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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
Nomura Holdings
501
Nomura Holdings
Japan
$1.19M -$11.1K -210 -0.9%
CWM
502
Cornerstone Wealth Management
Missouri
$1.19M +$101K +1,909 +9%
CIC
503
Crawford Investment Counsel
Georgia
$1.18M +$85.1K +1,604 +8%
Credit Agricole
504
Credit Agricole
France
$1.18M +$593K +11,170 +100%
SG Americas Securities
505
SG Americas Securities
New York
$1.18M -$373K -7,033 -24%
SSA
506
Schonfeld Strategic Advisors
New York
$1.17M +$1.17M +22,008 New
TAM
507
Townsend Asset Management
North Carolina
$1.16M +$1.16M +21,941 New
CIM
508
Cambria Investment Management
California
$1.16M -$5.19M -97,833 -82%
OBGC
509
O'Brien Greene & Co
Pennsylvania
$1.16M -$155K -2,925 -12%
TNB
510
TCF National Bank
South Dakota
$1.15M -$53.1K -1,000 -4%
LOIM
511
Liberty One Investment Management
Illinois
$1.15M +$1.15M +21,654 New
HCMT
512
Highland Capital Management (Tennessee)
Tennessee
$1.13M
S
513
SignatureFD
Georgia
$1.13M +$187K +3,520 +20%
CFMC
514
Curbstone Financial Management Corp
New Hampshire
$1.12M +$53.1K +1,000 +5%
CFA
515
Carroll Financial Associates
North Carolina
$1.12M -$24.5K -461 -2%
HT
516
Heritage Trust
Oklahoma
$1.11M -$40.1K -756 -3%
VFA
517
Voya Financial Advisors
Connecticut
$1.11M -$5.41K -102 -0.5%
TI
518
tru Independence
Oregon
$1.11M +$1.72M +32,391 New
GT
519
Glenview Trust
Kentucky
$1.1M -$5.31K -100 -0.5%
MWM
520
Modera Wealth Management
New Jersey
$1.1M
AFG
521
Albion Financial Group
Utah
$1.1M +$102K +1,925 +10%
BCM
522
Breiter Capital Management
Florida
$1.09M -$15.1K -284 -1%
GFA
523
Gifford Fong Associates
California
$1.09M
IB
524
Intrust Bank
Kansas
$1.06M -$8.92K -168 -0.8%
FLPIM
525
F.L. Putnam Investment Management
Massachusetts
$1.06M +$265K +4,994 +33%

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.