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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
KIA
426
KCM Investment Advisors
California
$1.92M +$15.4K +290 +0.8%
CWM
427
Cordatus Wealth Management
Pennsylvania
$1.91M -$125K -2,346 -6%
PS
428
Pensionfund Sabic
Netherlands
$1.9M
FMC
429
First Merchants Corp
Indiana
$1.87M +$64.1K +1,207 +4%
ECM
430
Everence Capital Management
Indiana
$1.86M +$494K +9,310 +36%
LSERS
431
Louisiana State Employees Retirement System
Louisiana
$1.85M -$37.2K -700 -2%
VWA
432
V Wealth Advisors
Kansas
$1.84M
BWM
433
BerganKDV Wealth Management
Minnesota
$1.84M +$13.8K +260 +0.8%
DADC
434
D.A. Davidson & Co
Montana
$1.81M +$47.6K +896 +3%
CNBT
435
Canandaigua National Bank & Trust
New York
$1.81M -$10.6K -200 -0.6%
EGM
436
Engineers Gate Manager
New York
$1.78M -$2.34M -44,174 -57%
EP
437
Edgestream Partners
New Jersey
$1.7M +$778K +14,662 +84%
BFO
438
Biltmore Family Office
North Carolina
$1.68M -$94.2K -1,775 -5%
Capstone Investment Advisors
439
Capstone Investment Advisors
New York
$1.68M +$1.68M +31,669 +211,127%
Cerity Partners
440
Cerity Partners
New York
$1.67M -$98.6K -1,857 -6%
BO
441
Bank OZK
Arkansas
$1.67M -$103K -1,942 -6%
FQ
442
First Quadrant
California
$1.67M -$95.5K -1,800 -5%
BB
443
Bell Bank
North Dakota
$1.67M
UA
444
Unison Advisors
District of Columbia
$1.67M +$8.28K +156 +0.5%
SSW
445
Smith Shellnut Wilson
Mississippi
$1.65M
FG
446
Fiduciary Group
Georgia
$1.65M
AWM
447
AE Wealth Management
Kansas
$1.63M +$1.06M +19,927 +183%
VC
448
Veracity Capital
Georgia
$1.61M +$1.61M +30,419 New
TCM
449
Tanaka Capital Management
New York
$1.6M -$2.65K -50 -0.2%
NSEDCP
450
NJ State Employees Deferred Compensation Plan
New Jersey
$1.59M

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.