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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
SC
726
Scotia Capital
Ontario, Canada
$445K -$62.7K -1,181 -12%
TCWM
727
Total Clarity Wealth Management
Illinois
$445K +$446K +8,410 New
CG
728
Colony Group
Massachusetts
$444K +$85.8K +1,617 +24%
BCM
729
Becker Capital Management
Oregon
$443K -$28.7K -540 -6%
BP
730
Ballentine Partners
Massachusetts
$443K +$4.25K +80 +1%
WP
731
WealthShield Partners
North Carolina
$442K -$131K -2,470 -23%
LCP
732
Legacy Capital Partners
Wisconsin
$441K
RPC
733
Rossmore Private Capital
Connecticut
$436K
SCA
734
Snowden Capital Advisors
New York
$435K +$2.28K +43 +0.5%
OIA
735
Optimum Investment Advisors
Illinois
$434K +$199K +3,750 +84%
SHGA
736
Sand Hill Global Advisors
California
$430K +$6.69K +126 +2%
LOAME
737
Lombard Odier Asset Management (Europe)
United Kingdom
$428K
CTA
738
Chesley Taft & Associates
Illinois
$423K
GSBTD
739
Glenview State Bank Trust Department
Illinois
$423K
RI
740
Ridgewood Investments
New Jersey
$423K
HAG
741
HighPoint Advisor Group
Illinois
$422K +$73.7K +1,389 +21%
SBIA
742
Sheaff Brock Investment Advisors
Indiana
$421K +$106 +2 +0%
HB
743
Homrich & Berg
Georgia
$421K +$9.87K +186 +2%
EP
744
Eudaimonia Partners
Tennessee
$416K +$418K +7,873 New
CC
745
ClearArc Capital
Ohio
$414K -$177K -3,327 -30%
LFAS
746
Level Four Advisory Services
Texas
$414K +$36K +679 +9%
LNB
747
Ledyard National Bank
$414K +$44.6K +840 +12%
GEA
748
Glen Eagle Advisors
New Jersey
$411K +$119K +2,250 +41%
GIA
749
GHP Investment Advisors
Colorado
$402K -$265 -5 -0.1%
DT
750
Diversified Trust
Tennessee
$402K +$47.7K +899 +13%

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.