We are live on ! Find out more

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
IAA
701
Ironsides Asset Advisors
North Carolina
$491K
PFS
702
Physicians Financial Services
North Carolina
$489K -$31.8K -600 -6%
NB
703
Nicolet Bankshares
Wisconsin
$484K -$3.98K -75 -0.8%
FA
704
FDx Advisors
Illinois
$484K +$70.6K +1,330 +17%
EI
705
Ethic Inc
New York
$482K +$483K +9,108 New
ACA
706
Ackerman Capital Advisors
Texas
$476K
DI
707
Diligent Investors
California
$476K
DIM
708
DC Investments Management
Virginia
$472K -$15K -283 -3%
RIM
709
Rampart Investment Management
Connecticut
$472K +$21K +396 +5%
IPW
710
Inlet Private Wealth
Florida
$471K
LWAC
711
Laurel Wealth Advisors (California)
California
$468K -$23K -433 -5%
WSC
712
Wellington Shields & Co
New York
$468K +$470K +8,856 New
VFA
713
Valeo Financial Advisors
Indiana
$464K -$16.5K -310 -3%
RCM
714
RNC Capital Management
California
$462K
JG
715
Jefferies Group
New York
$461K +$170K +3,212 +58%
MCM
716
Manchester Capital Management
Vermont
$460K
HWMG
717
Hurlow Wealth Management Group
Indiana
$458K
PP
718
Parplus Partners
New York
$458K +$459K +8,649 New
APP
719
Avantax Planning Partners
Iowa
$456K +$6K +113 +1%
SW
720
SkyOak Wealth
Michigan
$456K +$458K +8,622 New
CBU
721
CIBC Bank USA
Illinois
$455K
HF
722
HRT Financial
New York
$455K +$151K +2,837 +49%
SNT
723
Security National Trust
West Virginia
$451K
ACP
724
Aviance Capital Partners
Florida
$450K -$23.1K -435 -5%
ST
725
Sabal Trust
Florida
$445K -$30.4M -572,697 -99%

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.