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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
Charles Schwab
26
Charles Schwab
California
$180M +$879K +16,566 +0.5%
Bank of America
27
Bank of America
North Carolina
$169M +$1.23M +23,103 +0.7%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$164M +$1.72M +32,403 +1%
CP
29
Coho Partners
Pennsylvania
$163M +$5.25M +98,915 +3%
MB
30
Mizuho Bank
Japan
$159M
Robeco Institutional Asset Management
31
Robeco Institutional Asset Management
Netherlands
$158M -$19.2M -361,750 -11%
N
32
Nuveen
North Carolina
$152M -$11.8M -222,660 -7%
AllianceBernstein
33
AllianceBernstein
Tennessee
$147M +$9.97M +187,757 +7%
Ninety One (UK)
34
Ninety One (UK)
United Kingdom
$141M -$50.9M -958,800 -26%
Swiss National Bank
35
Swiss National Bank
Switzerland
$129M -$6.65M -125,300 -5%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$127M +$90.6M +1,707,466 +246%
Allianz Asset Management
37
Allianz Asset Management
Germany
$123M -$22.3M -420,067 -15%
ProShare Advisors
38
ProShare Advisors
Maryland
$120M +$17.6M +331,952 +17%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$120M +$4.43M +83,549 +4%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$116M +$4.84M +91,211 +4%
Skandinaviska Enskilda Banken (SEB)
41
Skandinaviska Enskilda Banken (SEB)
Sweden
$102M -$16.5M -311,134 -14%
Nordea Investment Management
42
Nordea Investment Management
Sweden
$92.2M -$4.11M -77,405 -4%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$91.9M +$91M +1,714,326 +7,241%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$91M +$24.5M +461,737 +37%
Barclays
45
Barclays
United Kingdom
$90.1M +$6.81M +128,246 +8%
Citadel Advisors
46
Citadel Advisors
Florida
$85.9M +$85.9M +1,619,009 +36,236%
AI
47
Ariel Investments
Illinois
$84.5M -$979K -18,453 -1%
AG
48
Aperio Group
California
$84.2M +$4M +75,374 +5%
SCM
49
Smead Capital Management
Arizona
$84M +$1.61M +30,321 +2%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$83.7M +$11.6M +217,911 +16%

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.