We are live on ! Find out more

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
PCM
351
Parsons Capital Management
Rhode Island
$1.65M -$113K -2,470 -5%
SDIC
352
South Dakota Investment Council
South Dakota
$1.62M +$409K +8,950 +23%
CHC
353
City Holding Co
West Virginia
$1.62M +$159K +3,489 +8%
COPPSERS
354
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.61M -$17K -373 -0.8%
BAC
355
Boys Arnold & Co
North Carolina
$1.6M -$2.74K -60 -0.1%
BF
356
BOK Financial
Oklahoma
$1.6M -$90.7K -1,985 -4%
SSA
357
Schonfeld Strategic Advisors
New York
$1.59M +$1.12M +24,558 +112%
NMERB
358
New Mexico Educational Retirement Board
New Mexico
$1.58M -$516K -11,300 -20%
PIM
359
Penobscot Investment Management
Massachusetts
$1.57M -$195K -4,270 -8%
IA
360
IFG Advisory
Georgia
$1.57M -$32.3K -706 -2%
EHWM
361
Eads & Heald Wealth Management
Georgia
$1.55M -$11.9K -260 -0.6%
SAM
362
Sawgrass Asset Management
Florida
$1.53M +$390K +8,526 +24%
DIA
363
Dean Investment Associates
Ohio
$1.53M -$38K -832 -2%
SC
364
SouthState Corp
Florida
$1.52M -$519K -11,356 -20%
SFA
365
Stewardship Financial Advisors
Georgia
$1.51M -$80.8K -1,768 -4%
BWM
366
BerganKDV Wealth Management
Minnesota
$1.5M +$418K +9,140 +26%
SIM
367
Sentry Investment Management
Wisconsin
$1.5M
PP
368
Prudential plc
United Kingdom
$1.47M +$121K +2,642 +7%
MMHP
369
Murphy Middleton Hinkle & Parker
Georgia
$1.47M -$9.1K -199 -0.5%
DY
370
Dowling & Yahnke
California
$1.46M -$280K -6,124 -13%
DFA
371
Delta Financial Advisors
Louisiana
$1.46M -$823K -18,002 -30%
CC
372
Cognios Capital
Kansas
$1.45M -$88K -1,925 -4%
RC
373
RegentAtlantic Capital
New Jersey
$1.44M -$39.4K -861 -2%
Daiwa Securities Group
374
Daiwa Securities Group
Japan
$1.43M +$247K +5,400 +15%
Wealthfront Advisers
375
Wealthfront Advisers
California
$1.4M +$199K +4,364 +12%

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.