We are live on ! Find out more

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
SSB
326
Sandy Spring Bank
Maryland
$3.2M +$11.5K +217 +0.4%
ACM
327
Azimuth Capital Management
Michigan
$3.19M -$21.2K -400 -0.7%
CPA
328
Court Place Advisors
Maryland
$3.19M -$60K -1,131 -2%
CA
329
Cornerstone Advisors
North Carolina
$3.12M +$3.13M +59,000 New
AAM
330
Advisors Asset Management
Colorado
$3.12M -$7.8K -147 -0.2%
KL
331
KWMG LLC
Kansas
$3.1M +$113K +2,125 +4%
EWM
332
Evercore Wealth Management
New York
$3.1M +$98K +1,846 +3%
FT
333
Fiduciary Trust
Massachusetts
$3.09M -$264K -4,973 -8%
JFL
334
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.05M -$13.3K -250 -0.4%
NMERB
335
New Mexico Educational Retirement Board
New Mexico
$3.04M
Mercer Global Advisors
336
Mercer Global Advisors
Colorado
$3.03M +$78.8K +1,484 +3%
MPM
337
Meritage Portfolio Management
Kansas
$3.02M -$65.7K -1,238 -2%
IFAM
338
Institutional & Family Asset Management
Colorado
$3.01M -$207K -3,902 -6%
CIBC Private Wealth Group
339
CIBC Private Wealth Group
Georgia
$3.01M +$47.8K +900 +2%
PDN
340
Pensionfund DSM Netherlands
Netherlands
$3.01M
RBA
341
Richard Bernstein Advisors
New York
$3M -$914K -17,225 -23%
RVM
342
Robinson Value Management
Texas
$2.98M +$2.99M +56,323 New
Natixis Advisors
343
Natixis Advisors
Massachusetts
$2.97M +$293K +5,522 +11%
SC
344
SouthState Corp
Florida
$2.95M -$23.2K -438 -0.8%
TF
345
TIAA FSB
Florida
$2.93M +$58.4K +1,100 +2%
DWM
346
Darwin Wealth Management
Florida
$2.93M +$70.2K +1,322 +2%
ST
347
Somerset Trust
Pennsylvania
$2.93M +$56.6K +1,067 +2%
WAM
348
World Asset Management
Michigan
$2.92M -$44.1K -830 -1%
BAM
349
Blueshift Asset Management
New Jersey
$2.92M +$279K +5,260 +11%
VIA
350
Vident Investment Advisory
Georgia
$2.89M +$2.34M +44,151 +419%

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.