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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
DI
876
Disciplined Investments
Oklahoma
$23K
LB
877
Legacy Bridge
Iowa
$23K
FA
878
Financial Advantage
Maryland
$22K
AWM
879
Atticus Wealth Management
Florida
$22K +$46 +1 +0.2%
LWA
880
Lenox Wealth Advisors
New York
$22K +$8.36K +183 +39%
WB
881
Webster Bank
Connecticut
$21K
BWM
882
Baystate Wealth Management
Massachusetts
$21K +$137 +3 +0.5%
BWA
883
BDO Wealth Advisors
Florida
$21K +$19.2K +420 +203%
WQ
884
Wealth Quarterback
New Jersey
$20.1K -$14.6K -320 -35%
O
885
Ossiam
France
$20K -$454K -9,939 -95%
SGAM
886
Smith Group Asset Management
Texas
$20K -$2.24K -49 -8%
CAN
887
Claraphi Advisory Network
United States
$20K +$26.6K +581 New
RDWM
888
Red Door Wealth Management
Tennessee
$20K +$27.4K +600 New
VCP
889
Verus Capital Partners
Arizona
$19K +$16K +350 +173%
WAS
890
Winch Advisory Services
Wisconsin
$18K -$16.1K -352 -40%
AWM
891
Avior Wealth Management
Nebraska
$18K +$19.7K +432 +360%
SC
892
Solstein Capital
California
$17K
AIC
893
Ameritas Investment Company
Nebraska
$16K +$5.76K +126 +37%
SMFS
894
Squar Milner Financial Services
California
$15K -$2.24K -49 -10%
TCCM
895
Timber Creek Capital Management
Massachusetts
$15K
FRA
896
Front Row Advisors
California
$15K +$4.34K +95 +32%
EI
897
Ellevest Inc
New York
$15K +$13.7K +300 +197%
Loomis, Sayles & Company
898
Loomis, Sayles & Company
Massachusetts
$14K -$53.9K -1,179 -75%
AA
899
Ancora Advisors
Ohio
$14K
JAM
900
JCIC Asset Management
Ontario, Canada
$14K

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.