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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
WWM
526
Willingdon Wealth Management
North Carolina
$1.05M -$52.7K -992 -5%
SA
527
Sicart Associates
New York
$1.05M
WS
528
Wedbush Securities
California
$1.04M -$796 -15 -0.1%
AG
529
AlphaSimPlex Group
Massachusetts
$1.03M -$113K -2,125 -10%
AFM
530
Abbot Financial Management
Massachusetts
$1.03M -$10.3K -195 -1%
II
531
Inspire Investing
Idaho
$1.03M -$43K -811 -4%
BCM
532
Bluefin Capital Management
New York
$1.03M +$1.03M +19,448 New
FCB
533
First Command Bank
Texas
$1.03M
FCFS
534
First Command Financial Services
Texas
$1.03M
KTC
535
Kistler-Tiffany Companies
Pennsylvania
$1.03M
BSW
536
Buckingham Strategic Wealth
Missouri
$1.02M +$14.4K +271 +1%
RT
537
Rockland Trust
Massachusetts
$1.02M +$23.2K +438 +2%
SPC
538
Sigma Planning Corp
Michigan
$1.02M +$102K +1,923 +11%
PCM
539
Perkins Capital Management
Minnesota
$1.02M -$435K -8,200 -30%
DSC
540
Duncker Streett & Co
Missouri
$1.02M -$74.3K -1,400 -7%
PSUF
541
People's United Financial
Connecticut
$1.01M +$105K +1,986 +12%
WT
542
Whittier Trust
California
$1M +$7.06K +133 +0.7%
CI
543
Cigna Investments
Connecticut
$995K -$125K -2,363 -11%
RA
544
RFG Advisory
Alabama
$993K +$383K +7,211 +62%
DAC
545
Dividend Assets Capital
South Carolina
$990K -$70.3K -1,325 -7%
QI
546
Qtron Investments
Massachusetts
$978K
USAA
547
United Services Automobile Association
Texas
$972K -$11.2K -211 -1%
SAM
548
Smithbridge Asset Management
Pennsylvania
$958K -$154K -2,900 -14%
CK
549
Cohen Klingenstein
New York
$952K
VF
550
Virtu Financial
New York
$933K -$1.05M -19,709 -53%

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.