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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
LOIM
426
Liberty One Investment Management
Illinois
$1.04M +$114K +3,125 +12%
PIM
427
Penobscot Investment Management
Massachusetts
$1.03M -$494K -13,578 -32%
CTC
428
Central Trust Company
Missouri
$1.03M +$35.9K +987 +4%
CCT
429
Capital City Trust
Florida
$1.01M +$21.8K +599 +2%
B
430
Barings
North Carolina
$1.01M
CWM
431
Cornerstone Wealth Management
Missouri
$1.01M +$190K +5,206 +23%
CC
432
Centiva Capital
New York
$1M +$1.01M +27,640 New
CWM
433
Cordatus Wealth Management
Pennsylvania
$1M +$2.19K +60 +0.2%
ECM
434
ETrade Capital Management
Virginia
$1M +$48.9K +1,343 +5%
OPS
435
Orion Portfolio Solutions
Nebraska
$998K +$65K +1,785 +7%
TAM
436
Townsend Asset Management
North Carolina
$986K -$19.5K -535 -2%
KC
437
Knuff & Co
California
$976K +$35.5K +974 +4%
Cerity Partners
438
Cerity Partners
New York
$963K +$15.1K +415 +2%
SPC
439
Sigma Planning Corp
Michigan
$945K +$56.3K +1,547 +6%
CCM
440
Chiron Capital Management
Florida
$945K +$946K +25,985 New
ASN
441
Advisory Services Network
Georgia
$944K +$19.1K +525 +2%
NNP
442
Nachman Norwood & Parrott
South Carolina
$935K +$17.6K +482 +2%
OAM
443
Oak Asset Management
California
$930K -$2.99K -82 -0.3%
NA
444
NewEdge Advisors
Louisiana
$929K -$23.1K -635 -2%
DJSG
445
D.J. St. Germain
Massachusetts
$919K -$5.83K -160 -0.6%
DC
446
Davenport & Co
Virginia
$914K -$66.5K -1,827 -7%
CCM
447
Cadence Capital Management
Massachusetts
$909K -$221K -6,068 -20%
HTC
448
Haverford Trust Company
Pennsylvania
$909K -$7.28K -200 -0.8%
GWSG
449
GPS Wealth Strategies Group
Colorado
$909K +$911K +25,012 New
BCM
450
Breiter Capital Management
Florida
$907K +$70.6K +1,938 +8%

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.