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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
GEA
776
Glen Eagle Advisors
New Jersey
$161K -$141K -3,083 -40%
NSIM
777
North Star Investment Management
Illinois
$158K
NSB
778
Norway Savings Bank
Maine
$155K
GI
779
Gradient Investments
Minnesota
$149K +$195K +4,277 +5,153%
QCG
780
Quadrant Capital Group
Ohio
$148K -$150K -3,289 -44%
BG
781
Bollard Group
Massachusetts
$148K -$28.3K -620 -13%
SIA
782
Sit Investment Associates
Minnesota
$144K -$131K -2,875 -41%
FCA
783
FinTrust Capital Advisors
South Carolina
$139K -$10.6K -231 -5%
RWA
784
Ropes Wealth Advisors
Massachusetts
$136K -$58.9K -1,288 -24%
CFB
785
Cullen/Frost Bankers
Texas
$131K -$2.38K -52 -1%
IA
786
IFP Advisors
Florida
$131K +$9.1K +199 +6%
APW
787
Acima Private Wealth
Virginia
$125K
JFGIW
788
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$125K +$7.72K +169 +5%
IRC
789
Investors Research Corp
Georgia
$122K
SIS
790
Sound Income Strategies
Florida
$121K +$126K +2,751 +357%
AIM
791
AIA Investment Management
Singapore
$119K
HB
792
Horizon Bancorp
Indiana
$115K -$45.7K -1,000 -23%
NONA
793
Ninety One North America
New York
$108K -$1.7M -37,210 -92%
EWP
794
Engrave Wealth Partners
Texas
$108K
EFSCE
795
Enterprise Financial Services Corp (EFSC)
Missouri
$106K +$14.7K +321 +12%
CAGAS
796
Capital Advisory Group Advisory Services
Minnesota
$104K -$65.8K -1,440 -32%
LFG
797
LifePlan Financial Group
Ohio
$103K +$823 +18 +0.6%
OSNBOA
798
Old Second National Bank of Aurora
Illinois
$98K +$12.2K +268 +10%
ST
799
Smithfield Trust
Pennsylvania
$91K -$311K -6,805 -72%
NFG
800
Next Financial Group
Texas
$91K -$195K -4,258 -61%

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.