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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
RCA
851
Ranch Capital Advisors
Florida
$26K -$3.02K -83 -10%
BFC
852
Bedel Financial Consulting
Indiana
$25K
BWP
853
Baldwin Wealth Partners
Massachusetts
$24K
DI
854
Disciplined Investments
Oklahoma
$24K
RIM
855
Rockbridge Investment Management
New York
$24K
FA
856
Financial Advantage
Maryland
$23K
JSC
857
Jackson Square Capital
California
$23K
BWM
858
Baystate Wealth Management
Massachusetts
$23K +$146 +4 +0.6%
BC
859
Bartlett & Co
Ohio
$22K
HWM
860
Holloway Wealth Management
Florida
$22K
LF
861
Lee Financial
Texas
$22K
TFO
862
Tarbox Family Office
California
$22K
WB
863
Webster Bank
Connecticut
$22K
FRA
864
Front Row Advisors
California
$22K +$3.13K +86 +22%
BCWM
865
Bartlett & Co Wealth Management
Ohio
$21.8K
SGAM
866
Smith Group Asset Management
Texas
$21K +$182 +5 +0.9%
CAGAS
867
Capital Advisory Group Advisory Services
Minnesota
$20K -$5.79K -159 -23%
LWA
868
Lenox Wealth Advisors
New York
$20K
WAS
869
Winch Advisory Services
Wisconsin
$20K +$146 +4 +0.8%
CA
870
Clearstead Advisors
Ohio
$20K +$17.2K +473 +591%
AWA
871
Arkadios Wealth Advisors
Georgia
$19.9K -$1.27K -35 -6%
SC
872
Solstein Capital
California
$18K
LC
873
Lindbrook Capital
California
$17K -$291 -8 -2%
APWA
874
Atlas Private Wealth Advisors
New Jersey
$17K
TCCM
875
Timber Creek Capital Management
Massachusetts
$16K

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.