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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
Russell Investments Group
51
Russell Investments Group
United Kingdom
$82.5M +$2.66M +50,077 +3%
CS
52
Credit Suisse
Switzerland
$82.1M +$20.9M +393,412 +34%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$80.7M +$873K +16,447 +1%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$78.6M -$817K -15,400 -1%
UBS Group
55
UBS Group
Switzerland
$74.8M +$13.1M +246,784 +21%
Deutsche Bank
56
Deutsche Bank
Germany
$71.6M -$28.3M -532,449 -28%
First Trust Advisors
57
First Trust Advisors
Illinois
$67.6M +$5.16M +97,295 +8%
PAMU
58
Pictet Asset Management (UK)
United Kingdom
$66.6M +$448K +8,441 +0.7%
EVM
59
Eaton Vance Management
Massachusetts
$66.1M -$2.6M -49,071 -4%
SF
60
Synovus Financial
Georgia
$65.7M -$388K -7,313 -0.6%
PI
61
PGGM Investments
Netherlands
$65.1M -$39.9M -751,811 -38%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
62
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$63M +$63.2M +1,190,782 New
GT
63
Glenmede Trust
Pennsylvania
$62.4M -$2.39M -45,109 -4%
Prudential Financial
64
Prudential Financial
New Jersey
$61.9M -$41.3M -777,618 -40%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$59.9M -$1.67M -31,495 -3%
Citigroup
66
Citigroup
New York
$59.2M +$12.2M +229,516 +26%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$58.5M -$25M -471,591 -30%
MAMU
68
Marathon Asset Management (UK)
United Kingdom
$58M -$4.39M -82,684 -7%
Principal Financial Group
69
Principal Financial Group
Iowa
$57.3M -$1.11M -20,904 -2%
AII
70
AGF Investments Inc
Ontario, Canada
$55.3M +$5.33M +100,331 +11%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$55.3M -$209K -3,940 -0.4%
H
72
Hexavest
Quebec, Canada
$55.2M -$18M -338,924 -25%
Wellington Management Group
73
Wellington Management Group
Massachusetts
$54.7M -$5.38M -101,275 -9%
National Pension Service
74
National Pension Service
South Korea
$52.8M -$1.38M -26,021 -3%
TD Asset Management
75
TD Asset Management
Ontario, Canada
$52.5M +$2.19M +41,257 +4%

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.