We are live on ! Find out more

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
SFS
1026
Stiles Financial Services
Minnesota
$233K +$217K +3,243 New
NECFA
1027
New England Capital Financial Advisors
Connecticut
$232K +$219K +3,269 New
ZCM
1028
Ziegler Capital Management
Illinois
$231K +$215K +3,214 New
LIG
1029
Lokken Investment Group
Delaware
$231K +$215K +3,213 New
SPWG
1030
Sage Private Wealth Group
Illinois
$231K +$134 +2 +0.1%
WC
1031
Woodstock Corp
Massachusetts
$230K +$214K +3,200 New
ACM
1032
Advisors Capital Management
New Jersey
$230K +$214K +3,195 New
BST
1033
Bath Savings Trust
Maine
$230K +$214K +3,195 New
EWP
1034
Engrave Wealth Partners
Texas
$228K +$213K +3,177 New
CFG
1035
Carr Financial Group
Massachusetts
$228K +$212K +3,166 New
LC
1036
LCNB Corp
Ohio
$227K +$211K +3,151 New
PA
1037
Procyon Advisors
Connecticut
$226K +$210K +3,141 New
PAM
1038
Private Asset Management
California
$225K +$209K +3,128 New
CC
1039
Cipher Capital
New York
$225K +$209K +3,126 New
PAM
1040
Pegasus Asset Management
New York
$224K +$209K +3,116 New
RCWM
1041
Royal Capital Wealth Management
Indiana
$224K +$208K +3,109 New
ST
1042
Spinnaker Trust
Maine
$222K -$52.6K -785 -20%
TC
1043
Titleist Capital
Texas
$221K +$206K +3,075 New
PHIC
1044
Pine Haven Investment Counsel
Massachusetts
$221K +$206K +3,070 New
CCP
1045
Carmel Capital Partners
California
$220K +$205K +3,060 New
FNT
1046
First Nebraska Trust
Nebraska
$220K +$205K +3,058 New
GVAG
1047
Great Valley Advisor Group
Delaware
$219K +$203K +3,039 New
CFG
1048
Citizens Financial Group
Rhode Island
$218K +$203K +3,025 New
EWA
1049
EP Wealth Advisors
California
$217K +$202K +3,021 New
CFAM
1050
Center For Asset Management
Florida
$217K +$202K +3,013 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.