97K
C
1048
Covestor
United Kingdom
$95K -$6.57K -105 -7%
CFO
1049
CVA Family Office
Colorado
$92K
CWA
1050
Clearview Wealth Advisors
Oregon
$92K +$250 +4 +0.3%

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.