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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
CAL
801
Capital Analysts LLC
Pennsylvania
$91K -$914 -20 -0.7%
Parallax Volatility Advisers
802
Parallax Volatility Advisers
California
$89K -$4.36M -95,302 -97%
PCA
803
Personal Capital Advisors
California
$88K +$772K +16,900 New
KFI
804
Key Financial Inc
Pennsylvania
$87K +$109K +2,387 New
MA
805
MCF Advisors
Kentucky
$86K
DWM
806
Darwin Wealth Management
Florida
$84K -$2.42M -52,936 -96%
SCM
807
Silvant Capital Management
Georgia
$84K
H
808
Hexavest
Quebec, Canada
$83K -$47.6M -1,041,476 -100%
EIP
809
Ellis Investment Partners
Pennsylvania
$82K
FWM
810
Focused Wealth Management
New York
$82K
PFSC
811
Peoples Financial Services Corp
Pennsylvania
$82K
CAC
812
Certified Advisory Corp
Florida
$81K
HDIM
813
Hanson & Doremus Investment Management
Vermont
$80K
FMTCOCP
814
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$79K
SL
815
Salomon & Ludwin
Virginia
$78K -$46 -1 -0%
FMT
816
First Mercantile Trust
Tennessee
$78K +$11.1K +242 +12%
APA
817
American Portfolios Advisors
New York
$77.3K -$19.4K -425 -16%
PA
818
Procyon Advisors
Connecticut
$72K +$3.61K +79 +4%
CCA
819
Column Capital Advisors
Indiana
$69K -$9.14K -200 -9%
BCM
820
Blume Capital Management
California
$68K
AF
821
Allworth Financial
California
$67K +$46 +1 +0.1%
CCM
822
Cox Capital Management
Massachusetts
$67K +$57.9K +1,266 New
OC
823
Oakworth Capital
Alabama
$66K -$13.7K -300 -13%
SFPG
824
Stonebridge Financial Planning Group
Florida
$66K -$8.87K -194 -10%
DCM
825
Davis Capital Management
Florida
$66K +$88.7K +1,941 New

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.