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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
CB
1226
Community Bank
New York
$19.6K -$88.7K -1,325 -83%
ST
1227
Sageworth Trust
Pennsylvania
$19K
CWC
1228
Carolinas Wealth Consulting
North Carolina
$18.3K
HCM
1229
Highlander Capital Management
New Jersey
$18K
SC
1230
Stephens Consulting
Michigan
$18K
WPA
1231
West Paces Advisors
Georgia
$17.6K
BCMLT
1232
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.3K +$12.5K +186 +454%
LFA
1233
Legend Financial Advisors
Pennsylvania
$16.3K
HWA
1234
HHM Wealth Advisors
Tennessee
$16.1K
SA
1235
SRH Advisors
Kansas
$16K
UCB
1236
United Community Bank
South Carolina
$15.8K
TFP
1237
Tilia Fiduciary Partners
North Carolina
$14.5K
PP
1238
Pacifica Partners
Canada
$14.5K
MYAM
1239
Meiji Yasuda Asset Management
Japan
$14.3K +$3.59M +53,646 +37%
CPG
1240
Cornerstone Planning Group
New Jersey
$13.6K +$12.8K +191 New
SC
1241
Schubert & Co
Texas
$13.5K +$1.61K +24 +15%
TWM
1242
Tradition Wealth Management
Minnesota
$13K +$1.14K +17 +10%
PPC
1243
Park Place Capital
Alabama
$13K +$11.9K +178 New
AP
1244
Atwood & Palmer
Missouri
$12.6K
TIM
1245
Tortoise Investment Management
New York
$12.6K
MFA
1246
McClarren Financial Advisors
Pennsylvania
$12K +$67 +1 +0.6%
NIC
1247
Northwest Investment Counselors
Oregon
$11.5K
TCWA
1248
Ten Capital Wealth Advisors
Washington
$11.4K
HWMA
1249
Heritage Wealth Management (Arizona)
Arizona
$11.4K +$9.37K +140 +778%
OAJ
1250
Ogorek Anthony Joseph
New York
$11K

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.