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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
CIA
301
Choate Investment Advisors
Massachusetts
$2.33M -$120K -2,630 -4%
S
302
Surevest
California
$2.28M +$1.34M +29,329 +79%
WG
303
Watchman Group
Texas
$2.26M -$64.2K -1,405 -2%
FSA
304
Franklin Street Advisors
North Carolina
$2.26M -$209K -4,565 -6%
KLWA
305
Kelly Lawrence W & Associates
California
$2.25M
GLA
306
Great Lakes Advisors
Illinois
$2.19M -$5M -109,455 -63%
ACP
307
Ashfield Capital Partners
California
$2.19M -$46.4K -1,015 -2%
CIBC Private Wealth Group
308
CIBC Private Wealth Group
Georgia
$2.18M +$312K +6,823 +12%
MML Investors Services
309
MML Investors Services
Massachusetts
$2.13M -$264K -5,767 -8%
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$2.11M -$225K -4,930 -7%
AIA
311
AGF Investments America
Ontario, Canada
$2.09M +$989K +21,645 +55%
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
$2.06M +$136K +2,974 +5%
ACM
313
Azimuth Capital Management
Michigan
$2.04M -$30.6K -670 -1%
CAPTRUST Financial Advisors
314
CAPTRUST Financial Advisors
North Carolina
$2.04M -$130K -2,839 -4%
ST
315
Somerset Trust
Pennsylvania
$2.02M +$166K +3,637 +7%
PA
316
Pinnacle Associates
New York
$2M -$411K -9,001 -13%
WBC
317
Westpac Banking Corp
Australia
$1.96M -$339K -7,410 -11%
CPA
318
Court Place Advisors
Maryland
$1.96M -$137K -3,000 -5%
KL
319
KWMG LLC
Kansas
$1.96M -$71.1K -1,555 -3%
PDN
320
Pensionfund DSM Netherlands
Netherlands
$1.95M
RBA
321
Richard Bernstein Advisors
New York
$1.94M
CMO
322
Covenant Multifamily Offices
Texas
$1.94M +$1.45M +31,664 +126%
SSB
323
Sandy Spring Bank
Maryland
$1.93M -$188K -4,110 -7%
LIA
324
LBMC Investment Advisors
Tennessee
$1.92M +$99.4K +2,176 +4%
FT
325
Fiduciary Trust
Massachusetts
$1.92M -$112K -2,450 -4%

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.