We are live on ! Find out more

940 hedge funds and large institutions have $17.3B invested in Aflac in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 286 increasing their positions, 390 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $109M | Put options by funds: $99.7M

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.75% less ownership

Funds ownership: 67.58%66.83% (-0.75%)

1% less capital invested

Capital invested by funds: $17.4B → $17.3B (-$163M)

3% less funds holding

Funds holding: 966940 (-26)

20% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 87

27% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 390

Holders
940
Holders Change
-26
Holders Change %
-2.69%
% of All Funds
18.97%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
70
Increased
286
Reduced
390
Closed
87
Calls
$109M
Puts
$99.7M
Net Calls
+$9.63M
Net Calls Change
-$69.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
326
Westpac Banking Corp
Australia
$2.09M
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$2.08M -$135K -3,704 -6%
PDN
328
Pensionfund DSM Netherlands
Netherlands
$2.07M
II
329
IFM Investors
Australia
$2.06M +$155K +4,252 +8%
RBA
330
Richard Bernstein Advisors
New York
$2.06M
LIA
331
LBMC Investment Advisors
Tennessee
$2.04M
ACM
332
Azimuth Capital Management
Michigan
$2.03M -$18.2K -500 -0.9%
FT
333
Fiduciary Trust
Massachusetts
$2M -$16.9K -465 -0.8%
CIBC World Market
334
CIBC World Market
Ontario, Canada
$1.97M +$58.3K +1,601 +3%
CPA
335
Court Place Advisors
Maryland
$1.97M -$109K -3,000 -5%
TAF
336
Tredje AP-fonden
Sweden
$1.96M
ZCM
337
Ziegler Capital Management
Illinois
$1.91M +$146K +4,021 +8%
JMPWA
338
JP Morgan Private Wealth Advisors
California
$1.91M +$34.5K +948 +2%
Los Angeles Capital Management
339
Los Angeles Capital Management
California
$1.89M -$39K -1,070 -2%
FSA
340
Franklin Street Advisors
North Carolina
$1.89M -$22.3K -613 -1%
UA
341
Unison Advisors
District of Columbia
$1.89M +$14.4K +395 +0.8%
II
342
Inspire Investing
Idaho
$1.88M +$761K +20,894 +68%
MPM
343
Meritage Portfolio Management
Kansas
$1.86M -$178K -4,885 -9%
CS
344
Candriam SCA
Luxembourg
$1.85M +$146 +4 +0%
EWM
345
Evercore Wealth Management
New York
$1.85M +$291 +8 +0%
BWM
346
BerganKDV Wealth Management
Minnesota
$1.82M +$138K +3,797 +8%
LRIC
347
Long Road Investment Counsel
Michigan
$1.77M
SBH
348
Segall Bryant & Hamill
Illinois
$1.76M +$57.7K +1,584 +3%
AAM
349
Advisors Asset Management
Colorado
$1.76M -$179K -4,912 -9%
PP
350
Palladium Partners
Virginia
$1.75M -$36.6K -1,006 -2%

AFL Hedge Fund Activity: Q3 2020 in Review

940 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q3 2020, worth a combined $17.3B — down 0.94% from $17.4B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of AFL and 70 opened new positions — a net loss of 17 holders — while 390 trimmed existing stakes and 286 added.

The largest buyer was Morgan Stanley, adding an estimated $73.4M. The largest seller was Citadel Advisors, cutting an estimated $98M.

  • 940 institutional investors held Aflac (AFL) as of Q3 2020, down from 966 in Q2 2020.
  • Funds reported $17.3B of Aflac stock for Q3 2020, down 0.94% quarter-over-quarter.
  • 70 funds opened new Aflac positions in Q3 2020 and 87 closed out, a net change of -17 holders.
  • The largest Aflac buyer in Q3 2020 was Morgan Stanley, an estimated $73.4M added.
  • The largest Aflac seller in Q3 2020 was Citadel Advisors, an estimated $98M sold.

Based on aggregated 13F filings for Q3 2020.