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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
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$120M +$61.6M +1,691,797 +105%
Charles Schwab
27
Charles Schwab
California
$120M -$3.45M -94,813 -3%
CP
28
Coho Partners
Pennsylvania
$112M +$638K +17,521 +0.6%
Sumitomo Mitsui Trust Group
29
Sumitomo Mitsui Trust Group
Japan
$112M -$4.22M -115,957 -4%
MB
30
Mizuho Bank
Japan
$109M
Prudential Financial
31
Prudential Financial
New Jersey
$108M +$62.7M +1,722,277 +138%
PPA
32
Parametric Portfolio Associates
Washington
$105M -$4.2M -115,277 -4%
UBS AM
33
UBS AM
Illinois
$104M +$2.35M +64,644 +2%
Swiss National Bank
34
Swiss National Bank
Switzerland
$102M -$1.79M -49,100 -2%
ProShare Advisors
35
ProShare Advisors
Maryland
$96.7M +$10.1M +277,852 +12%
Invesco
36
Invesco
Georgia
$90.1M -$4.01M -109,994 -4%
AllianceBernstein
37
AllianceBernstein
Tennessee
$87.5M +$3.96M +108,853 +5%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$83.3M +$1.38M +37,810 +2%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$70.8M -$3.13M -85,873 -4%
Deutsche Bank
40
Deutsche Bank
Germany
$68.1M +$28.3M +776,711 +71%
First Trust Advisors
41
First Trust Advisors
Illinois
$67M +$11.1M +303,774 +20%
Nordea Investment Management
42
Nordea Investment Management
Sweden
$66.2M -$73.5M -2,018,925 -53%
Goldman Sachs
43
Goldman Sachs
New York
$61.5M -$56.9M -1,561,875 -48%
CCM
44
Causeway Capital Management
California
$58.3M +$58.4M +1,603,016 New
AI
45
Ariel Investments
Illinois
$56.7M +$5.62M +154,295 +11%
AII
46
AGF Investments Inc
Ontario, Canada
$56.7M +$1.81M +49,781 +3%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$56.4M -$148K -4,068 -0.3%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$55M -$15.1M -415,444 -22%
UBS Group
49
UBS Group
Switzerland
$54.3M +$15.8M +433,266 +41%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$50.4M +$5.46K +150 +0%

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.