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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
AIC
726
Archer Investment Corporation
Indiana
$233K
KM
727
Kalos Management
Georgia
$233K +$302K +6,597 New
CGL
728
Clarius Group LLC
Washington
$232K +$111K +2,428 +56%
OMC
729
Old Mission Capital
Illinois
$229K +$306K +6,688 New
AWP
730
Ascent Wealth Partners
New York
$228K -$1.46K -32 -0.5%
BAM
731
Berkshire Asset Management
Pennsylvania
$228K +$4.98K +109 +2%
CG
732
Cutler Group
California
$226K +$95K +2,079 +46%
RMCM
733
Reynders McVeigh Capital Management
Massachusetts
$225K -$339K -7,420 -53%
PVWM
734
Point View Wealth Management
New Jersey
$225K -$12K -262 -4%
CAM
735
Carret Asset Management
New York
$225K
CYG
736
Clean Yield Group
Vermont
$224K -$17.3K -378 -5%
SSWM
737
Smith Salley Wealth Management
North Carolina
$224K -$3.47K -76 -1%
FLI
738
Family Legacy Inc
South Carolina
$223K +$22.9K +500 +8%
TAM
739
Tradition Asset Management
Virginia
$222K -$183K -4,000 -38%
QT
740
Quantamental Technologies
New York
$222K +$297K +6,495 New
Fayez Sarofim & Co
741
Fayez Sarofim & Co
Texas
$221K
PGFC
742
Peapack-Gladstone Financial Corp
New Jersey
$220K +$56.4K +1,234 +24%
LOAME
743
Lombard Odier Asset Management (Europe)
United Kingdom
$219K -$77.7K -1,701 -21%
PWW
744
Pettyjohn Wood & White
Virginia
$219K
WCWM
745
Willow Creek Wealth Management
California
$218K -$15.1K -330 -5%
SFSG
746
Stearns Financial Services Group
North Carolina
$216K
WBC
747
West Branch Capital
Massachusetts
$213K -$411K -8,999 -59%
CIAS
748
Capital Investment Advisory Services
North Carolina
$213K -$35.5K -776 -11%
MAA
749
Matrix Asset Advisors
New York
$212K
NAM
750
North American Management
Massachusetts
$211K

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.