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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
CFFP
851
Center for Financial Planning
Michigan
$38K
WFMPM
852
Woodley Farra Manion Portfolio Management
Indiana
$38K
WEC
853
Winslow Evans & Crocker
Massachusetts
$38K +$34.3K +750 +250%
RCA
854
Ranch Capital Advisors
Florida
$37K -$22.8K -498 -31%
BCM
855
Bourgeon Capital Management
Connecticut
$37K +$320 +7 +0.6%
M
856
Mirova
France
$36K -$20K -438 -30%
LC
857
Lindbrook Capital
California
$35K -$16.3K -357 -26%
AIL
858
AGF Investments LLC
Ontario, Canada
$35K -$12.1K -264 -20%
HSA
859
Hussman Strategic Advisors
Maryland
$34K -$2.29M -50,000 -98%
PCM
860
Penserra Capital Management
California
$34K -$71.8K -1,570 -62%
SIM
861
Sonora Investment Management
Arizona
$34K -$3.29K -72 -7%
DAM
862
Delta Asset Management
Tennessee
$31K -$2.29K -50 -5%
JSC
863
Jackson Square Capital
California
$30K -$19.5K -426 -32%
RTC
864
Riverview Trust Company
Washington
$30K +$8.68K +190 +27%
FP
865
Financial Perspectives
Minnesota
$29.6K +$31.7K +694 +408%
CFO
866
CVA Family Office
Colorado
$29K +$38.8K +850 New
AWA
867
Arkadios Wealth Advisors
Georgia
$27.7K +$503 +11 +1%
MAM
868
Marquette Asset Management
Minnesota
$27K +$36.6K +800 New
CA
869
Crewe Advisors
Utah
$26K
BCA
870
Berman Capital Advisors
Georgia
$26K +$5.53K +121 +18%
BCWM
871
Bartlett & Co Wealth Management
Ohio
$25.1K +$6.03K +132 +22%
BC
872
Bartlett & Co
Ohio
$25K +$33.5K +732 New
PFBT
873
Parkside Financial Bank & Trust
Missouri
$24K -$48.9K -1,069 -60%
BFC
874
Bedel Financial Consulting
Indiana
$24K +$686 +15 +2%
BWP
875
Baldwin Wealth Partners
Massachusetts
$23K -$9.14K -200 -23%

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.