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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
ECM
451
EagleClaw Capital Management
Massachusetts
$904K -$3.64K -100 -0.4%
SC
452
Sawyer & Company
Massachusetts
$900K
AFG
453
Albion Financial Group
Utah
$895K +$66.6K +1,828 +8%
EOJOAM
454
E. Ohman J:or Asset Management
Sweden
$894K -$127K -3,500 -12%
PFPT
455
Pinnacle Financial Partners (Tennessee)
Tennessee
$887K -$150K -4,122 -14%
QC
456
Quadrature Capital
United Kingdom
$880K +$255K +7,010 +41%
CAM
457
Cozad Asset Management
Illinois
$879K +$473 +13 +0.1%
PAM
458
Panagora Asset Management
Massachusetts
$865K +$49.9K +1,369 +6%
SFS
459
Sowell Financial Services
Arkansas
$856K -$120K -3,289 -12%
UCI
460
Uncommon Cents Investing
Wisconsin
$855K +$161K +4,410 +23%
SW
461
SVB Wealth
Massachusetts
$846K +$10.6K +290 +1%
AIM
462
Anchor Investment Management
South Carolina
$843K -$124K -3,415 -13%
PA
463
Pinnacle Associates
New York
$842K -$603K -16,560 -42%
IRF
464
IBM Retirement Fund
New York
$839K +$236K +6,485 +39%
LNWWM
465
Laird Norton Wetherby Wealth Management
California
$838K -$87.4K -2,401 -9%
TCOV
466
Trust Company of Vermont
Vermont
$836K -$110K -3,012 -12%
LWS
467
Lucia Wealth Services
California
$828K +$94.6K +2,599 +13%
IP
468
Interval Partners
New York
$824K +$826K +22,676 New
RA
469
RFG Advisory
Alabama
$822K -$52.7K -1,448 -6%
CI
470
Cigna Investments
Connecticut
$822K -$7.65K -210 -0.9%
MGIM
471
M&G Investment Management
United Kingdom
$816K -$4.66K -128 -0.6%
ITIM
472
Indiana Trust & Investment Management
Indiana
$809K -$47.3K -1,300 -6%
FMC
473
First Merchants Corp
Indiana
$804K -$14.6K -400 -2%
NGA
474
Naples Global Advisors
Florida
$797K -$13.7K -375 -2%
SA
475
Sicart Associates
New York
$794K

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.