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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
MGIA
901
Moneta Group Investment Advisors
Missouri
$213K -$22.7K -427 -10%
PIM
902
Provident Investment Management
Michigan
$213K -$19.9K -375 -9%
MA
903
Montag & Associates
Georgia
$212K
PWS
904
Peloton Wealth Strategists
Indiana
$212K +$212K +4,000 New
MCWS
905
McKinley Carter Wealth Services
West Virginia
$210K -$27.3K -515 -11%
BCM
906
BTC Capital Management
Iowa
$209K -$4.25K -80 -2%
RA
907
Rational Advisors
New York
$207K +$200K +3,773 +2,880%
EH
908
Equitable Holdings
New York
$207K +$208K +3,910 New
GDP
909
Great Diamond Partners
Maine
$207K +$208K +3,914 New
MA
910
Mutual Advisors
Nebraska
$206K -$58.2K -1,096 -22%
CFB
911
Cullen/Frost Bankers
Texas
$205K -$14.8K -279 -7%
CCM
912
Coldstream Capital Management
Washington
$205K -$12.8K -241 -6%
ACI
913
Alpha Cubed Investments
California
$204K
BAM
914
Belpointe Asset Management
Nevada
$204K +$47.4K +893 +30%
FC
915
Fayerweather Charles
$201K +$202K +3,800 New
JCM
916
Jag Capital Management
Missouri
$201K +$202K +3,800 New
APW
917
Acima Private Wealth
Virginia
$192K
IRC
918
Investors Research Corp
Georgia
$188K
JFGIW
919
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$185K -$25.5K -480 -12%
AIM
920
AIA Investment Management
Singapore
$183K +$12K +227 +7%
IA
921
IFP Advisors
Florida
$179K -$131K -2,465 -42%
MPWT
922
MassMutual Private Wealth & Trust
Connecticut
$172K +$15K +282 +9%
EWP
923
Engrave Wealth Partners
Texas
$167K +$168K +3,161 New
LFG
924
LifePlan Financial Group
Ohio
$159K +$849 +16 +0.5%
TPCW
925
TD Private Client Wealth
New York
$155K +$156K +2,935 New

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.