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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
HDIM
1126
Hanson & Doremus Investment Management
Vermont
$95K -$37.7K -563 -30%
OSNBOA
1127
Old Second National Bank of Aurora
Illinois
$94.2K -$4.69K -70 -5%
GIA
1128
Goodwin Investment Advisory
Georgia
$93.4K
CFGS
1129
Concourse Financial Group Securities
Alabama
$91.5K +$85.2K +1,272 New
AWM
1130
Avior Wealth Management
Nebraska
$90.9K +$47.7K +712 +129%
CA
1131
Crewe Advisors
Utah
$90.4K +$402 +6 +0.5%
CFG
1132
CKW Financial Group
Hawaii
$87K
EL
1133
EMFO LLC
Florida
$86.3K
FNBOSM
1134
First National Bank of South Miami
Florida
$86K
RTC
1135
Riverview Trust Company
Washington
$84K +$16.4K +245 +27%
ZB
1136
Zions Bancorporation
Utah
$83.5K +$2.14K +32 +3%
DJSG
1137
D.J. St. Germain
Massachusetts
$80.9K +$73.6K +1,100 +4%
KA
1138
Kozak & Associates
Colorado
$80K
CFFP
1139
Center for Financial Planning
Michigan
$79.1K
MA
1140
MCF Advisors
Kentucky
$75.6K +$402 +6 +0.6%
PGAM
1141
Princeton Global Asset Management
New Jersey
$74K
BC
1142
Bartlett & Co
Ohio
$73K
TSW
1143
Thompson Siegel & Walmsley
Virginia
$73K
BCWM
1144
Bartlett & Co Wealth Management
Ohio
$72.9K
EWM
1145
Endurance Wealth Management
Rhode Island
$72K
MAM
1146
Marquette Asset Management
Minnesota
$71.9K
GWS
1147
Glassman Wealth Services
Virginia
$70.3K +$2.48K +37 +4%
PFBT
1148
Parkside Financial Bank & Trust
Missouri
$67.1K +$5.22K +78 +9%
Loomis, Sayles & Company
1149
Loomis, Sayles & Company
Massachusetts
$65K -$7.03K -105 -10%
FP
1150
Financial Perspectives
Minnesota
$64K +$268 +4 +0.5%

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.