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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
IA
776
IndexIQ Advisors
New York
$181K +$108K +2,977 +150%
NSIM
777
North Star Investment Management
Illinois
$167K
MAM
778
Meeder Asset Management
Ohio
$162K +$14.1K +388 +10%
GI
779
Gradient Investments
Minnesota
$158K
GEA
780
Glen Eagle Advisors
New Jersey
$155K
SIA
781
Sit Investment Associates
Minnesota
$153K
FMB
782
Field & Main Bank
Kentucky
$151K -$1.82K -50 -1%
Loomis, Sayles & Company
783
Loomis, Sayles & Company
Massachusetts
$146K +$133K +3,648 +968%
NSB
784
Norway Savings Bank
Maine
$141K -$23.3K -640 -14%
CAL
785
Capital Analysts LLC
Pennsylvania
$139K +$48.3K +1,325 +53%
APW
786
Acima Private Wealth
Virginia
$132K
KCM
787
Kathmere Capital Management
Pennsylvania
$125K +$125K +3,434 New
HB
788
Horizon Bancorp
Indiana
$123K
NIM
789
NuWave Investment Management
New Jersey
$117K +$55.7K +1,529 +90%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
790
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$115K +$115K +3,156 New
OC
791
Oakworth Capital
Alabama
$111K
LFG
792
LifePlan Financial Group
Ohio
$111K +$838 +23 +0.8%
H
793
Hexavest
Quebec, Canada
$108K +$19.7K +540 +22%
ST
794
Smithfield Trust
Pennsylvania
$105K -$6.55K -180 -6%
AWM
795
Avior Wealth Management
Nebraska
$102K +$4.15K +114 +4%
Parallax Volatility Advisers
796
Parallax Volatility Advisers
California
$99K -$243K -6,663 -71%
CAM
797
CenterStar Asset Management
Illinois
$98K
EI
798
Ellevest Inc
New York
$98K +$17.3K +476 +21%
CIA
799
CSat Investment Advisory
Michigan
$96K +$9.94K +273 +11%
EIP
800
Ellis Investment Partners
Pennsylvania
$94K

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.