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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
RMA
101
Roffman Miller Associates
Pennsylvania
$26.2M -$1.16M -18,453 -4%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$26.1M -$6.46M -103,142 -21%
DnB Asset Management
103
DnB Asset Management
Norway
$26.1M +$5.06M +80,840 +25%
Mitsubishi UFJ Asset Management
104
Mitsubishi UFJ Asset Management
Japan
$25.7M +$896K +14,308 +4%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$25.5M +$524K +8,364 +2%
Chevy Chase Trust
106
Chevy Chase Trust
Maryland
$24.7M -$224K -3,581 -0.9%
UIM
107
USS Investment Management
United Kingdom
$24.5M +$298K +4,761 +1%
BA
108
Bridgewater Associates
Connecticut
$24.2M +$18.3M +292,409 +351%
GT
109
Glenmede Trust
Pennsylvania
$23.8M -$668K -10,676 -3%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$23.4M +$622K +9,935 +3%
SBWIC
111
Schaper Benz & Wise Investment Counsel
Wisconsin
$23.4M -$77.3K -1,235 -0.3%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$23M
CIBC World Market
113
CIBC World Market
Ontario, Canada
$22.8M +$6.87M +109,732 +45%
HighTower Advisors
114
HighTower Advisors
Illinois
$22.5M -$447K -7,143 -2%
IMPI
115
Ilmarinen Mutual Pension Insurance
Finland
$22.3M
WPC
116
Waters Parkerson & Co
Louisiana
$21.9M -$783K -12,499 -4%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.8M -$1.38M -21,991 -6%
HC
118
Henshaw Capital
Massachusetts
$21.7M
Swedbank
119
Swedbank
Sweden
$21.6M +$213K +3,410 +1%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$21.5M +$2.98M +47,653 +17%
DWM
121
Destination Wealth Management
California
$21.2M -$489K -7,807 -2%
Rafferty Asset Management
122
Rafferty Asset Management
New York
$20.9M -$1.29M -20,600 -6%
Korea Investment Corp
123
Korea Investment Corp
South Korea
$20.5M +$4.08M +65,100 +26%
UCFA
124
United Capital Financial Advisors
Texas
$20.5M -$288K -4,598 -1%
PC
125
PhiloSmith Capital
Connecticut
$19M

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.