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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
FPFS
1201
First Personal Financial Services
North Carolina
$1K +$1.06K +17 +425%
GWMIA
1202
Global Wealth Management Investment Advisory
Florida
$1K +$1.44K +23 New
MGIM
1203
M&G Investment Management
United Kingdom
$316 -$318K -5,087 -51%
ONST
1204
Old North State Trust
North Carolina
$220 -$214K -3,412 -100%
FGAM
1205
Financial Gravity Asset Management
Texas
$13 +$5.2K +83 +72%
PCM
1206
Prana Capital Management
Connecticut
-$28.3M -484,449 Closed
Capstone Investment Advisors
1207
Capstone Investment Advisors
New York
-$29.7M -475,000 Closed
ST
1208
Sabal Trust
Florida
-$27.1M -464,064 Closed
CCM
1209
CAAS Capital Management
New York
-$20.2M -346,353 Closed
SI
1210
Scout Investments
Missouri
-$18.4M -314,675 Closed
PI
1211
Putnam Investments
Massachusetts
-$11.5M -197,039 Closed
CA
1212
Capitolis Advisors
New York
-$11M -188,108 Closed
Voloridge Investment Management
1213
Voloridge Investment Management
Florida
-$5.36M -91,739 Closed
Holocene Advisors
1214
Holocene Advisors
New York
-$4.03M -69,031 Closed
WI
1215
WBI Investments
New Jersey
-$2.59M -46,713 Closed
PCM
1216
Pinz Capital Management
New York
-$2.63M -45,000 Closed
CP
1217
Castleview Partners
Texas
-$702 -41,030 Closed
TAIM
1218
Te Ahumairangi Investment Management
New Zealand
-$2.38M -40,789 Closed
Fidelity International
1219
Fidelity International
Bermuda
-$2M -34,310 Closed
OQS
1220
Occudo Quantitative Strategies
Florida
-$1.98M -33,932 Closed
AIM
1221
Aigen Investment Management
New York
-$1.78M -32,399 Closed
SFS
1222
Sowell Financial Services
Arkansas
-$936K -16,037 Closed
YIH
1223
Y-Intercept (HK)
Hong Kong
-$836K -14,322 Closed
FFN
1224
Focus Financial Network
Minnesota
-$814K -13,933 Closed
QIM
1225
Quantitative Investment Management
Virginia
-$789K -13,514 Closed

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.