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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
BC
1101
Burleson & Co
California
$144K
FCA
1102
FinTrust Capital Advisors
South Carolina
$143K +$6.09K +91 +5%
AA
1103
Addison Advisors
Vermont
$141K
JWM
1104
Janiczek Wealth Management
Colorado
$140K -$1.67K -25 -1%
CFO
1105
CVA Family Office
Colorado
$137K +$1K +15 +0.8%
HFS
1106
Hantz Financial Services
Michigan
$134K -$4.89K -73 -4%
MCM
1107
MV Capital Management
Maryland
$134K +$4.02K +60 +3%
CAL
1108
Capital Advisors Ltd
Ohio
$132K +$30.5K +456 +25%
SWM
1109
Sugarloaf Wealth Management
Georgia
$132K
WSCM
1110
Wellington Shields Capital Management
New York
$122K
AA
1111
Alta Advisers
United Kingdom
$122K
CTA
1112
Colonial Trust Advisors
South Carolina
$121K +$67 +1 +0.1%
OCM
1113
Osterweis Capital Management
California
$117K
CM
1114
Capula Management
Cayman Islands
$117K +$108K +1,620 New
OC
1115
Oakmont Corp
California
$115K
LS
1116
Livforsakringsbolaget Skandia
Sweden
$114K -$15.3K -229 -13%
RA
1117
Rise Advisors
New York
$114K +$603 +9 +0.6%
ST
1118
Smithfield Trust
Pennsylvania
$113K
TWA
1119
TCI Wealth Advisors
Arizona
$110K -$6.43K -96 -6%
SCA
1120
Stonebridge Capital Advisors
Minnesota
$107K +$11.1K +166 +13%
LS
1121
Leelyn Smith
Illinois
$106K +$201 +3 +0.2%
SBL
1122
Sargent Bickham Lagudis
Colorado
$104K +$469 +7 +0.5%
AS
1123
Altshuler Shaham
Israel
$103K +$96.1K +1,435 New
VWM
1124
Valley Wealth Managers
New Jersey
$98.9K -$7.16K -107 -7%
BC
1125
Barrett & Company
Rhode Island
$95.1K

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.