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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.95B -$15.9M -238,233 -0.4%
JPH
2
Japan Post Holdings
Japan
$3.76B
BlackRock
3
BlackRock
New York
$3.04B +$68.6M +1,023,963 +2%
State Street
4
State Street
Massachusetts
$2.13B -$62.5M -934,037 -3%
Wells Fargo
5
Wells Fargo
California
$1.18B -$717K -10,702 -0.1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$846M -$11.5M -171,044 -1%
Morgan Stanley
7
Morgan Stanley
New York
$634M +$110M +1,640,984 +23%
Northern Trust
8
Northern Trust
Illinois
$533M -$11.2M -167,013 -2%
LSV Asset Management
9
LSV Asset Management
Illinois
$405M -$34M -507,517 -8%
AllianceBernstein
10
AllianceBernstein
Tennessee
$403M -$22.1M -329,374 -6%
AWA
11
Arete Wealth Advisors
Illinois
$360M +$335K +5,009 New
Legal & General Group
12
Legal & General Group
United Kingdom
$359M -$18.6M -277,175 -5%
Invesco
13
Invesco
Georgia
$347M -$47.5M -709,187 -13%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$338M -$75.8M -1,132,531 -19%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$337M -$10.2M -151,969 -3%
Bank of America
16
Bank of America
North Carolina
$285M +$12.5M +186,548 +5%
First Trust Advisors
17
First Trust Advisors
Illinois
$274M -$29.3M -437,367 -10%
Boston Partners
18
Boston Partners
Massachusetts
$241M -$4.67M -69,788 -2%
Charles Schwab
19
Charles Schwab
California
$235M -$271K -4,046 -0.1%
UBS AM
20
UBS AM
Illinois
$231M +$11.8M +175,807 +6%
American Century Companies
21
American Century Companies
Missouri
$203M -$139M -2,068,952 -42%
ProShare Advisors
22
ProShare Advisors
Maryland
$197M -$15.7M -233,990 -8%
Bank Julius Baer & Co
23
Bank Julius Baer & Co
Switzerland
$194M -$1.38M -20,650 -0.8%
Goldman Sachs
24
Goldman Sachs
New York
$180M -$16.2M -242,194 -9%
Swiss National Bank
25
Swiss National Bank
Switzerland
$176M -$14.2M -212,562 -8%

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.