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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
BHWM
1076
Beaird Harris Wealth Management
Texas
$57K
FP
1077
Financial Perspectives
Minnesota
$56.4K +$250 +4 +0.5%
HNWAG
1078
High Net Worth Advisory Group
Florida
$56K +$37.7K +602 +219%
Credit Agricole
1079
Credit Agricole
France
$53K
BWS
1080
BCR Wealth Strategies
Alabama
$52K
PCG
1081
Private Capital Group
Connecticut
$51K -$877 -14 -2%
CA
1082
Crewe Advisors
Utah
$49K
FCT
1083
First Community Trust
Iowa
$46K +$3.26K +52 +8%
CLOS
1084
Compagnie Lombard Odier SCmA
Switzerland
$46K +$20.3K +325 +82%
AFS
1085
Annapolis Financial Services
Maryland
$45K
BFC
1086
Bedel Financial Consulting
Indiana
$44K
SGAM
1087
Smith Group Asset Management
Texas
$43K -$2.32K -37 -5%
LF
1088
Lee Financial
Texas
$43K
RIM
1089
Rockbridge Investment Management
New York
$42.1K -$15.7K -250 -28%
BWP
1090
Baldwin Wealth Partners
Massachusetts
$42K
LPP
1091
Life Planning Partners
Florida
$42K
EW
1092
Evoke Wealth
California
$42K +$5.51K +88 +16%
FA
1093
Financial Advantage
Maryland
$41K
BWM
1094
Baystate Wealth Management
Massachusetts
$41K +$188 +3 +0.5%
BCM
1095
Bourgeon Capital Management
Connecticut
$41K +$313 +5 +0.8%
HR
1096
Howe & Rusling
New York
$40K -$313 -5 -0.8%
SWA
1097
SOA Wealth Advisors
New York
$40K
CHA
1098
Carmichael Hill & Associates
Maryland
$40K +$18.8K +300 +94%
NF
1099
Norwood Financial
Pennsylvania
$39K
WB
1100
Webster Bank
Connecticut
$39K

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.