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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
VAM
1326
Verity Asset Management
North Carolina
-$696K -12,390 Closed
MFS
1327
Mirabella Financial Services
United Kingdom
-$632K -11,165 Closed
PHK
1328
Point72 Hong Kong
Hong Kong
-$614K -10,921 Closed
MA
1329
MUFG Americas
New York
-$588K -10,456 Closed
EGM
1330
Engineers Gate Manager
New York
-$555K -9,875 Closed
ACM
1331
AlphaCrest Capital Management
New York
-$534K -9,503 Closed
ECM
1332
Element Capital Management
New York
-$485K -8,625 Closed
ME
1333
McIlrath & Eck
Washington
-$476K -8,476 Closed
CSA
1334
Cottage Street Advisors
Massachusetts
-$461K -8,205 Closed
WFA
1335
West Financial Advisors
Iowa
-$432K -7,691 Closed
ESCM
1336
Echo Street Capital Management
New York
-$397K -7,063 Closed
CIM
1337
Chiron Investment Management
New York
-$390K -6,948 Closed
BA
1338
Bellwether Advisors
Nebraska
-$379K -6,750 Closed
RP
1339
Riverwater Partners
Wisconsin
-$373K -6,635 Closed
PP
1340
Paloma Partners
Connecticut
-$403K -6,021 Closed
TL
1341
Tradewinds LLC
North Carolina
-$304K -5,411 Closed
PCMF
1342
Private Capital Management (Florida)
Florida
-$264K -4,700 Closed
Nomura Holdings
1343
Nomura Holdings
Japan
-$252K -4,487 Closed
DU
1344
Delphia (USA)
Ontario, Canada
-$246K -4,379 Closed
CC
1345
Corton Capital
Ontario, Canada
-$242K -4,298 Closed
CCMD
1346
Cypress Capital Management (Delaware)
Delaware
-$240K -4,262 Closed
EAM
1347
Evanson Asset Management
California
-$223K -3,966 Closed
FMWA
1348
Forvis Mazars Wealth Advisors
Missouri
-$207K -3,694 Closed
AWM
1349
Axxcess Wealth Management
California
-$206K -3,667 Closed
CG
1350
Cutler Group
California
-$174K -2,600 Closed

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.