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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
LCM
251
Liberty Capital Management
Michigan
$3.11M +$14.4K +314 +0.3%
IFAM
252
Institutional & Family Asset Management
Colorado
$3.1M +$1.53M +33,525 +59%
CNBTD
253
Citizens National Bank Trust Department
Mississippi
$3.07M +$4.1M +89,730 New
UR
254
USCA RIA
Texas
$3.06M +$794K +17,382 +24%
TFA
255
Toth Financial Advisory
Virginia
$3.04M -$1.14M -24,975 -22%
Kayne Anderson Rudnick Investment Management
256
Kayne Anderson Rudnick Investment Management
California
$3.04M -$1.03M -22,477 -20%
MCM
257
Monarch Capital Management
Indiana
$3.02M +$168K +3,665 +4%
II
258
IFM Investors
Australia
$3M -$132K -2,887 -3%
NAM
259
Nissay Asset Management
Japan
$2.99M +$96.7K +2,115 +2%
MCM
260
Mattern Capital Management
Colorado
$2.98M +$754K +16,502 +23%
Qube Research & Technologies (QRT)
261
Qube Research & Technologies (QRT)
United Kingdom
$2.98M -$67.6K -1,480 -2%
WAM
262
Wallington Asset Management
Indiana
$2.94M -$240K -5,260 -6%
QI
263
QS Investors
New York
$2.93M +$1.06M +23,200 +37%
FNT
264
First National Trust
Pennsylvania
$2.93M -$157K -3,431 -4%
ACC
265
Accident Compensation Corp
New Zealand
$2.92M +$128K +2,800 +3%
TW
266
Transform Wealth
Colorado
$2.91M +$188K +4,115 +5%
FDCDDQ
267
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.9M -$3.83M -83,847 -50%
Natixis Advisors
268
Natixis Advisors
Massachusetts
$2.89M +$1.29M +28,313 +50%
ABC
269
Associated Banc-Corp
Wisconsin
$2.89M +$3.37M +73,840 +704%
CIBC Asset Management
270
CIBC Asset Management
Ontario, Canada
$2.85M +$139K +3,043 +4%
MCG
271
McCollum Christoferson Group
New York
$2.83M +$117K +2,570 +3%
EI
272
EDMP Inc
Florida
$2.81M -$48.9K -1,071 -1%
BC
273
Burney Company
Virginia
$2.8M -$155K -3,381 -4%
HF
274
HRT Financial
New York
$2.75M +$3.28M +71,865 +835%
BCIM
275
British Columbia Investment Management
British Columbia, Canada
$2.75M -$4.31M -94,345 -54%

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.