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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
QT
551
Quantbot Technologies
New York
$515K +$688K +15,047 New
LW
552
Linscomb Wealth
Texas
$511K +$194K +4,255 +40%
SEC
553
Seven Eight Capital
New York
$510K +$681K +14,900 New
PP
554
Paloma Partners
Connecticut
$508K -$4.08M -89,324 -86%
BRWA
555
B. Riley Wealth Advisors
Florida
$508K +$153K +3,341 +29%
JIC
556
Johnson Investment Counsel
Ohio
$506K +$676K +14,792 New
LCM
557
Landscape Capital Management
New Jersey
$501K +$669K +14,635 New
SPC
558
Stewart & Patten Company
California
$499K -$33.3K -728 -5%
PFO
559
Pathstone Family Office
New Jersey
$499K -$3.25K -71 -0.5%
PSUF
560
People's United Financial
Connecticut
$498K -$207K -4,539 -24%
AUB
561
Atlantic Union Bankshares
Virginia
$494K -$70.6K -1,545 -10%
BFA
562
Bragg Financial Advisors
North Carolina
$493K -$113K -2,474 -15%
VPIM
563
Vanguard Personalized Indexing Management
California
$493K +$658K +14,402 New
FTIOP
564
Fiduciary Trust International of Pennsylvania
Pennsylvania
$489K -$45.7K -1,000 -7%
KP
565
Keel Point
Alabama
$483K +$7.59K +166 +1%
KIC
566
Keating Investment Counselors
Florida
$479K -$6.4K -140 -1%
CAG
567
Csenge Advisory Group
Florida
$478K -$39.4K -863 -6%
DP
568
Dearborn Partners
Illinois
$475K -$447K -9,777 -41%
WOC
569
West Oak Capital
California
$475K -$16K -350 -2%
AIP
570
Ameritas Investment Partners
Nebraska
$473K -$6.63K -145 -1%
FC
571
FORA Capital
Florida
$468K -$608K -13,310 -49%
MIM
572
Montgomery Investment Management
Maryland
$452K -$9.14K -200 -1%
TPCW
573
TD Private Client Wealth
New York
$452K +$469K +10,253 +349%
SP
574
Symmetry Partners
Connecticut
$449K -$97.1K -2,124 -14%
CA
575
Cetera Advisors
Colorado
$446K +$1.1K +24 +0.2%

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.