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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
FCFC
826
First Citizens Financial Corp
Iowa
$288K +$289K +5,450 New
AW
827
Alpha Windward
Massachusetts
$287K -$902 -17 -0.3%
SW
828
SlateStone Wealth
Florida
$286K
TYCC
829
Texas Yale Capital Corp
Florida
$286K
DWT
830
Dorsey & Whitney Trust
South Dakota
$286K +$75.9K +1,430 +36%
APG
831
Abacus Planning Group
South Carolina
$285K
SWM
832
SeaCrest Wealth Management
New York
$285K +$286K +5,380 New
MIC
833
Means Investment Company
Maine
$283K +$159 +3 +0.1%
MMA
834
Miracle Mile Advisors
California
$281K
CRCM
835
Corbett Road Capital Management
Virginia
$280K +$281K +5,287 New
RWA
836
Ropes Wealth Advisors
Massachusetts
$279K -$1.32M -24,900 -83%
SCM
837
Shelton Capital Management
Colorado
$277K -$33.6K -633 -11%
PGFC
838
Peapack-Gladstone Financial Corp
New Jersey
$274K -$4.41K -83 -2%
GHA
839
GW Henssler & Associates
Georgia
$273K -$11.6K -218 -4%
OPS
840
Orion Portfolio Solutions
Nebraska
$273K +$274K +5,155 New
CCM
841
Covington Capital Management
California
$272K
FCI
842
Financial Counselors Inc
Kansas
$268K
BPB
843
Badgley, Phelps & Bell
Washington
$266K -$5.31K -100 -2%
WAP
844
Wealthcare Advisory Partners
Pennsylvania
$265K +$1.27K +24 +0.5%
LBA
845
Lowell Blake & Associates
Massachusetts
$265K +$265K +5,000 New
NBG
846
Nancy B. Gardiner
$264K
EMG
847
ETF Managers Group
New Jersey
$263K +$61.7K +1,163 +30%
EDRIA
848
Edmonds Duncan Registered Investment Advisors
Kansas
$262K
BG
849
Bollard Group
Massachusetts
$261K +$1.33K +25 +0.5%
BS
850
Boenning & Scattergood
Pennsylvania
$261K +$21.6K +406 +9%

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.