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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
NC
376
NovaPoint Capital
Georgia
$1.48M +$206K +5,653 +16%
DFA
377
Delta Financial Advisors
Louisiana
$1.47M -$9.21K -253 -0.6%
Nomura Holdings
378
Nomura Holdings
Japan
$1.45M +$241K +6,617 +20%
DY
379
Dowling & Yahnke
California
$1.45M -$85.7K -2,353 -6%
AB
380
Amalgamated Bank
New York
$1.45M -$54.6K -1,498 -4%
VanEck Associates
381
VanEck Associates
New York
$1.44M +$166K +4,564 +13%
SC
382
SouthState Corp
Florida
$1.43M -$117K -3,212 -8%
NMIMC
383
Northwestern Mutual Investment Management Company
Wisconsin
$1.42M
RC
384
RegentAtlantic Capital
New Jersey
$1.41M +$13.9K +383 +1%
KRS
385
Kentucky Retirement Systems
Kentucky
$1.41M -$41.8K -1,147 -3%
LIM
386
Loudon Investment Management
New Hampshire
$1.38M -$85.5K -2,349 -6%
ARG
387
Advisory Resource Group
Oklahoma
$1.38M +$104K +2,862 +8%
TFA
388
Toth Financial Advisory
Virginia
$1.38M -$929K -25,501 -40%
HSA
389
HBK Sorce Advisory
Pennsylvania
$1.37M -$22.2K -609 -2%
SG Americas Securities
390
SG Americas Securities
New York
$1.36M +$701K +19,254 +106%
Mariner
391
Mariner
Kansas
$1.36M +$38.6K +1,060 +3%
AAS
392
Avantax Advisory Services
Texas
$1.33M +$885K +24,310 +201%
BAM
393
Blueshift Asset Management
New Jersey
$1.31M +$1.31M +36,065 New
EA
394
Ellsworth Advisors
Ohio
$1.3M +$8.56K +235 +0.7%
MCM
395
Murphy Capital Management
New Jersey
$1.29M +$36 +1 +0%
SFA
396
Stewardship Financial Advisors
Georgia
$1.29M -$6.23K -171 -0.5%
ECM
397
Everence Capital Management
Indiana
$1.28M
FMBTD
398
First Midwest Bank Trust Division
Illinois
$1.27M -$99.2K -2,724 -7%
LS
399
Leelyn Smith
Illinois
$1.26M +$12.1K +333 +1%
DADC
400
D.A. Davidson & Co
Montana
$1.24M -$46.6K -1,280 -4%

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.