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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
PT
676
Plimoth Trust
Massachusetts
$536K -$40.9K -770 -7%
MAFM
677
Mid Atlantic Financial Management
Pennsylvania
$536K -$2.44K -46 -0.5%
WP
678
WMS Partners
Maryland
$535K -$3.45K -65 -0.6%
CM
679
Columbus Macro
Pennsylvania
$532K -$36.7K -691 -6%
KFA
680
Krane Funds Advisors
New York
$531K -$13.1K -246 -2%
CL
681
CIM LLC
New York
$525K -$2.33K -44 -0.4%
WKWM
682
Walter & Keenan Wealth Management
Indiana
$522K
ECM
683
Evergreen Capital Management
Washington
$519K
CM
684
Cornerstone Management
Georgia
$519K
BFA
685
Beaumont Financial Advisors
Massachusetts
$513K -$1.01K -19 -0.2%
PLFAM
686
Pineno Levin & Ford Asset Management
Virginia
$512K -$159K -3,000 -24%
ESB
687
Essex Savings Bank
Connecticut
$512K -$5.1K -96 -1%
PAS
688
Park Avenue Securities
New York
$510K +$511K +9,632 New
CCM
689
Crabel Capital Management
California
$510K +$512K +9,646 New
MFG
690
Menard Financial Group
Texas
$505K +$506K +9,542 New
IAMOG
691
Investors Asset Management of Georgia
Georgia
$504K -$42.5K -800 -8%
PCM
692
Palisade Capital Management
New Jersey
$503K -$69K -1,300 -12%
GJIC
693
Gamble Jones Investment Counsel
California
$503K -$37.2K -700 -7%
SC
694
SRB Corp
Massachusetts
$503K +$43.4K +817 +9%
TC
695
Telemus Capital
Michigan
$501K -$4.25K -80 -0.8%
ST
696
Smithfield Trust
Pennsylvania
$500K -$4.78K -90 -0.9%
WB
697
WesBanco Bank
West Virginia
$496K
PNC
698
Park National Corp
Ohio
$494K -$42.5K -800 -8%
LWCFA
699
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$492K -$425 -8 -0.1%
GAAM
700
Guinness Atkinson Asset Management
California
$492K +$47.6K +896 +11%

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.