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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
PCG
826
Private Capital Group
Connecticut
$65K -$6.12K -134 -7%
CI
827
CX Institutional
Indiana
$62K +$7.68K +168 +10%
ClearBridge Investments
828
ClearBridge Investments
New York
$61K -$1K -22 -1%
CIA
829
CSat Investment Advisory
Michigan
$60K +$8.59K +188 +12%
BBA
830
Braun-Bostich & Associates
Pennsylvania
$58K
CAL
831
Capital Advisors Ltd
Ohio
$58K
SFSIG
832
San Francisco Sentry Investment Group
California
$57K -$173K -3,791 -70%
TF
833
Tompkins Financial
New York
$57K -$14K -307 -16%
BL
834
Balentine LLC
Georgia
$55K -$26.7K -584 -27%
SCA
835
Stonebridge Capital Advisors
Minnesota
$55K -$3.88K -85 -5%
TSW
836
Thompson Siegel & Walmsley
Virginia
$55K
SWM
837
Sugarloaf Wealth Management
Georgia
$54K +$46 +1 +0.1%
FHA
838
Flagship Harbor Advisors
Massachusetts
$53K -$9.28K -203 -12%
SIAP
839
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$51K
IUHSA
840
Itau Unibanco Holding S.A.
Brazil
$48K -$7.4K -162 -10%
PMFA
841
Plante Moran Financial Advisors
Michigan
$48K +$320 +7 +0.5%
GRP
842
Global Retirement Partners
California
$45K +$5.67K +124 +10%
ZB
843
Zions Bancorporation
Utah
$42K -$20.6K -451 -27%
ADL
844
Asset Dedication LLC
California
$41K -$24.5K -535 -31%
SBL
845
Sargent Bickham Lagudis
Colorado
$41K +$1.46K +32 +3%
NICM
846
Neo Ivy Capital Management
New York
$41K +$54.5K +1,193 New
MIFH
847
Migdal Insurance & Financial Holdings
Israel
$39K -$46.9K -1,026 -48%
CFG
848
CKW Financial Group
Hawaii
$39K
MHR
849
Matthew Hamilton Rosenberg
$39K +$51.3K +1,122 New
AWMS
850
Advocacy Wealth Management Services
Georgia
$38K

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.