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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
WAM
376
World Asset Management
Michigan
$1.39M -$669K -14,632 -26%
LIM
377
Loudon Investment Management
New Hampshire
$1.38M -$94.7K -2,071 -5%
NMIMC
378
Northwestern Mutual Investment Management Company
Wisconsin
$1.31M +$445K +9,746 +34%
FMBTD
379
First Midwest Bank Trust Division
Illinois
$1.31M +$7.13K +156 +0.4%
SVWAG
380
Sound View Wealth Advisors Group
Georgia
$1.31M -$113K -2,475 -6%
CA
381
Cornerstone Advisors
North Carolina
$1.3M -$960K -21,000 -36%
MCM
382
Murphy Capital Management
New Jersey
$1.28M -$142K -3,100 -8%
HSA
383
HBK Sorce Advisory
Pennsylvania
$1.27M +$31.8K +695 +2%
VWA
384
V Wealth Advisors
Kansas
$1.24M +$49.5K +1,083 +3%
William Blair & Company
385
William Blair & Company
Illinois
$1.24M -$9.92K -217 -0.6%
ACM
386
AlphaCrest Capital Management
New York
$1.23M -$472K -10,328 -22%
PS
387
Pensionfund Sabic
Netherlands
$1.23M
DADC
388
D.A. Davidson & Co
Montana
$1.22M +$23.8K +521 +2%
Brown Advisory
389
Brown Advisory
Maryland
$1.21M -$138K -3,011 -8%
ECM
390
Everence Capital Management
Indiana
$1.21M
MRA
391
Mountain Road Advisors
New York
$1.2M +$1.6M +35,000 New
SAM
392
Sompo Asset Management
Japan
$1.19M +$423K +9,250 +36%
ARG
393
Advisory Resource Group
Oklahoma
$1.19M +$523K +11,446 +49%
Macquarie Group
394
Macquarie Group
Australia
$1.18M -$362K -7,910 -19%
Mariner
395
Mariner
Kansas
$1.18M -$162K -3,545 -9%
PAM
396
Panagora Asset Management
Massachusetts
$1.17M -$546K -11,945 -26%
TCOV
397
Trust Company of Vermont
Vermont
$1.16M -$149K -3,257 -9%
CNBT
398
Canandaigua National Bank & Trust
New York
$1.16M -$13.7K -300 -0.9%
LS
399
Leelyn Smith
Illinois
$1.14M +$235K +5,136 +18%
CCM
400
Cadence Capital Management
Massachusetts
$1.12M +$730K +15,974 +95%

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.