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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
AAM
326
Advisors Asset Management
Colorado
$1.91M -$146K -3,191 -5%
SPIA
327
Steward Partners Investment Advisory
New York
$1.89M -$3.77M -82,430 -60%
EWM
328
Evercore Wealth Management
New York
$1.89M -$155K -3,387 -6%
SMDAM
329
Sumitomo Mitsui DS Asset Management
Japan
$1.87M +$28.2K +616 +1%
TAF
330
Tredje AP-fonden
Sweden
$1.85M +$406K +8,893 +20%
VIA
331
Vident Investment Advisory
Georgia
$1.83M -$52.2K -1,142 -2%
AC
332
Arjuna Capital
North Carolina
$1.83M +$14.6K +319 +0.6%
SFS
333
Sowell Financial Services
Arkansas
$1.83M +$181K +3,953 +8%
PAI
334
Pittenger & Anderson Inc
Nebraska
$1.82M
Los Angeles Capital Management
335
Los Angeles Capital Management
California
$1.82M +$48K +1,050 +2%
JFL
336
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.8M -$233K -5,104 -9%
CIBC World Market
337
CIBC World Market
Ontario, Canada
$1.78M -$725K -15,857 -23%
MERSOM
338
Municipal Employees' Retirement System of Michigan
Michigan
$1.77M
YIA
339
YHB Investment Advisors
Connecticut
$1.76M -$19.4K -425 -0.8%
PP
340
Palladium Partners
Virginia
$1.73M -$160K -3,498 -6%
RP
341
Rowlandmiller & Partners
Georgia
$1.72M -$24.9K -544 -1%
Cambridge Investment Research Advisors
342
Cambridge Investment Research Advisors
Iowa
$1.72M -$4.25M -92,940 -65%
KRS
343
Kentucky Retirement Systems
Kentucky
$1.72M +$565K +12,368 +33%
LRIC
344
Long Road Investment Counsel
Michigan
$1.71M
CEP
345
Chicago Equity Partners
Illinois
$1.69M -$2.29M -50,079 -50%
SAM
346
Silvercrest Asset Management
New York
$1.69M +$384K +8,400 +21%
RJT
347
Raymond James Trust
Florida
$1.68M +$187K +4,091 +9%
BCFS
348
Butensky & Cohen Financial Security
Florida
$1.67M +$146K +3,199 +7%
TF
349
TIAA FSB
Florida
$1.67M -$307K -6,712 -12%
SBH
350
Segall Bryant & Hamill
Illinois
$1.65M -$92.3K -2,020 -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.