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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
EFSCE
801
Enterprise Financial Services Corp (EFSC)
Missouri
$91K -$16.3K -447 -15%
T
802
TOBAM
France
$91K +$91.2K +2,504 New
SCM
803
Silvant Capital Management
Georgia
$89K
FWM
804
Focused Wealth Management
New York
$87K
MHR
805
Matthew Hamilton Rosenberg
$86K
HDIM
806
Hanson & Doremus Investment Management
Vermont
$85K
APA
807
American Portfolios Advisors
New York
$84.8K +$36 +1 +0%
FMTCOCP
808
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$84K
NFG
809
Next Financial Group
Texas
$80K +$80.1K +2,200 New
CCA
810
Column Capital Advisors
Indiana
$74K
BCM
811
Blume Capital Management
California
$73K
ONST
812
Old North State Trust
North Carolina
$72K +$71.9K +1,974 New
OSNBOA
813
Old Second National Bank of Aurora
Illinois
$70K
PCG
814
Private Capital Group
Connecticut
$68K -$1.27K -35 -2%
SFPG
815
Stonebridge Financial Planning Group
Florida
$65K +$255 +7 +0.4%
CHAM
816
Clear Harbor Asset Management
Connecticut
$64.3K +$64.5K +1,770 New
SIS
817
Sound Income Strategies
Florida
$64K +$36 +1 +0.1%
AIM
818
AIA Investment Management
Singapore
$64K +$23.8K +654 +59%
GRP
819
Global Retirement Partners
California
$62K -$6.55K -180 -10%
CAL
820
Capital Advisors Ltd
Ohio
$62K
FHA
821
Flagship Harbor Advisors
Massachusetts
$61K -$18.2K -500 -23%
AF
822
Allworth Financial
California
$61K
TF
823
Tompkins Financial
New York
$61K
SWM
824
Sugarloaf Wealth Management
Georgia
$57K +$36 +1 +0.1%
SIAP
825
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$55K

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.