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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
FAN
701
Financial Advisors Network
California
$253K +$338K +7,400 New
ACM
702
Allred Capital Management
Texas
$252K -$9.37K -205 -3%
BB
703
Busey Bank
Illinois
$251K
BCM
704
Bienville Capital Management
New York
$249K
CAM
705
Cresset Asset Management
Illinois
$249K +$53.2K +1,165 +19%
OIA
706
OneDigital Investment Advisors
Kansas
$249K +$65.9K +1,442 +25%
EI
707
Ethic Inc
New York
$248K -$85.6K -1,874 -21%
CG
708
Colony Group
Massachusetts
$248K -$52.1K -1,139 -14%
CDH
709
Charles D. Hyman
$247K -$12.8K -280 -4%
TA
710
Tiedemann Advisors
New York
$247K -$9.14K -200 -3%
Fiera Capital (Canada)
711
Fiera Capital (Canada)
Quebec, Canada
$247K +$9.32K +204 +3%
CG
712
Caprock Group
Idaho
$247K +$24.8K +542 +8%
GFPC
713
Global Financial Private Client
Florida
$247K -$248K -5,435 -41%
IB
714
Intrust Bank
Kansas
$246K -$592K -12,944 -64%
LFAS
715
Level Four Advisory Services
Texas
$245K -$30.4K -666 -8%
BCM
716
Bayesian Capital Management
New York
$243K -$197K -4,300 -38%
CCA
717
Cobblestone Capital Advisors
New York
$242K -$151K -3,300 -32%
LNB
718
Ledyard National Bank
$242K -$34.7K -760 -10%
SWA
719
Sutton Wealth Advisors
Florida
$240K +$457 +10 +0.1%
SFA
720
Sequoia Financial Advisors
Ohio
$239K +$35.8K +784 +13%
HAG
721
HighPoint Advisor Group
Illinois
$238K -$66.5K -1,456 -18%
IP
722
Investment Partners
Ohio
$237K +$1.6K +35 +0.5%
AWA
723
Acorn Wealth Advisors
Michigan
$234K -$1.1K -24 -0.4%
CFGS
724
Concourse Financial Group Securities
Alabama
$234K +$312K +6,830 New
GIA
725
GHP Investment Advisors
Colorado
$233K -$36.4K -797 -10%

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.