We are live on ! Find out more

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
JMPWA
276
JP Morgan Private Wealth Advisors
California
$2.7M +$557K +12,179 +18%
Bank of Nova Scotia
277
Bank of Nova Scotia
Ontario, Canada
$2.68M -$7.47M -163,498 -68%
CSS
278
Cubist Systematic Strategies
Connecticut
$2.67M +$3.35M +73,196 +1,490%
ZCM
279
Ziegler Capital Management
Illinois
$2.66M +$3.55M +77,610 New
Mackenzie Financial
280
Mackenzie Financial
Ontario, Canada
$2.63M -$40.7K -890 -1%
TRSOTSOK
281
Teachers Retirement System of the State of Kentucky
Kentucky
$2.61M +$137K +3,000 +4%
BFEC
282
Benjamin F. Edwards & Company
Missouri
$2.59M -$200K -4,368 -5%
PFM
283
Parsec Financial Management
North Carolina
$2.59M -$460K -10,055 -12%
SC
284
Stolper & Co
Oklahoma
$2.58M +$3.45M +75,439 New
B
285
BP
United Kingdom
$2.57M
TCM
286
Telos Capital Management
California
$2.56M +$2.2M +48,245 +182%
PAM
287
Peninsula Asset Management
Florida
$2.53M +$228K +4,995 +7%
DnB Asset Management
288
DnB Asset Management
Norway
$2.51M -$632K -13,818 -16%
Public Sector Pension Investment Board (PSP Investments)
289
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.51M -$2.49M -54,540 -43%
PIA
290
Piedmont Investment Advisors
North Carolina
$2.51M +$109K +2,391 +3%
FM
291
Foster & Motley
Ohio
$2.48M +$282K +6,167 +9%
Holocene Advisors
292
Holocene Advisors
New York
$2.48M +$375K +8,196 +13%
SAM
293
Securian Asset Management
Minnesota
$2.46M -$54.9K -1,202 -2%
HFS
294
Hantz Financial Services
Michigan
$2.44M +$3.26M +71,375 New
CT
295
Coastline Trust
Rhode Island
$2.43M -$36.1K -790 -1%
OCM
296
One Capital Management
California
$2.4M +$331K +7,244 +12%
GH
297
GAM Holding
Switzerland
$2.4M +$30.9K +677 +1%
EF
298
Exeter Financial
Arizona
$2.4M -$102K -2,228 -3%
JCM
299
Jacobi Capital Management
Pennsylvania
$2.39M -$24.9K -545 -0.8%
FAAS
300
First Allied Advisory Services
California
$2.36M -$417K -9,116 -12%

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.