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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
SNBOSD
426
Security National Bank of So Dak
Iowa
$973K +$65.6K +1,436 +5%
DCM
427
Dupont Capital Management
Delaware
$972K +$772K +16,888 +147%
AC
428
Allstate Corporation
Illinois
$964K -$1.86M -40,696 -59%
EOJOAM
429
E. Ohman J:or Asset Management
Sweden
$962K -$462K -10,100 -26%
FMC
430
First Merchants Corp
Indiana
$959K -$332K -7,257 -21%
MWM
431
Mattern Wealth Management
Kansas
$956K -$47.5K -1,040 -4%
FQ
432
First Quadrant
California
$953K -$169K -3,700 -12%
B
433
Barings
North Carolina
$949K
AIM
434
Anchor Investment Management
South Carolina
$945K -$22.3K -488 -2%
DC
435
Davenport & Co
Virginia
$934K +$45.5K +996 +4%
Rafferty Asset Management
436
Rafferty Asset Management
New York
$929K -$5.96M -130,331 -83%
GT
437
Greenleaf Trust
Michigan
$927K -$695K -15,197 -36%
KC
438
Knuff & Co
California
$912K -$45.7K -1,000 -4%
Voloridge Investment Management
439
Voloridge Investment Management
Florida
$904K +$1.21M +26,390 New
AIMCA
440
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$897K -$20.3M -443,700 -95%
KIA
441
KCM Investment Advisors
California
$892K -$464K -10,153 -28%
HTC
442
Haverford Trust Company
Pennsylvania
$880K -$29.4K -644 -2%
DJSG
443
D.J. St. Germain
Massachusetts
$873K -$6.76K -148 -0.6%
Fifth Third Bancorp
444
Fifth Third Bancorp
Ohio
$866K -$105K -2,305 -8%
GAAM
445
Guinness Atkinson Asset Management
California
$863K +$726K +15,880 +171%
NNP
446
Nachman Norwood & Parrott
South Carolina
$858K -$16.8K -368 -1%
LNWWM
447
Laird Norton Wetherby Wealth Management
California
$856K +$105K +2,307 +10%
ECM
448
EagleClaw Capital Management
Massachusetts
$853K
CAM
449
Cozad Asset Management
Illinois
$850K -$76.7K -1,678 -6%
IMRF
450
Illinois Municipal Retirement Fund
Illinois
$849K +$389K +8,513 +52%

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.