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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
FCI
1076
Financial Counselors Inc
Kansas
$202K +$188K +2,807 New
PFM
1077
Patton Fund Management
Texas
$202K +$188K +2,813 New
DE
1078
Day & Ennis
Georgia
$202K +$188K +2,804 New
PRWA
1079
Platte River Wealth Advisors
Colorado
$201K +$187K +2,800 New
WI
1080
WrapManager Inc
California
$201K +$187K +2,789 New
DBT
1081
Dubuque Bank & Trust
Iowa
$201K +$187K +2,794 New
SWM
1082
Spire Wealth Management
Virginia
$199K +$127K +1,891 +217%
HB
1083
Horizon Bancorp
Indiana
$189K +$176K +2,630 New
MHR
1084
Matthew Hamilton Rosenberg
$185K +$6.23K +93 +4%
CCA
1085
Column Capital Advisors
Indiana
$182K +$3.35K +50 +2%
CSPAM
1086
Cary Street Partners Asset Management
Virginia
$182K
SCM
1087
Silvant Capital Management
Georgia
$177K
SIS
1088
Sound Income Strategies
Florida
$176K -$1K -15 -0.6%
FFA
1089
Farther Finance Advisors
California
$169K +$157K +2,347 New
AF
1090
Advisornet Financial
Minnesota
$169K +$11.2K +167 +8%
RFA
1091
Resurgent Financial Advisors
Georgia
$168K +$156K +2,335 New
FMTCOCP
1092
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$158K
SIM
1093
Sentry Investment Management
Wisconsin
$156K -$129K -1,928 -47%
PMFA
1094
Plante Moran Financial Advisors
Michigan
$152K +$201 +3 +0.1%
WOSD
1095
WFA of San Diego
California
$151K +$141K +2,100 New
MSCM
1096
McElhenny Sheffield Capital Management
Texas
$149K +$139K +2,069 New
OC
1097
Oakworth Capital
Alabama
$146K -$937 -14 -0.7%
MCM
1098
Magnolia Capital Management
New York
$144K
MFC
1099
Mechanics Financial Corp
Ohio
$144K
BCM
1100
Blume Capital Management
California
$144K

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.