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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
FWIA
751
Fort Washington Investment Advisors
Ohio
$210K -$6.75M -147,589 -96%
SWM
752
SeaCrest Wealth Management
New York
$210K +$33.8K +740 +14%
ST
753
Sabal Trust
Florida
$209K -$104K -2,280 -27%
HCM
754
HMS Capital Management
Tennessee
$207K -$805K -17,605 -74%
HCA
755
Horan Capital Advisors
Ohio
$207K
HR
756
Hayden Royal
North Carolina
$207K +$4.89K +107 +2%
CFG
757
Capstone Financial Group
Oklahoma
$205K -$32.6K -714 -11%
FMLI
758
Fukoku Mutual Life Insurance
Japan
$205K
FMWA
759
Forvis Mazars Wealth Advisors
Missouri
$203K +$2.38K +52 +0.9%
NFG
760
Nations Financial Group
Iowa
$202K -$309K -6,771 -53%
CCA
761
Checchi Capital Advisers
California
$202K -$52.2K -1,142 -16%
PP
762
Patten & Patten
Tennessee
$202K -$3.66K -80 -1%
PB
763
Pinnacle Bancorp
Nebraska
$202K
SW
764
SlateStone Wealth
Florida
$201K +$21.3K +466 +9%
EMG
765
ETF Managers Group
New Jersey
$201K +$26K +568 +11%
PL
766
Plancorp LLC
Missouri
$200K +$5.94K +130 +2%
EP
767
Eudaimonia Partners
Tennessee
$199K -$94.7K -2,072 -26%
RIM
768
Rampart Investment Management
Connecticut
$189K -$156K -3,423 -38%
BFM
769
Boston Financial Management
Massachusetts
$184K -$52.1K -1,140 -17%
AW
770
Alpha Windward
Massachusetts
$182K -$5.35K -117 -2%
CCM
771
Covington Capital Management
California
$176K
TL
772
TrueWealth LLC
Georgia
$167K -$1.19K -26 -0.5%
WAP
773
Wealthcare Advisory Partners
Pennsylvania
$164K -$9.78K -214 -4%
PI
774
PEAK6 Investments
Illinois
$163K +$218K +4,769 New
First Manhattan
775
First Manhattan
New York
$161K

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.