We are live on ! Find out more

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
CS
601
Capital Square
Tennessee
$391K +$521K +11,410 New
AT
602
Arden Trust
Delaware
$390K -$130K -2,847 -20%
JIC
603
Joel Isaacson & Co
New York
$388K -$15.5K -340 -3%
SFG
604
SevenBridge Financial Group
Pennsylvania
$386K -$38.7K -847 -7%
BOTW
605
Bank of the West
California
$385K -$121K -2,648 -19%
CWM
606
Chesapeake Wealth Management
Virginia
$385K -$15.8K -345 -3%
IIM
607
Ipswich Investment Management
Massachusetts
$384K -$5.71K -125 -1%
VWM
608
Venturi Wealth Management
Texas
$382K +$209K +4,579 +69%
SL
609
Stevard LLC
Illinois
$377K
ATC
610
Argent Trust Co
Tennessee
$376K -$4.66K -102 -0.9%
CFG
611
Citizens Financial Group
Rhode Island
$375K -$84.7K -1,853 -14%
ACWM
612
Adams Chetwood Wealth Management
North Carolina
$375K -$6.95K -152 -1%
MA
613
MUFG Americas
New York
$374K -$2.29K -50 -0.5%
CL
614
CIM LLC
New York
$374K +$46K +1,006 +10%
RMC
615
Resources Management Corp
Connecticut
$372K -$34.3K -750 -6%
PM
616
Parametrica Management
Hong Kong
$371K +$495K +10,824 New
HBT
617
Hills Bank & Trust
Iowa
$370K -$55.5K -1,215 -10%
MYLI
618
Meiji Yasuda Life Insurance
Japan
$369K -$29.8K -653 -6%
MAM
619
Meeder Asset Management
Ohio
$368K +$25.6K +561 +6%
TAIM
620
TD Ameritrade Investment Management
Nebraska
$366K -$225K -4,931 -32%
CT
621
Columbia Trust
Oregon
$366K -$97.2K -2,127 -17%
FA
622
FDx Advisors
Illinois
$364K +$66.9K +1,463 +16%
ATPW
623
Ashton Thomas Private Wealth
Arizona
$363K +$140K +3,064 +41%
SF
624
Symphony Financial
Texas
$359K +$453K +9,908 New
MYAM
625
Meiji Yasuda Asset Management
Japan
$355K -$2.02M -44,118 -81%

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.