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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
TWD
1276
True Wealth Design
Ohio
$3.72K +$3.48K +52 New
GWMI
1277
Guardian Wealth Management (Illinois)
Illinois
$3.46K
FA
1278
Fiduciary Alliance
South Carolina
$3.45K +$3.21K +48 New
IAA
1279
Independent Advisor Alliance
North Carolina
$3.25K -$182K -2,717 -6%
TCA
1280
Trifecta Capital Advisors
Illinois
$3.02K +$2.81K +42 New
ANBT
1281
American National Bank & Trust
Texas
$3K
VNA
1282
Valley National Advisers
Pennsylvania
$3K
BBPWM
1283
Blue Bell Private Wealth Management
Pennsylvania
$2.88K
RCM
1284
Raleigh Capital Management
North Carolina
$2.51K
GWSA
1285
Global Wealth Strategies & Associates
Colorado
$2.3K +$2.14K +32 New
SWA
1286
SOA Wealth Advisors
New York
$2.04K -$937 -14 -33%
TFGT
1287
TS Financial Group (TSFG)
Illinois
$2K
BWAM
1288
Boyd Watterson Asset Management
Ohio
$1.94K +$1.81K +27 New
ETC
1289
Exchange Traded Concepts
Oklahoma
$1.73K -$3.35K -50 -68%
FGAM
1290
Financial Gravity Asset Management
Texas
$1.59K +$1.07K +16 +29%
ECM
1291
Everence Capital Management
Indiana
$1.5K -$1.16M -17,350 -45%
HWP
1292
Highline Wealth Partners
California
$1.44K
AIC
1293
Archer Investment Corporation
Indiana
$1.37K
PA
1294
PSI Advisors
Florida
$1.37K
RWPA
1295
Richard W. Paul & Associates
Michigan
$1.37K +$1.27K +19 New
ATC
1296
Adirondack Trust Company
New York
$1.15K
ITIM
1297
Indiana Trust & Investment Management
Indiana
$1.13K -$13.4K -200 -1%
WWM
1298
Wolff Wiese Magana
California
$1.08K
TCM
1299
TD Capital Management
Tennessee
$868
LIM
1300
Longfellow Investment Management
Massachusetts
$791

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.