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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
NL
1176
NVWM LLC
Pennsylvania
$6K +$6.01K +96 New
EWA
1177
EverSource Wealth Advisors
Alabama
$5K
VCM
1178
Versant Capital Management
Arizona
$5K
WAS
1179
Winch Advisory Services
Wisconsin
$5K +$63 +1 +1%
CWM
1180
CarsonAllaria Wealth Management
Illinois
$5K +$125 +2 +2%
IHWM
1181
Iron Horse Wealth Management
Iowa
$5K +$4.7K +75 New
SC
1182
Schubert & Co
Texas
$4K +$877 +14 +31%
TSWM
1183
Tyler-Stone Wealth Management
Ohio
$4K +$3.32K +53 +353%
LSA
1184
Leonteq Securities AG
Switzerland
$3.15K -$52.7K -842 -95%
CWC
1185
Carolinas Wealth Consulting
North Carolina
$3K -$18.2K -291 -87%
BBPWM
1186
Blue Bell Private Wealth Management
Pennsylvania
$3K
SWM
1187
Selective Wealth Management
Virginia
$3K
VNA
1188
Valley National Advisers
Pennsylvania
$3K
GKIM
1189
GW&K Investment Management
Massachusetts
$3K +$2.5K +40 New
DI
1190
Disciplined Investments
Oklahoma
$3K +$3.32K +53 New
HBW
1191
Hazlett, Burt & Watson
West Virginia
$3K +$3.32K +53 New
TCWA
1192
Ten Capital Wealth Advisors
Washington
$2K
TFGT
1193
TS Financial Group (TSFG)
Illinois
$2K
UFF
1194
USA Financial Formulas
Michigan
$2K
NFSG
1195
Newbridge Financial Services Group
Florida
$2K +$1.5K +24 New
RCM
1196
Raleigh Capital Management
North Carolina
$2K +$2.13K +34 New
IWP
1197
IAG Wealth Partners
Wisconsin
$2K +$2.19K +35 New
AWMS
1198
Advocacy Wealth Management Services
Georgia
$1K
PA
1199
PSI Advisors
Florida
$1K
SIC
1200
SJS Investment Consulting
Ohio
$1K +$563 +9 New

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.