We are live on ! Find out more

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
RIM
551
Redwood Investment Management
Arizona
$928K +$78K +1,470 +9%
WAM
552
Wealthspire Advisors (Maryland)
Maryland
$925K +$5.73K +108 +0.6%
EH
553
Employers Holdings
Nevada
$923K
KRSITF
554
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$920K -$4.3K -81 -0.5%
AW
555
ACG Wealth
Georgia
$918K -$155K -2,925 -14%
MRCM
556
M&R Capital Management
New Jersey
$914K -$116K -2,194 -11%
TF
557
TRH Financial
Iowa
$912K +$925K +17,433 New
MMPW
558
Mitchell McLeod Pugh & Williams
Alabama
$911K
AC
559
Abbrea Capital
California
$907K
ZCA
560
Zeke Capital Advisors
Pennsylvania
$902K -$46.7K -880 -5%
V
561
VeraBank
Texas
$900K -$2.97K -56 -0.3%
BFA
562
Bragg Financial Advisors
North Carolina
$892K -$56.8K -1,071 -6%
CCM
563
Cadence Capital Management
Massachusetts
$888K -$639K -12,042 -42%
NA
564
NewEdge Advisors
Louisiana
$882K +$82.6K +1,556 +10%
BHWM
565
Bar Harbor Wealth Management
New Hampshire
$879K -$176K -3,320 -17%
WT
566
Washington Trust
Rhode Island
$865K +$303K +5,700 +53%
IMRF
567
Illinois Municipal Retirement Fund
Illinois
$861K +$864K +16,277 New
VWM
568
Valley Wealth Managers
New Jersey
$857K -$218K -4,100 -20%
P
569
Pitcairn
Pennsylvania
$847K +$246K +4,634 +41%
BC
570
Brinker Capital
Pennsylvania
$846K -$119K -2,250 -12%
AUB
571
Atlantic Union Bankshares
Virginia
$844K -$67.1K -1,264 -7%
MMG
572
Monetary Management Group
Missouri
$831K
SHWM
573
Smith & Howard Wealth Management
Georgia
$827K +$63.7K +1,200 +8%
TAIM
574
TD Ameritrade Investment Management
Nebraska
$826K +$42.5K +800 +5%
AI
575
AdvisorShares Investments
Maryland
$824K +$827K +15,584 New

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.