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940 hedge funds and large institutions have $17.3B invested in Aflac in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 286 increasing their positions, 390 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $109M | Put options by funds: $99.7M

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.75% less ownership

Funds ownership: 67.58%66.83% (-0.75%)

1% less capital invested

Capital invested by funds: $17.4B → $17.3B (-$163M)

3% less funds holding

Funds holding: 966940 (-26)

20% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 87

27% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 390

Holders
940
Holders Change
-26
Holders Change %
-2.69%
% of All Funds
18.97%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
70
Increased
286
Reduced
390
Closed
87
Calls
$109M
Puts
$99.7M
Net Calls
+$9.63M
Net Calls Change
-$69.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RB
601
Rodgers Brothers
Pennsylvania
$378K +$9.1K +250 +2%
CFD
602
Creative Financial Designs
Indiana
$378K +$362K +9,941 +2,124%
PSUF
603
People's United Financial
Connecticut
$377K -$50.3K -1,382 -12%
DT
604
Diversified Trust
Tennessee
$377K +$128K +3,524 +51%
ACWM
605
Adams Chetwood Wealth Management
North Carolina
$376K +$255 +7 +0.1%
ET
606
Equitable Trust
Tennessee
$375K
HAIM
607
Hunter Associates Investment Management
Pennsylvania
$371K
MFS
608
Mirabella Financial Services
United Kingdom
$371K +$372K +10,218 New
SP
609
Symmetry Partners
Connecticut
$370K +$371K +10,185 New
AIP
610
Ameritas Investment Partners
Nebraska
$369K -$81.2K -2,230 -18%
CAM
611
Covenant Asset Management
New Jersey
$369K
TU
612
TDAM USA
Ontario, Canada
$368K +$9.72K +267 +3%
CWM
613
Chesapeake Wealth Management
Virginia
$367K -$37.7K -1,035 -9%
TFS
614
TrustCore Financial Services
Tennessee
$365K +$1.49K +41 +0.4%
BSW
615
Buckingham Strategic Wealth
Missouri
$359K -$57.1K -1,567 -14%
GFPC
616
Global Financial Private Client
Florida
$358K +$26.3K +721 +8%
MWM
617
Mission Wealth Management
California
$357K -$655 -18 -0.2%
Lido Advisors
618
Lido Advisors
California
$356K -$1.06K -29 -0.3%
MC
619
Moors & Cabot
Massachusetts
$352K -$7.28K -200 -2%
PLFAM
620
Pineno Levin & Ford Asset Management
Virginia
$352K
PT
621
Plimoth Trust
Massachusetts
$350K -$12.4K -340 -3%
WTC
622
WhitTier Trust Company
Nevada
$349K -$20.4K -560 -6%
BOTW
623
Bank of the West
California
$349K -$15.5K -426 -4%
CS
624
Capital Square
Tennessee
$347K -$59.5K -1,635 -15%
HIA
625
Harbor Investment Advisory
Maryland
$347K -$32.4K -889 -9%

AFL Hedge Fund Activity: Q3 2020 in Review

940 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q3 2020, worth a combined $17.3B — down 0.94% from $17.4B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of AFL and 70 opened new positions — a net loss of 17 holders — while 390 trimmed existing stakes and 286 added.

The largest buyer was Morgan Stanley, adding an estimated $73.4M. The largest seller was Citadel Advisors, cutting an estimated $98M.

  • 940 institutional investors held Aflac (AFL) as of Q3 2020, down from 966 in Q2 2020.
  • Funds reported $17.3B of Aflac stock for Q3 2020, down 0.94% quarter-over-quarter.
  • 70 funds opened new Aflac positions in Q3 2020 and 87 closed out, a net change of -17 holders.
  • The largest Aflac buyer in Q3 2020 was Morgan Stanley, an estimated $73.4M added.
  • The largest Aflac seller in Q3 2020 was Citadel Advisors, an estimated $98M sold.

Based on aggregated 13F filings for Q3 2020.