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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
PMFA
826
Plante Moran Financial Advisors
Michigan
$51K +$983 +27 +2%
CFB
827
Cullen/Frost Bankers
Texas
$49K -$57.8K -1,587 -54%
SFSIG
828
San Francisco Sentry Investment Group
California
$47K -$12.7K -350 -21%
FFA
829
Founders Financial Alliance
North Carolina
$46K +$45.8K +1,258 New
AWMS
830
Advocacy Wealth Management Services
Georgia
$44K
CFG
831
CKW Financial Group
Hawaii
$44K
FNBOSM
832
First National Bank of South Miami
Florida
$44K
ZB
833
Zions Bancorporation
Utah
$44K
SBL
834
Sargent Bickham Lagudis
Colorado
$44K +$291 +8 +0.7%
CI
835
CX Institutional
Indiana
$44K +$27.9K +765 +173%
JIR
836
James Investment Research
Ohio
$43K -$524K -14,383 -92%
SIM
837
Sonora Investment Management
Arizona
$43K
CFFP
838
Center for Financial Planning
Michigan
$40K
BCM
839
Bourgeon Capital Management
Connecticut
$40K +$328 +9 +0.8%
PCM
840
Penserra Capital Management
California
$40K +$4.81K +132 +13%
PWMG
841
Prestige Wealth Management Group
New Jersey
$40K +$16.6K +455 +70%
MA
842
MCF Advisors
Kentucky
$39K
TSW
843
Thompson Siegel & Walmsley
Virginia
$37K
BBA
844
Braun-Bostich & Associates
Pennsylvania
$33K -$25.1K -689 -43%
RTC
845
Riverview Trust Company
Washington
$32K
BCA
846
Berman Capital Advisors
Georgia
$32K +$7.65K +210 +31%
FP
847
Financial Perspectives
Minnesota
$31.4K
CFO
848
CVA Family Office
Colorado
$31K
CA
849
Crewe Advisors
Utah
$30K +$2.26K +62 +8%
MAM
850
Marquette Asset Management
Minnesota
$29K

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.