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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
PCM
1251
Perritt Capital Management
Illinois
$10.9K +$10.2K +152 New
CAS
1252
Coppell Advisory Solutions
Texas
$10.9K +$10.2K +152 New
CASC
1253
Coppell Advisory Solutions Corp
Texas
$10.9K +$10.2K +152 New
BCMIO
1254
Beacon Capital Management Inc (Ohio)
Ohio
$10.8K
FMP
1255
Financial Management Professionals
Texas
$10K
KFP
1256
KB Financial Partners
New Jersey
$10K
Fuller & Thaler Asset Management
1257
Fuller & Thaler Asset Management
California
$10K +$9.37K +140 New
EWA
1258
EverSource Wealth Advisors
Alabama
$7.67K +$67 +1 +0.9%
SIC
1259
Salem Investment Counselors
North Carolina
$7.41K
AWM
1260
Accel Wealth Management
Iowa
$7.23K +$67 +1 +1%
NC
1261
NewSquare Capital
Pennsylvania
$7.19K -$1.67K -25 -20%
IBOK
1262
Independence Bank of Kentucky
Kentucky
$7K -$16.1K -240 -71%
PI
1263
PineBridge Investments
New York
$6.91K -$5.12M -76,498 -100%
PWMG
1264
Prestige Wealth Management Group
New Jersey
$6.69K
CSWM
1265
Cassady Schiller Wealth Management
Ohio
$6.62K +$6.16K +92 New
LOIP
1266
Live Oak Investment Partners
Texas
$6.33K
FFL
1267
Financial Freedom LLC
Ohio
$5.75K +$5.36K +80 New
VCM
1268
Versant Capital Management
Arizona
$5.32K
TSWM
1269
Tyler-Stone Wealth Management
Ohio
$5K
WAS
1270
Winch Advisory Services
Wisconsin
$5K
IHWM
1271
Iron Horse Wealth Management
Iowa
$5K +$5.02K +75 New
DI
1272
Disciplined Investments
Oklahoma
$4.89K
HCM
1273
Hollencrest Capital Management
California
$4.68K +$4.35K +65 New
TCM
1274
Tradewinds Capital Management
Washington
$4.6K +$4.29K +64 New
LSA
1275
Leonteq Securities AG
Switzerland
$4.53K -$469 -7 -10%

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.