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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
SFSG
476
Sound Financial Strategies Group
Mississippi
$738K -$892K -19,507 -48%
TAM
477
Townsend Asset Management
North Carolina
$737K -$18.5K -405 -2%
CWM
478
Cornerstone Wealth Management
Missouri
$734K -$43.9K -960 -4%
BCM
479
Breiter Capital Management
Florida
$732K +$31.9K +697 +3%
UB
480
UMB Bank
Missouri
$730K -$97.8K -2,140 -9%
AFG
481
Albion Financial Group
Utah
$720K +$11K +240 +1%
CIA
482
Capital Investment Advisors
Georgia
$719K -$293K -6,412 -23%
HT
483
Heritage Trust
Oklahoma
$715K -$8.09K -177 -0.8%
MWM
484
Modera Wealth Management
New Jersey
$713K +$2.51K +55 +0.3%
TC
485
Toews Corporation
New Jersey
$709K +$946K +20,700 New
GT
486
Glenview Trust
Kentucky
$707K -$6.63K -145 -0.7%
GFA
487
Gifford Fong Associates
California
$705K
CI
488
Cigna Investments
Connecticut
$704K +$57.1K +1,250 +6%
P
489
Pitcairn
Pennsylvania
$702K +$204K +4,461 +28%
LWS
490
Lucia Wealth Services
California
$701K +$303K +6,637 +48%
CFA
491
Carroll Financial Associates
North Carolina
$695K -$35.6K -779 -4%
MSE
492
MUFG Securities EMEA
United Kingdom
$692K -$6.38M -139,521 -87%
WANY
493
Wealthspire Advisors (New York)
New York
$692K +$924K +20,213 New
HCMT
494
Highland Capital Management (Tennessee)
Tennessee
$688K -$60.6K -1,325 -6%
TNB
495
TCF National Bank
South Dakota
$682K -$81.1K -1,775 -8%
CFMC
496
Curbstone Financial Management Corp
New Hampshire
$673K -$70.8K -1,550 -7%
ASN
497
Advisory Services Network
Georgia
$673K +$264K +5,785 +42%
AI
498
Atria Investments
North Carolina
$672K -$3.88M -84,804 -81%
FHB
499
First Hawaiian Bank
Hawaii
$672K +$407K +8,914 +83%
JT
500
Jump Trading
Illinois
$672K +$413K +9,026 +85%

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.