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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
HFA
901
HC Financial Advisors
California
$14K +$18.3K +400 New
RE
902
RBC Europe
United Kingdom
$13K
GWMIA
903
Global Wealth Management Investment Advisory
Florida
$13K
TWA
904
TCI Wealth Advisors
Arizona
$12K -$27.1K -592 -62%
VEA
905
Virtus ETF Advisers
New York
$12K -$8.78K -192 -36%
FPB
906
First PREMIER Bank
South Dakota
$12K
JWA
907
JFS Wealth Advisors
Pennsylvania
$12K
SWM
908
Selective Wealth Management
Virginia
$12K
GSWM
909
Golden State Wealth Management
California
$12K +$15.6K +342 New
CHA
910
Carmichael Hill & Associates
Maryland
$11K
TCM
911
Tradewinds Capital Management
Washington
$11K
SAM
912
S.A. Mason
Michigan
$10K -$21K -460 -61%
CBT
913
Capital Bank & Trust
California
$10K -$13.9K -305 -51%
EW
914
Evoke Wealth
California
$9.15K -$2.97K -65 -20%
GAM
915
Gemmer Asset Management
California
$9K -$11.8K -258 -49%
TFO
916
Tarbox Family Office
California
$9K -$2.51K -55 -18%
ATC
917
Adirondack Trust Company
New York
$9K
CTB
918
Country Trust Bank
Illinois
$9K
IBOK
919
Independence Bank of Kentucky
Kentucky
$9K
CIM
920
Contravisory Investment Management
Massachusetts
$9K +$7.86K +172 +212%
PO
921
Private Ocean
California
$9K +$13.3K +291 New
WPA
922
West Paces Advisors
Georgia
$8.77K -$4.21K -92 -26%
VRM
923
Vectors Research Management
New York
$8K -$12.6K -275 -54%
MFT
924
Moisand Fitzgerald Tamayo
Florida
$8K
PCFFS
925
Pacific Center for Financial Services
California
$8K

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.