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972 hedge funds and large institutions have $17.1B invested in Aflac in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 288 increasing their positions, 466 reducing their positions, and 194 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $195M | Put options by funds: $91.9M

0.43% more ownership

Funds ownership: 68.73%69.15% (+0.43%)

12% less funds holding

Funds holding: 1,110972 (-138)

36% less capital invested

Capital invested by funds: $26.6B → $17.1B (-$9.5B)

38% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 466

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

63% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 194

Holders
972
Holders Change
-138
Holders Change %
-12.43%
% of All Funds
21.42%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.22%
New
72
Increased
288
Reduced
466
Closed
194
Calls
$195M
Puts
$91.9M
Net Calls
+$103M
Net Calls Change
-$7.87M
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
226
Cornercap Investment Counsel
Georgia
$3.87M -$105K -2,291 -2%
MLICM
227
Metropolitan Life Insurance Company (MetLife)
New York
$3.8M -$19.4K -425 -0.4%
CAM
228
Cubic Asset Management
Massachusetts
$3.79M -$216K -4,729 -4%
NSAM
229
North Star Asset Management
Wisconsin
$3.7M -$650K -14,227 -12%
Jane Street
230
Jane Street
New York
$3.68M +$117K +2,559 +2%
SCM
231
Shelton Capital Management
Colorado
$3.67M +$4.67M +102,100 +1,953%
ECM
232
Estabrook Capital Management
New York
$3.64M -$7.63K -167 -0.2%
LIM
233
Leavell Investment Management
Alabama
$3.64M -$162K -3,548 -3%
AB
234
Amalgamated Bank
New York
$3.64M -$186K -4,070 -4%
CGH
235
Crossmark Global Holdings
Texas
$3.62M -$381K -8,334 -7%
MSA
236
Mason Street Advisors
Wisconsin
$3.59M
EP
237
Edgestream Partners
New Jersey
$3.56M +$3.29M +71,883 +224%
CS
238
Candriam SCA
Luxembourg
$3.52M +$2.92K +64 +0.1%
AIM
239
Aigen Investment Management
New York
$3.46M +$4.62M +101,095 New
MIM
240
Marco Investment Management
Georgia
$3.46M -$86.8K -1,900 -2%
MOACM
241
Mutual of America Capital Management
New York
$3.43M +$22.3K +488 +0.5%
SG Americas Securities
242
SG Americas Securities
New York
$3.42M +$3.55M +77,581 +348%
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$3.33M
CC
244
Cannell & Co
New York
$3.33M -$18.1K -395 -0.4%
HIMCH
245
Hartford Investment Management Co (HIMCO)
Connecticut
$3.31M +$43.4K +950 +1%
JWM
246
JGP Wealth Management
Oregon
$3.3M +$227K +4,959 +6%
HIC
247
Hartline Investment Corp
Illinois
$3.26M
Mirae Asset Global Investments
248
Mirae Asset Global Investments
South Korea
$3.22M +$962K +21,043 +29%
UH
249
Unigestion Holding
Switzerland
$3.17M +$4.23M +92,532 New
SCI
250
S&CO Inc
Massachusetts
$3.15M -$4.57K -100 -0.1%

AFL Hedge Fund Activity: Q1 2020 in Review

972 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q1 2020, worth a combined $17.1B — down 36% from $26.6B a quarter earlier.

Sellers outnumbered buyers: 194 funds closed out of AFL and 72 opened new positions — a net loss of 122 holders — while 466 trimmed existing stakes and 288 added.

The largest buyer was Victory Capital Management, adding an estimated $399M. The largest seller was Fidelity Investments, cutting an estimated $179M.

  • 972 institutional investors held Aflac (AFL) as of Q1 2020, down from 1,110 in Q4 2019.
  • Funds reported $17.1B of Aflac stock for Q1 2020, down 36% quarter-over-quarter.
  • 72 funds opened new Aflac positions in Q1 2020 and 194 closed out, a net change of -122 holders.
  • The largest Aflac buyer in Q1 2020 was Victory Capital Management, an estimated $399M added.
  • The largest Aflac seller in Q1 2020 was Fidelity Investments, an estimated $179M sold.

Based on aggregated 13F filings for Q1 2020.