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1,110 hedge funds and large institutions have $26.6B invested in Aflac in 2019 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 338 increasing their positions, 437 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 58

63% more call options, than puts

Call options by funds: $288M | Put options by funds: $177M

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

9% more capital invested

Capital invested by funds: $24.5B → $26.6B (+$2.12B)

7% more funds holding

Funds holding: 1,0381,110 (+72)

5.14% more ownership

Funds ownership: 63.58%68.73% (+5.1%)

23% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 437

Holders
1,110
Holders Change
+72
Holders Change %
+6.94%
% of All Funds
21.87%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.35%
New
145
Increased
338
Reduced
437
Closed
58
Calls
$288M
Puts
$177M
Net Calls
+$111M
Net Calls Change
-$26.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
301
Mattern Capital Management
Colorado
$3.74M +$3.75M +70,662 New
FSA
302
Franklin Street Advisors
North Carolina
$3.73M -$34.4K -648 -0.9%
JCM
303
Jacobi Capital Management
Pennsylvania
$3.73M -$68.8K -1,296 -2%
GH
304
GAM Holding
Switzerland
$3.67M +$2.11M +39,817 +134%
PAM
305
Peninsula Asset Management
Florida
$3.65M +$17.5K +330 +0.5%
AC
306
Allstate Corporation
Illinois
$3.64M -$1.14M -21,474 -24%
CS
307
Candriam SCA
Luxembourg
$3.6M -$129K -2,432 -3%
MML Investors Services
308
MML Investors Services
Massachusetts
$3.59M +$1.23M +23,209 +52%
CIBC World Market
309
CIBC World Market
Ontario, Canada
$3.58M +$31.9K +601 +0.9%
Millennium Management
310
Millennium Management
New York
$3.57M -$53.7K -1,011 -1%
PA
311
Pinnacle Associates
New York
$3.57M -$40.2K -757 -1%
WG
312
Watchman Group
Texas
$3.57M +$3.58M +67,483 New
CAPTRUST Financial Advisors
313
CAPTRUST Financial Advisors
North Carolina
$3.56M +$2.68M +50,585 +313%
JMPWA
314
JP Morgan Private Wealth Advisors
California
$3.53M -$98.4K -1,854 -3%
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$3.52M +$160K +3,012 +5%
FM
316
Foster & Motley
Ohio
$3.51M -$67.3K -1,268 -2%
KLWA
317
Kelly Lawrence W & Associates
California
$3.48M
ACP
318
Ashfield Capital Partners
California
$3.43M -$1.59K -30 -0%
WBC
319
Westpac Banking Corp
Australia
$3.43M -$417K -7,862 -11%
Holocene Advisors
320
Holocene Advisors
New York
$3.4M +$172K +3,239 +5%
QI
321
QS Investors
New York
$3.33M +$9.55K +180 +0.3%
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$3.33M
OCM
323
One Capital Management
California
$3.33M +$114K +2,153 +4%
MWA
324
Marshall Wace Asia
Hong Kong
$3.29M +$3.31M +62,295 New
DFA
325
Delta Financial Advisors
Louisiana
$3.2M -$231K -4,346 -7%

AFL Hedge Fund Activity: Q4 2019 in Review

1,110 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q4 2019, worth a combined $26.6B — up 8.6% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new AFL positions and 58 closed out — a net gain of 87 holders — while 338 added to existing stakes and 437 trimmed.

The largest buyer was Rockefeller Capital Management, adding an estimated $91M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $121M sold.

  • 1,110 institutional investors held Aflac (AFL) as of Q4 2019, up from 1,038 in Q3 2019.
  • Funds reported $26.6B of Aflac stock for Q4 2019, up 8.6% quarter-over-quarter.
  • 145 funds opened new Aflac positions in Q4 2019 and 58 closed out, a net change of +87 holders.
  • The largest Aflac buyer in Q4 2019 was Rockefeller Capital Management, an estimated $91M added.
  • The largest Aflac seller in Q4 2019 was Acadian Asset Management, an estimated $121M sold.

Based on aggregated 13F filings for Q4 2019.