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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
PWPS
851
Pinnacle Wealth Planning Services
Ohio
$261K +$263K +4,947 New
CSS
852
Cubist Systematic Strategies
Connecticut
$260K -$4.75M -89,457 -95%
HTHT
853
Hemenway Trust Hemenway Trust
New Hampshire
$259K
TL
854
TrueWealth LLC
Georgia
$259K
RWP
855
RWA Wealth Partners
Massachusetts
$258K +$259K +4,876 New
BPA
856
Beacon Pointe Advisors
California
$256K +$256K +4,829 New
FBT
857
First Bankers Trust
Kentucky
$255K
WMC
858
Westwood Management Corporation
Illinois
$254K
NHC
859
Nicholas Hoffman & Company
Georgia
$254K +$53 +1 +0%
GC
860
Gilbert & Cook
Iowa
$254K +$29.5K +555 +13%
DMC
861
Drexel Morgan & Co
Pennsylvania
$253K
SC
862
Savant Capital
Illinois
$253K +$8.07K +152 +3%
GC
863
Grimes & Company
Massachusetts
$251K +$31.8K +600 +14%
PCS
864
Personal CFO Solutions
New Jersey
$251K +$252K +4,748 New
First Manhattan
865
First Manhattan
New York
$249K +$74.3K +1,400 +42%
IC
866
IEQ Capital
California
$248K +$250K +4,702 New
FBB
867
Fulton Breakefield Broenniman
Maryland
$245K +$8.6K +162 +4%
CT
868
Cambridge Trust
Massachusetts
$245K +$246K +4,637 New
NSIM
869
North Star Investment Management
Illinois
$243K +$212K +4,000 +667%
BIA
870
BHK Investment Advisors
Alabama
$241K -$130K -2,453 -35%
IFS
871
Ifrah Financial Services
Arkansas
$241K -$902 -17 -0.4%
BFIM
872
Beese Fulmer Investment Management
Ohio
$240K
NSB
873
Norway Savings Bank
Maine
$239K
CG
874
Cutler Group
California
$239K +$240K +4,523 New
CCIA
875
Campbell & Co Investment Adviser
Maryland
$238K -$6.63K -125 -3%

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.