We are live on ! Find out more

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
LOAME
726
Lombard Odier Asset Management (Europe)
United Kingdom
$232K +$233K +6,393 New
BG
727
Bollard Group
Massachusetts
$231K -$29.4K -806 -11%
WT
728
Washington Trust
Rhode Island
$229K -$222K -6,100 -49%
FMWA
729
Forvis Mazars Wealth Advisors
Missouri
$229K -$2.8K -77 -1%
CYG
730
Clean Yield Group
Vermont
$228K -$7.28K -200 -3%
MAA
731
Matrix Asset Advisors
New York
$225K
PGFC
732
Peapack-Gladstone Financial Corp
New Jersey
$225K +$10.5K +287 +5%
BS
733
Boenning & Scattergood
Pennsylvania
$224K +$1.35K +37 +0.6%
GWM
734
Geneos Wealth Management
Colorado
$224K +$1.6K +44 +0.7%
LNB
735
Ledyard National Bank
$223K
S
736
SimplyRich
California
$223K +$6.55K +180 +3%
EF
737
Empirical Finance
Pennsylvania
$223K +$223K +6,126 New
Fayez Sarofim & Co
738
Fayez Sarofim & Co
Texas
$222K -$12.6K -346 -5%
SWM
739
SeaCrest Wealth Management
New York
$222K -$2.8K -77 -1%
CAM
740
Cresset Asset Management
Illinois
$222K +$19.6K +537 +10%
HCA
741
Horan Capital Advisors
Ohio
$220K
SC
742
Savant Capital
Illinois
$219K -$7.68K -211 -3%
FMLI
743
Fukoku Mutual Life Insurance
Japan
$218K
O
744
Ossiam
France
$216K -$279K -7,649 -56%
ST
745
Sabal Trust
Florida
$215K
CSPIA
746
Cary Street Partners Investment Advisory
Virginia
$215K +$216K +5,921 New
NFG
747
Nations Financial Group
Iowa
$214K
NB
748
Northwest Bancshares
Pennsylvania
$213K -$291 -8 -0.1%
WKWM
749
Walter & Keenan Wealth Management
Indiana
$213K
IMRF
750
Illinois Municipal Retirement Fund
Illinois
$212K -$218K -5,981 -51%

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.