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1,205 hedge funds and large institutions have $27.7B invested in Aflac in 2022 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 418 increasing their positions, 421 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 59

73% more funds holding in top 10

Funds holding in top 10: 1119 (+8)

10% more capital invested

Capital invested by funds: $25.3B → $27.7B (+$2.47B)

5% more funds holding

Funds holding: 1,1471,205 (+58)

1.25% more ownership

Funds ownership: 65.65%66.9% (+1.2%)

7% more call options, than puts

Call options by funds: $235M | Put options by funds: $219M

1% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 421

Holders
1,205
Holders Change
+58
Holders Change %
+5.06%
% of All Funds
19.01%
Holding in Top 10
19
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+72.73%
% of All Funds
0.3%
New
133
Increased
418
Reduced
421
Closed
59
Calls
$235M
Puts
$219M
Net Calls
+$15.7M
Net Calls Change
+$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.51B -$51M -815,381 -1%
JPH
2
Japan Post Holdings
Japan
$3.37B
BlackRock
3
BlackRock
New York
$2.94B +$6.44M +102,919 +0.2%
State Street
4
State Street
Massachusetts
$2.13B -$31.3M -499,588 -1%
Wells Fargo
5
Wells Fargo
California
$1.04B +$53.5M +853,788 +6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$913M -$102M -1,624,114 -10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$802M +$19.1M +305,419 +3%
Northern Trust
8
Northern Trust
Illinois
$514M -$5.04M -80,527 -1%
LSV Asset Management
9
LSV Asset Management
Illinois
$413M -$7.61M -121,611 -2%
AllianceBernstein
10
AllianceBernstein
Tennessee
$394M +$124M +1,972,764 +48%
American Century Companies
11
American Century Companies
Missouri
$380M -$153M -2,436,389 -29%
Legal & General Group
12
Legal & General Group
United Kingdom
$358M +$8.31M +132,678 +2%
MIHAS
13
Maj Invest Holding A/S
Denmark
$326M +$50.1M +799,609 +19%
Invesco
14
Invesco
Georgia
$318M +$119M +1,897,212 +62%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$310M -$4.44M -70,873 -1%
First Trust Advisors
16
First Trust Advisors
Illinois
$308M +$7.98M +127,487 +3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$304M -$11M -175,757 -4%
Morgan Stanley
18
Morgan Stanley
New York
$259M -$8.22M -131,360 -3%
Norges Bank
19
Norges Bank
Norway
$238M -$59.9M -957,518 -21%
Bank of America
20
Bank of America
North Carolina
$225M -$30.1M -481,398 -12%
Boston Partners
21
Boston Partners
Massachusetts
$223M -$30.1M -481,025 -12%
Charles Schwab
22
Charles Schwab
California
$212M +$4.55M +72,705 +2%
UBS AM
23
UBS AM
Illinois
$210M +$2.42M +38,657 +1%
PPA
24
Parametric Portfolio Associates
Washington
$183M +$4.7M +75,087 +3%
Bank Julius Baer & Co
25
Bank Julius Baer & Co
Switzerland
$177M +$10.2M +162,517 +6%

AFL Hedge Fund Activity: Q1 2022 in Review

1,205 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q1 2022, worth a combined $27.7B — up 9.7% from $25.3B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new AFL positions and 59 closed out — a net gain of 74 holders — while 418 added to existing stakes and 421 trimmed.

The largest buyer was Capital Wealth Planning, opening a new position worth an estimated $154M. The largest seller was American Century Companies, cutting an estimated $153M.

  • 1,205 institutional investors held Aflac (AFL) as of Q1 2022, up from 1,147 in Q4 2021.
  • Funds reported $27.7B of Aflac stock for Q1 2022, up 9.7% quarter-over-quarter.
  • 133 funds opened new Aflac positions in Q1 2022 and 59 closed out, a net change of +74 holders.
  • The largest Aflac buyer in Q1 2022 was Capital Wealth Planning, an estimated $154M added.
  • The largest Aflac seller in Q1 2022 was American Century Companies, an estimated $153M sold.

Based on aggregated 13F filings for Q1 2022.