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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
PVWM
776
Point View Wealth Management
New Jersey
$362K +$8.49K +160 +2%
HSWM
777
Hubbell Strickland Wealth Management
Louisiana
$361K +$743 +14 +0.2%
AIC
778
Archer Investment Corporation
Indiana
$360K
WCWM
779
Willow Creek Wealth Management
California
$355K
CFG
780
Capstone Financial Group
Oklahoma
$355K +$356K +6,707 New
GWM
781
Geneos Wealth Management
Colorado
$354K
AWP
782
Ascent Wealth Partners
New York
$353K
CG
783
Caprock Group
Idaho
$353K +$9.55K +180 +3%
RHBC
784
R.H. Bluestein & Co
Michigan
$352K +$353K +6,650 New
AWA
785
Acorn Wealth Advisors
Michigan
$351K
IWM
786
IHT Wealth Management
Illinois
$351K +$353K +6,644 New
SSWM
787
Smith Salley Wealth Management
North Carolina
$350K -$15K -283 -4%
VWM
788
Venturi Wealth Management
Texas
$349K -$9.24K -174 -3%
BAM
789
Berkshire Asset Management
Pennsylvania
$347K -$94.2K -1,774 -21%
CAM
790
Carret Asset Management
New York
$347K -$13.3K -250 -4%
BFM
791
Boston Financial Management
Massachusetts
$345K
Fayez Sarofim & Co
792
Fayez Sarofim & Co
Texas
$341K +$342K +6,446 New
PWW
793
Pettyjohn Wood & White
Virginia
$338K
SFSG
794
Stearns Financial Services Group
North Carolina
$334K
CRC
795
Curi RMB Capital
Illinois
$330K -$743 -14 -0.2%
MAA
796
Matrix Asset Advisors
New York
$328K
SFA
797
Sequoia Financial Advisors
Ohio
$328K +$8.12K +153 +3%
NAM
798
North American Management
Massachusetts
$326K -$20.4K -385 -6%
CAM
799
Cresset Asset Management
Illinois
$323K -$33.6K -633 -9%
FANJ
800
Financial Architects (New Jersey)
New Jersey
$323K

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.