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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
PFS
576
Prospera Financial Services
Texas
$442K -$1.71M -37,451 -74%
DI
577
DAGCO Inc
Ohio
$441K -$36.2K -793 -6%
MYIA
578
Mount Yale Investment Advisors
Colorado
$434K +$241K +5,283 +71%
HBWM
579
Hollow Brook Wealth Management
New York
$427K
CSA
580
Cottage Street Advisors
Massachusetts
$424K -$9.14K -200 -2%
BHWM
581
Bar Harbor Wealth Management
New Hampshire
$423K -$195K -4,273 -26%
AAS
582
Avantax Advisory Services
Texas
$419K +$31.8K +695 +6%
GCMG
583
Gyroscope Capital Management Group
Florida
$419K +$93.8K +2,052 +20%
BSW
584
Buckingham Strategic Wealth
Missouri
$414K -$331K -7,248 -37%
MSAM
585
Moloney Securities Asset Management
Missouri
$413K -$46.4K -1,016 -8%
ACM
586
Argyle Capital Management
Pennsylvania
$412K
VI
587
Versor Investments
New York
$411K +$548K +11,997 New
QI
588
Qtron Investments
Massachusetts
$409K -$300K -6,555 -35%
WT
589
Washington Trust
Rhode Island
$408K -$203K -4,435 -27%
ATI
590
Act Two Investors
California
$407K
AWA
591
ARS Wealth Advisors
Florida
$402K +$183 +4 +0%
CI
592
Conning Inc
Connecticut
$401K -$16K -350 -3%
NWP
593
Northstar Wealth Partners
Connecticut
$400K
PWLP
594
Prio Wealth Limited Partnership
Massachusetts
$399K
DIM
595
DC Investments Management
Virginia
$399K +$124K +2,722 +30%
ST
596
Spinnaker Trust
Maine
$394K -$2.74K -60 -0.5%
Lido Advisors
597
Lido Advisors
California
$393K +$21.6K +472 +4%
WTC
598
WhitTier Trust Company
Nevada
$392K -$17.6K -386 -3%
SMM
599
Stadion Money Management
Georgia
$392K -$3.2K -70 -0.6%
MFAM
600
Motley Fool Asset Management
Virginia
$391K -$52.1K -1,139 -9%

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.