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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
OWA
1176
One Wealth Advisors
California
$48.4K +$45.1K +673 New
MLA
1177
MB, Levis & Associates
Pennsylvania
$47.6K +$44.3K +662 New
BWP
1178
Baldwin Wealth Partners
Massachusetts
$47.5K
BCM
1179
Bourgeon Capital Management
Connecticut
$46.2K +$268 +4 +0.6%
NFSG
1180
Newbridge Financial Services Group
Florida
$43.2K
NF
1181
Norwood Financial
Pennsylvania
$43.2K
KI
1182
Kapitalo Investimentos
Brazil
$43.2K +$40.2K +600 New
HWM
1183
Horizons Wealth Management
North Carolina
$43K
WB
1184
Webster Bank
Connecticut
$43K
AA
1185
Ancora Advisors
Ohio
$43K +$6.7K +100 +20%
PSB
1186
Piscataqua Savings Bank
New Hampshire
$42.9K
SIC
1187
SJS Investment Consulting
Ohio
$41.1K -$35.6K -532 -48%
SSG
1188
Summit Securities Group
New York
$41K -$1.16M -17,329 -97%
QC
1189
Quent Capital
New York
$40.2K +$6.7K +100 +22%
JWA
1190
JFS Wealth Advisors
Pennsylvania
$39.6K +$1.27K +19 +4%
BWM
1191
Baystate Wealth Management
Massachusetts
$39K -$7.23K -108 -17%
CWM
1192
CarsonAllaria Wealth Management
Illinois
$38K +$29.7K +444 +535%
RBC
1193
Romano Brothers & Co
Illinois
$36K +$33.5K +500 New
NMG
1194
New Millennium Group
Utah
$33.4K +$201 +3 +0.7%
HCP
1195
Hexagon Capital Partners
Arkansas
$33.2K -$32.9K -492 -52%
MPWT
1196
MassMutual Private Wealth & Trust
Connecticut
$33K +$469 +7 +2%
M
1197
MOTCO
Texas
$32.9K
APC
1198
Aspire Private Capital
North Carolina
$30.6K
WBC
1199
West Branch Capital
Massachusetts
$30.4K -$14.6K -218 -34%
ADL
1200
Asset Dedication LLC
California
$30K +$803 +12 +3%

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.