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940 hedge funds and large institutions have $17.3B invested in Aflac in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 286 increasing their positions, 390 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $109M | Put options by funds: $99.7M

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.75% less ownership

Funds ownership: 67.58%66.83% (-0.75%)

1% less capital invested

Capital invested by funds: $17.4B → $17.3B (-$163M)

3% less funds holding

Funds holding: 966940 (-26)

20% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 87

27% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 390

Holders
940
Holders Change
-26
Holders Change %
-2.69%
% of All Funds
18.97%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
70
Increased
286
Reduced
390
Closed
87
Calls
$109M
Puts
$99.7M
Net Calls
+$9.63M
Net Calls Change
-$69.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
701
Empirical Wealth Management
Washington
$259K +$28.4K +780 +12%
SFA
702
Sequoia Financial Advisors
Ohio
$258K +$14.7K +405 +6%
APP
703
Avantax Planning Partners
Iowa
$256K -$20.9K -574 -8%
CCA
704
Cobblestone Capital Advisors
New York
$256K
HC
705
Hendley & Co
Ohio
$256K +$256K +7,033 New
SWA
706
Sutton Wealth Advisors
Florida
$255K -$255 -7 -0.1%
IP
707
Investment Partners
Ohio
$255K +$1.57K +43 +0.6%
OSAM
708
O'Shaughnessy Asset Management
Connecticut
$252K +$61.2K +1,680 +32%
SFSG
709
Stearns Financial Services Group
North Carolina
$249K
CFG
710
Capstone Financial Group
Oklahoma
$249K +$25.2K +693 +12%
GIA
711
GHP Investment Advisors
Colorado
$247K
PA
712
Parallel Advisors
California
$246K +$60.4K +1,659 +32%
SSWM
713
Smith Salley Wealth Management
North Carolina
$245K -$619 -17 -0.3%
NHC
714
Nicholas Hoffman & Company
Georgia
$244K +$244K +6,714 New
AWA
715
Acorn Wealth Advisors
Michigan
$243K
HWMG
716
Hurlow Wealth Management Group
Indiana
$237K -$50K -1,372 -17%
FANJ
717
Financial Architects (New Jersey)
New Jersey
$236K -$44.6K -1,224 -16%
FLI
718
Family Legacy Inc
South Carolina
$236K
CAM
719
Carret Asset Management
New York
$235K -$3.64K -100 -2%
MCM
720
MAI Capital Management
Ohio
$235K +$235K +6,455 New
PCM
721
Palisade Capital Management
New Jersey
$233K -$113K -3,100 -33%
CDH
722
Charles D. Hyman
$233K -$31.6K -869 -12%
WCWM
723
Willow Creek Wealth Management
California
$232K
Fiera Capital (Canada)
724
Fiera Capital (Canada)
Quebec, Canada
$232K +$692 +19 +0.3%
PWW
725
Pettyjohn Wood & White
Virginia
$232K +$3.02K +83 +1%

AFL Hedge Fund Activity: Q3 2020 in Review

940 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q3 2020, worth a combined $17.3B — down 0.94% from $17.4B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of AFL and 70 opened new positions — a net loss of 17 holders — while 390 trimmed existing stakes and 286 added.

The largest buyer was Morgan Stanley, adding an estimated $73.4M. The largest seller was Citadel Advisors, cutting an estimated $98M.

  • 940 institutional investors held Aflac (AFL) as of Q3 2020, down from 966 in Q2 2020.
  • Funds reported $17.3B of Aflac stock for Q3 2020, down 0.94% quarter-over-quarter.
  • 70 funds opened new Aflac positions in Q3 2020 and 87 closed out, a net change of -17 holders.
  • The largest Aflac buyer in Q3 2020 was Morgan Stanley, an estimated $73.4M added.
  • The largest Aflac seller in Q3 2020 was Citadel Advisors, an estimated $98M sold.

Based on aggregated 13F filings for Q3 2020.