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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
OSNBOA
1051
Old Second National Bank of Aurora
Illinois
$89K +$7.76K +124 +10%
TF
1052
Tompkins Financial
New York
$88K -$18.3K -293 -18%
SCA
1053
Stonebridge Capital Advisors
Minnesota
$84K +$63 +1 +0.1%
TWA
1054
TCI Wealth Advisors
Arizona
$82K -$250 -4 -0.3%
RTC
1055
Riverview Trust Company
Washington
$79K +$33.6K +536 +77%
CFGS
1056
Concourse Financial Group Securities
Alabama
$78K -$176K -2,808 -70%
CFG
1057
CKW Financial Group
Hawaii
$78K
SBL
1058
Sargent Bickham Lagudis
Colorado
$78K +$501 +8 +0.7%
EL
1059
EMFO LLC
Florida
$77K
FNBOSM
1060
First National Bank of South Miami
Florida
$77K
GWS
1061
Glassman Wealth Services
Virginia
$76K +$32.5K +519 +78%
ZB
1062
Zions Bancorporation
Utah
$73K
CFFP
1063
Center for Financial Planning
Michigan
$71K
KA
1064
Kozak & Associates
Colorado
$67K
PGAM
1065
Princeton Global Asset Management
New Jersey
$66K
TSW
1066
Thompson Siegel & Walmsley
Virginia
$66K
MA
1067
MCF Advisors
Kentucky
$66K +$64.5K +1,031 New
BCWM
1068
Bartlett & Co Wealth Management
Ohio
$65.2K +$63.4K +1,013 New
MAM
1069
Marquette Asset Management
Minnesota
$65K +$626 +10 +1%
PI
1070
PEAK6 Investments
Illinois
$65K +$62.8K +1,003 New
BC
1071
Bartlett & Co
Ohio
$65K +$63.4K +1,013 New
TC
1072
Tacita Capital
Ontario, Canada
$63K
PWMG
1073
Prestige Wealth Management Group
New Jersey
$60K +$1.56K +25 +3%
T
1074
TCWP
Ohio
$60K +$58.9K +941 New
DBG
1075
De Burlo Group
Massachusetts
$58K +$56.3K +900 New

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.