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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
BFS
651
Bradley Foster & Sargent
Connecticut
$320K -$221K -4,832 -34%
PNC
652
Park National Corp
Ohio
$320K
VFA
653
Valeo Financial Advisors
Indiana
$319K -$16.6K -363 -4%
LWCFA
654
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$319K
S
655
Seeyond
France
$318K -$444K -9,719 -26%
IAA
656
Ironsides Asset Advisors
North Carolina
$318K
PFS
657
Physicians Financial Services
North Carolina
$317K
PAG
658
Private Advisor Group
New Jersey
$316K -$186K -4,064 -31%
WB
659
WesBanco Bank
West Virginia
$316K -$6.03K -132 -1%
PT
660
Plimoth Trust
Massachusetts
$315K -$42.5K -930 -9%
MMG
661
Monetary Management Group
Missouri
$308K -$306K -6,700 -43%
BOH
662
Bank of Hawaii
Hawaii
$308K -$107K -2,340 -21%
DI
663
Diligent Investors
California
$308K
IPW
664
Inlet Private Wealth
Florida
$305K
PRC
665
Pearl River Capital
Michigan
$305K +$408K +8,921 New
WSC
666
Wellington Shields & Co
New York
$303K
BCM
667
Brookstone Capital Management
Illinois
$302K -$131K -2,865 -25%
RCM
668
RNC Capital Management
California
$299K
MCM
669
Manchester Capital Management
Vermont
$298K
LWAC
670
Laurel Wealth Advisors (California)
California
$296K -$9.92K -217 -2%
SW
671
SkyOak Wealth
Michigan
$295K
PWMAG
672
Pinnacle Wealth Management Advisory Group
New Jersey
$294K -$151K -3,314 -28%
ESB
673
Essex Savings Bank
Connecticut
$293K -$51.2K -1,121 -12%
SNT
674
Security National Trust
West Virginia
$293K
KA
675
Kintegral Advisory
New York
$292K +$43.6K +953 +13%

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.