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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
LC
1101
Lindbrook Capital
California
$38K +$438 +7 +1%
RA
1102
Rise Advisors
New York
$37K +$15.3K +245 +75%
MUMSS
1103
Mitsubishi UFJ Morgan Stanley Securities
Japan
$37K +$35.7K +570 New
CIAS
1104
CFS Investment Advisory Services
New Jersey
$36K +$141M +2,255,488 +6,291%
PFBT
1105
Parkside Financial Bank & Trust
Missouri
$34K +$1.5K +24 +5%
AA
1106
Ancora Advisors
Ohio
$32K
LWA
1107
Lenox Wealth Advisors
New York
$32K
SC
1108
Solstein Capital
California
$32K
IBOK
1109
Independence Bank of Kentucky
Kentucky
$32K +$15.2K +242 +97%
QC
1110
Quent Capital
New York
$30K -$1.05M -16,724 -97%
JWA
1111
JFS Wealth Advisors
Pennsylvania
$30K +$7.58K +121 +35%
M
1112
MOTCO
Texas
$29K
DHGWA
1113
Dixon Hughes Goodman Wealth Advisors
North Carolina
$29K +$63 +1 +0.2%
APC
1114
Aspire Private Capital
North Carolina
$28K
PCH
1115
Polar Capital Holdings
United Kingdom
$27.5K
ADL
1116
Asset Dedication LLC
California
$27K -$2.5K -40 -9%
AWM
1117
Atticus Wealth Management
Florida
$26K -$25K -400 -50%
HFA
1118
HC Financial Advisors
California
$26K
JAM
1119
JCIC Asset Management
Ontario, Canada
$26K
RF
1120
Robbins Farley
New Hampshire
$26K
MPWT
1121
MassMutual Private Wealth & Trust
Connecticut
$26K +$13.8K +220 +120%
BWA
1122
BDO Wealth Advisors
Florida
$24K +$63 +1 +0.3%
TFO
1123
Tarbox Family Office
California
$22K -$17.2K -275 -45%
PFGIA
1124
Patriot Financial Group Insurance Agency
Massachusetts
$22K -$6.32K -101 -23%
FPB
1125
First PREMIER Bank
South Dakota
$22K

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.