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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
AIA
1051
AIMZ Investment Advisors
California
$216K +$201K +3,005 New
GJIC
1052
Gamble Jones Investment Counsel
California
$215K
T
1053
TOBAM
France
$215K
CCG
1054
Chatham Capital Group
Georgia
$215K +$200K +2,988 New
JWCA
1055
J.W. Cole Advisors
Florida
$215K +$200K +2,982 New
GSB
1056
Greenfield Savings Bank
Massachusetts
$214K +$199K +2,975 New
TF
1057
Tompkins Financial
New York
$214K
FAFN
1058
First Affirmative Financial Network
Colorado
$213K +$198K +2,957 New
DOA
1059
D'Orazio & Associates
Virginia
$212K +$198K +2,950 New
TFS
1060
Thoroughbred Financial Services
Tennessee
$210K +$196K +2,932 New
IP
1061
Investment Partners
Ohio
$210K -$315K -4,702 -62%
NWM
1062
Northcape Wealth Management
New York
$209K -$136K -2,037 -41%
HTHT
1063
Hemenway Trust Hemenway Trust
New Hampshire
$209K +$194K +2,900 New
B
1064
Bridgeworth
Alabama
$207K +$193K +2,881 New
HVIA
1065
Hudson Valley Investment Advisors
New York
$206K +$191K +2,857 New
CWM
1066
Congress Wealth Management
Massachusetts
$205K +$191K +2,852 New
DMBA
1067
Deseret Mutual Benefit Administrators
Utah
$204K -$170K -2,541 -47%
SWM
1068
Seed Wealth Management
Illinois
$204K +$190K +2,840 New
TW
1069
TrinityPoint Wealth
Connecticut
$204K +$189K +2,830 New
EA
1070
Eudaimonia Advisors
Tennessee
$203K +$189K +2,827 New
KFI
1071
Key Financial Inc
Pennsylvania
$203K
FSC
1072
Full Sail Capital
Oklahoma
$203K +$189K +2,818 New
MFG
1073
Marmo Financial Group
Tennessee
$203K +$189K +2,818 New
WEG
1074
World Equity Group
Illinois
$202K +$188K +2,812 New
VF
1075
Virtu Financial
New York
$202K -$314K -4,684 -63%

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.