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
BAC
376
Boys Arnold & Co
North Carolina
$2.48M -$206K -3,890 -8%
CTC
377
Central Trust Company
Missouri
$2.47M -$49.1K -925 -2%
IA
378
IFG Advisory
Georgia
$2.46M -$105K -1,981 -4%
WAM
379
Wakefield Asset Management
Colorado
$2.46M +$2.47M +46,542 New
PAM
380
Panagora Asset Management
Massachusetts
$2.45M +$441K +8,315 +22%
ACM
381
AlphaCrest Capital Management
New York
$2.44M -$1.8M -33,826 -42%
SFA
382
Stewardship Financial Advisors
Georgia
$2.43M -$129K -2,424 -5%
EHWM
383
Eads & Heald Wealth Management
Georgia
$2.41M +$5.68K +107 +0.2%
BCFS
384
Butensky & Cohen Financial Security
Florida
$2.41M -$2.12K -40 -0.1%
DIA
385
Dean Investment Associates
Ohio
$2.41M -$2.13M -40,159 -47%
SRAM
386
Stone Ridge Asset Management
New York
$2.39M
TAF
387
Tredje AP-fonden
Sweden
$2.39M -$3.84M -72,359 -62%
RJT
388
Raymond James Trust
Florida
$2.38M -$11.7K -220 -0.5%
NB
389
Norinchukin Bank
Japan
$2.35M -$498K -9,378 -17%
CC
390
Cognios Capital
Kansas
$2.35M +$26.4K +498 +1%
CHC
391
City Holding Co
West Virginia
$2.32M +$134K +2,519 +6%
SIM
392
Sentry Investment Management
Wisconsin
$2.31M
CAC
393
Core Alternative Capital
Georgia
$2.29M +$2.29M +43,224 New
MMHP
394
Murphy Middleton Hinkle & Parker
Georgia
$2.29M -$10.5K -198 -0.5%
RC
395
RegentAtlantic Capital
New Jersey
$2.27M -$64.4K -1,214 -3%
Macquarie Group
396
Macquarie Group
Australia
$2.24M +$774K +14,573 +52%
LIM
397
Loudon Investment Management
New Hampshire
$2.24M -$89.7K -1,690 -4%
GT
398
Greenleaf Trust
Michigan
$2.24M +$18.9K +356 +0.8%
LOAMS
399
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.22M +$535K +10,084 +32%
SFSG
400
Sound Financial Strategies Group
Mississippi
$2.17M +$2.18M +41,064 New

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.