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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
MC
626
Moors & Cabot
Massachusetts
$644K +$42K +791 +7%
SFG
627
SevenBridge Financial Group
Pennsylvania
$641K -$7.11K -134 -1%
CI
628
Conning Inc
Connecticut
$639K -$35.8M -674,082 -98%
ACM
629
Argyle Capital Management
Pennsylvania
$636K
HBT
630
Hills Bank & Trust
Iowa
$635K -$531 -10 -0.1%
ATI
631
Act Two Investors
California
$629K
PWMAG
632
Pinnacle Wealth Management Advisory Group
New Jersey
$629K +$17.6K +331 +3%
WTC
633
WhitTier Trust Company
Nevada
$627K -$9.55K -180 -1%
RF
634
RHS Financial
California
$626K
TU
635
TDAM USA
Ontario, Canada
$620K -$465K -8,765 -43%
AWA
636
ARS Wealth Advisors
Florida
$620K +$159 +3 +0%
JIC
637
Joel Isaacson & Co
New York
$618K
NWP
638
Northstar Wealth Partners
Connecticut
$618K
BCM
639
Brookstone Capital Management
Illinois
$618K +$12.4K +233 +2%
PA
640
Parallel Advisors
California
$618K +$29K +547 +5%
PWLP
641
Prio Wealth Limited Partnership
Massachusetts
$616K
CWM
642
Chesapeake Wealth Management
Virginia
$614K -$105K -1,973 -15%
RMC
643
Resources Management Corp
Connecticut
$614K
ST
644
Spinnaker Trust
Maine
$612K -$5.1K -96 -0.8%
SS
645
Sunbelt Securities
Texas
$612K -$4.46K -84 -0.7%
AAS
646
Avantax Advisory Services
Texas
$611K +$206K +3,877 +51%
ECM
647
ETrade Capital Management
Virginia
$610K -$179K -3,375 -23%
SMM
648
Stadion Money Management
Georgia
$609K -$155K -2,914 -20%
DCM
649
Dupont Capital Management
Delaware
$608K +$158K +2,978 +35%
BRWA
650
B. Riley Wealth Advisors
Florida
$607K +$16.8K +317 +3%

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.