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940 hedge funds and large institutions have $17.3B invested in Aflac in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 286 increasing their positions, 390 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $109M | Put options by funds: $99.7M

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.75% less ownership

Funds ownership: 67.58%66.83% (-0.75%)

1% less capital invested

Capital invested by funds: $17.4B → $17.3B (-$163M)

3% less funds holding

Funds holding: 966940 (-26)

20% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 87

27% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 390

Holders
940
Holders Change
-26
Holders Change %
-2.69%
% of All Funds
18.97%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
70
Increased
286
Reduced
390
Closed
87
Calls
$109M
Puts
$99.7M
Net Calls
+$9.63M
Net Calls Change
-$69.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
226
Auxier Asset Management
Oregon
$4.59M
RFC
227
Regions Financial Corp
Alabama
$4.59M -$613K -16,825 -12%
EP
228
Edgestream Partners
New Jersey
$4.56M -$1.14M -31,332 -20%
Federated Hermes
229
Federated Hermes
Pennsylvania
$4.53M +$2.76M +75,700 +155%
LIA
230
LS Investment Advisors
Michigan
$4.46M +$290K +7,956 +7%
TPSF
231
Texas Permanent School Fund
Texas
$4.43M -$170K -4,669 -4%
M&T Bank
232
M&T Bank
New York
$4.34M -$305K -8,369 -7%
CAM
233
Cubic Asset Management
Massachusetts
$4.33M +$1.42K +39 +0%
BCIM
234
British Columbia Investment Management
British Columbia, Canada
$4.3M +$299K +8,224 +7%
Mackenzie Financial
235
Mackenzie Financial
Ontario, Canada
$4.22M -$67K -1,841 -2%
CAC
236
Core Alternative Capital
Georgia
$4.2M -$324K -8,900 -7%
Man Group
237
Man Group
United Kingdom
$4.2M +$4.21M +115,522 New
MCM
238
Mattern Capital Management
Colorado
$4.12M +$404K +11,105 +11%
UR
239
USCA RIA
Texas
$4.12M +$445K +12,209 +12%
CGH
240
Crossmark Global Holdings
Texas
$4.09M +$76.1K +2,090 +2%
JWM
241
JGP Wealth Management
Oregon
$4.09M +$342K +9,390 +10%
Holocene Advisors
242
Holocene Advisors
New York
$4.07M +$793K +21,775 +24%
CIC
243
Cornercap Investment Counsel
Georgia
$3.96M -$179K -4,923 -4%
TAIM
244
Te Ahumairangi Investment Management
New Zealand
$3.86M +$3.87M +106,189 New
Calamos Advisors
245
Calamos Advisors
Illinois
$3.85M -$339K -9,301 -8%
LIM
246
Leavell Investment Management
Alabama
$3.82M -$9.1K -250 -0.2%
ECM
247
Estabrook Capital Management
New York
$3.8M -$61.9K -1,700 -2%
Neuberger Berman Group
248
Neuberger Berman Group
New York
$3.6M -$901K -24,729 -20%
MIM
249
Marco Investment Management
Georgia
$3.55M -$19.7K -540 -0.5%
KAS
250
Kestra Advisory Services
Texas
$3.51M +$3.51M +96,462 New

AFL Hedge Fund Activity: Q3 2020 in Review

940 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q3 2020, worth a combined $17.3B — down 0.94% from $17.4B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of AFL and 70 opened new positions — a net loss of 17 holders — while 390 trimmed existing stakes and 286 added.

The largest buyer was Morgan Stanley, adding an estimated $73.4M. The largest seller was Citadel Advisors, cutting an estimated $98M.

  • 940 institutional investors held Aflac (AFL) as of Q3 2020, down from 966 in Q2 2020.
  • Funds reported $17.3B of Aflac stock for Q3 2020, down 0.94% quarter-over-quarter.
  • 70 funds opened new Aflac positions in Q3 2020 and 87 closed out, a net change of -17 holders.
  • The largest Aflac buyer in Q3 2020 was Morgan Stanley, an estimated $73.4M added.
  • The largest Aflac seller in Q3 2020 was Citadel Advisors, an estimated $98M sold.

Based on aggregated 13F filings for Q3 2020.