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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
JAM
1201
JCIC Asset Management
Ontario, Canada
$29K +$26.8K +400 New
RF
1202
Robbins Farley
New Hampshire
$28.8K
AP
1203
Arlington Partners
Alabama
$28.8K +$26.8K +400 New
MFT
1204
Moisand Fitzgerald Tamayo
Florida
$27.4K +$5.62K +84 +28%
BWA
1205
BDO Wealth Advisors
Florida
$26.7K +$67 +1 +0.3%
SIM
1206
Studio Investment Management
Illinois
$26.7K +$24.8K +371 New
MWM
1207
MinichMacGregor Wealth Management
New York
$26.6K +$24.8K +370 New
HI
1208
Harbour Investments
Wisconsin
$26.4K -$3.41K -51 -12%
GBT
1209
Grove Bank & Trust
Florida
$26K +$24.3K +363 New
JFGIW
1210
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.3K +$23.5K +351 New
AFS
1211
Annapolis Financial Services
Maryland
$25.2K
SVCP
1212
Silicon Valley Capital Partners
California
$25.1K +$23.4K +349 New
CBT
1213
CoreFirst Bank & Trust
Kansas
$25K +$23.3K +348 New
FPB
1214
First PREMIER Bank
South Dakota
$24K
IWP
1215
IAG Wealth Partners
Wisconsin
$23.9K +$19.9K +297 +849%
SC
1216
Sierra Capital
Florida
$23K
CHA
1217
Carmichael Hill & Associates
Maryland
$22.9K
AAG
1218
Armstrong Advisory Group
Massachusetts
$22.6K +$21K +314 New
MFG
1219
Mendota Financial Group
Wisconsin
$22K +$20.5K +306 New
FRA
1220
Front Row Advisors
California
$22K
BWL
1221
Bogart Wealth LLC
Virginia
$20.9K
AWM
1222
Accurate Wealth Management
Florida
$20.8K +$19.3K +289 New
MAWCM
1223
Mine & Arao Wealth Creation & Management
California
$20.2K
GFWA
1224
Grey Fox Wealth Advisors
Delaware
$19.8K +$18.4K +275 New
CTB
1225
Country Trust Bank
Illinois
$19.6K

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.