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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
AFM
501
Abbot Financial Management
Massachusetts
$670K +$320 +7 +0%
EH
502
Employers Holdings
Nevada
$665K +$90K +1,970 +11%
FCB
503
First Command Bank
Texas
$664K
FCFS
504
First Command Financial Services
Texas
$664K
WS
505
Wedbush Securities
California
$660K -$17.7K -387 -2%
DSC
506
Duncker Streett & Co
Missouri
$658K
II
507
Inspire Investing
Idaho
$649K -$23.6K -516 -3%
JIR
508
James Investment Research
Ohio
$646K -$12.2M -266,725 -93%
NA
509
NewEdge Advisors
Louisiana
$642K +$94.8K +2,075 +12%
Lazard Asset Management
510
Lazard Asset Management
New York
$641K -$28.4M -622,098 -97%
WWM
511
Willingdon Wealth Management
North Carolina
$641K -$54.8K -1,200 -6%
FA
512
Faithward Advisors
Pennsylvania
$637K +$580K +12,696 +215%
WT
513
Whittier Trust
California
$633K -$17.4K -380 -2%
BAMF
514
BI Asset Management Fondsmaeglerselskab
Denmark
$632K -$2.56M -55,991 -75%
AP
515
Advisor Partners
California
$631K -$308K -6,740 -27%
DAC
516
Dividend Assets Capital
South Carolina
$629K -$16.6K -363 -2%
MMPW
517
Mitchell McLeod Pugh & Williams
Alabama
$629K +$52.1K +1,140 +7%
UCI
518
Uncommon Cents Investing
Wisconsin
$628K +$838K +18,330 New
CAM
519
CenterStar Asset Management
Illinois
$623K
HW
520
Hancock Whitney
Mississippi
$620K -$199K -4,360 -19%
CAN
521
Cetera Advisor Networks
California
$617K -$479K -10,482 -37%
CK
522
Cohen Klingenstein
New York
$616K
AF
523
Advisornet Financial
Minnesota
$603K +$204K +4,462 +34%
MRCM
524
M&R Capital Management
New Jersey
$592K -$274 -6 -0%
AW
525
ACG Wealth
Georgia
$591K -$3.88K -85 -0.5%

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.