We are live on ! Find out more

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
GLA
876
Good Life Advisors
Pennsylvania
$238K +$5.63K +106 +2%
FTC
877
Farmers Trust Company
Ohio
$236K
SFWA
878
Summit Financial Wealth Advisors
Louisiana
$236K
CAGAS
879
Capital Advisory Group Advisory Services
Minnesota
$235K +$98.3K +1,852 +71%
WP
880
WealthSource Partners
California
$233K -$39.9K -752 -15%
MPI
881
Mairs & Power Inc
Minnesota
$233K +$234K +4,400 New
HB
882
Horizon Bancorp
Indiana
$231K +$232K +4,370 New
Jacobs Levy Equity Management
883
Jacobs Levy Equity Management
New Jersey
$229K +$13.4K +252 +6%
FCA
884
FinTrust Capital Advisors
South Carolina
$228K -$11.4K -215 -5%
JFA
885
Johanson Financial Advisors
California
$228K +$641K +12,069 New
GW
886
GW & Wade
Massachusetts
$227K +$3.02K +57 +1%
CGL
887
Clarius Group LLC
Washington
$227K +$230K +4,340 New
BBA
888
BLB&B Advisors
Pennsylvania
$226K
BCI
889
Brinker Capital Investments
Pennsylvania
$225K +$743 +14 +0.3%
NB
890
Northwest Bancshares
Pennsylvania
$225K +$849 +16 +0.4%
FMB
891
Field & Main Bank
Kentucky
$224K
EAM
892
Evanson Asset Management
California
$220K
Wealth Enhancement Advisory Services
893
Wealth Enhancement Advisory Services
Minnesota
$219K +$1.8K +34 +0.8%
BST
894
Bath Savings Trust
Maine
$219K +$220K +4,145 New
LCM
895
Laurion Capital Management
New York
$217K -$1.77M -33,277 -89%
BWP
896
Bernardo Wealth Planning
Pennsylvania
$217K -$2.87K -54 -1%
BUB
897
BBVA USA Bancshares
Texas
$217K +$218K +4,098 New
ECA
898
Elevated Capital Advisors
Utah
$217K +$218K +4,108 New
RG
899
Renaissance Group
Kentucky
$215K +$216K +4,066 New
HC
900
Hendley & Co
Ohio
$214K -$8.49K -160 -4%

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.