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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
BHWM
1151
Beaird Harris Wealth Management
Texas
$63.9K
ACA
1152
Atlas Capital Advisors
Wyoming
$62.3K -$1.94K -29 -3%
LC
1153
Lindbrook Capital
California
$60.6K -$3.08K -46 -5%
CWP
1154
Concord Wealth Partners
Virginia
$59.3K +$55.2K +824 New
PFA
1155
Pathway Financial Advisers
Indiana
$59K +$55K +821 New
BSB
1156
Bangor Savings Bank
Maine
$59K
TC
1157
Tacita Capital
Ontario, Canada
$59K
LF
1158
Lee Financial
Texas
$59K
Credit Agricole
1159
Credit Agricole
France
$58.9K
AWM
1160
Atticus Wealth Management
Florida
$57.7K
RFA
1161
Register Financial Advisors
Georgia
$57.6K +$53.6K +800 New
CWA
1162
Clearview Wealth Advisors
Oregon
$57.5K -$9.91K -148 -16%
HWA
1163
Heritage Wealth Advisors
Virginia
$57.1K +$53.1K +793 New
HNWAG
1164
High Net Worth Advisory Group
Florida
$56.7K +$67 +1 +0.1%
C
1165
Covestor
United Kingdom
$55K -$51.4K -767 -50%
HT
1166
Headlands Technologies
Illinois
$55K +$51.3K +766 New
MUMSS
1167
Mitsubishi UFJ Morgan Stanley Securities
Japan
$53K +$11.4K +170 +30%
MPCL
1168
My Personal CFO LLC
Washington
$52.8K +$49.1K +734 New
CLOS
1169
Compagnie Lombard Odier SCmA
Switzerland
$52K
FCT
1170
First Community Trust
Iowa
$52K
RFG
1171
RFP Financial Group
Georgia
$51.1K +$47.6K +711 New
GJIA
1172
Glass Jacobson Investment Advisors
Maryland
$50.8K +$47.3K +706 New
EBA
1173
Eagle Bay Advisors
New York
$49.9K -$2.01K -30 -4%
BIA
1174
Bell Investment Advisors
California
$49K +$1.88K +28 +4%
CB
1175
Centennial Bank
Arkansas
$48.9K +$45.5K +680 New

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.