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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
CGH
176
Crossmark Global Holdings
Texas
$12.8M +$1.56M +23,356 +15%
HPC
177
HM Payson & Co
Maine
$12.6M +$263K +3,935 +2%
Schroder Investment Management Group
178
Schroder Investment Management Group
United Kingdom
$12.6M +$6.28M +93,869 +115%
Adage Capital Partners
179
Adage Capital Partners
Massachusetts
$12.6M +$11.7M +175,474 New
CB
180
Commerce Bank
Missouri
$12.3M -$37K -552 -0.3%
Pacer Advisors
181
Pacer Advisors
Pennsylvania
$12.2M +$11.2M +167,953 +14,330%
LKIM
182
Lawson Kroeker Investment Management
Nebraska
$12.1M -$465K -6,940 -4%
Creative Planning
183
Creative Planning
Kansas
$12M +$357K +5,328 +3%
OPERF
184
Oregon Public Employees Retirement Fund
Oregon
$12M +$4.81M +71,817 +76%
WSFS
185
Wilmington Savings Fund Society
Delaware
$11.9M -$331K -4,947 -3%
CS
186
Candriam SCA
Luxembourg
$11.9M -$1.16M -17,357 -10%
Neuberger Berman Group
187
Neuberger Berman Group
New York
$11.8M -$365K -5,447 -3%
AL
188
Arnhold LLC
New York
$11.8M -$87.4K -1,306 -0.8%
ASRS
189
Arizona State Retirement System
Arizona
$11.8M -$186K -2,775 -2%
NEI
190
Northwest & Ethical Investments
Ontario, Canada
$11.6M -$1.67M -24,911 -13%
AIM
191
Achmea Investment Management
Netherlands
$11.6M +$1.98M +29,583 +21%
AIG
192
American International Group
New York
$11.4M -$3.21M -48,000 -23%
Calamos Advisors
193
Calamos Advisors
Illinois
$11.2M -$1.85M -27,570 -15%
UIM
194
USS Investment Management
United Kingdom
$11.1M -$8.98M -134,200 -46%
GC
195
Guggenheim Capital
Illinois
$11.1M +$321K +4,794 +3%
AB
196
Amalgamated Bank
New York
$11.1M +$52.4K +782 +0.5%
SOMRS
197
State of Michigan Retirement System
Michigan
$11.1M -$121K -1,800 -1%
Mariner
198
Mariner
Kansas
$11.1M +$3.68M +54,900 +56%
VF
199
Vest Financial
Virginia
$11M -$740K -11,056 -7%
Mirae Asset Global Investments
200
Mirae Asset Global Investments
South Korea
$10.9M -$1.72M -25,722 -15%

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.