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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
SA
926
SRH Advisors
Kansas
$8K
HWA
927
HHM Wealth Advisors
Tennessee
$8K +$10.2K +224 New
CB
928
CNB Bank
Pennsylvania
$7K
FCM
929
Firestone Capital Management
Florida
$7K
MCM
930
McMillion Capital Management
North Carolina
$7K
ETI
931
Enterprise Trust & Investment
California
$7K +$9.14K +200 New
PP
932
Pacifica Partners
Canada
$7K +$9.14K +200 New
HF
933
Halpern Financial
Virginia
$6.85K
PWMG
934
Prestige Wealth Management Group
New Jersey
$6K +$8.41K +184 New
OSAM
935
O'Shaughnessy Asset Management
Connecticut
$5K -$39.5K -865 -86%
AWM
936
AllSquare Wealth Management
New York
$5K
BCMIO
937
Beacon Capital Management Inc (Ohio)
Ohio
$5K
BCM
938
Birch Capital Management
Texas
$5K
FFC
939
First Financial Corp
Indiana
$5K
OAJ
940
Ogorek Anthony Joseph
New York
$5K
PK
941
Pflug Koory
Nebraska
$5K
VCM
942
Versant Capital Management
Arizona
$4K -$5.67K -124 -48%
Fidelity International
943
Fidelity International
Bermuda
$4K -$1.97K -43 -26%
GWS
944
Glassman Wealth Services
Virginia
$4K -$1.87K -41 -24%
GCM
945
Gables Capital Management
Florida
$4K
MAWCM
946
Mine & Arao Wealth Creation & Management
California
$4K
ACA
947
Atlas Capital Advisors
Wyoming
$3.7K -$82.4K -1,803 -94%
EWM
948
Elmwood Wealth Management
California
$3.06K +$3.2K +70 New
LWM
949
Liberty Wealth Management
California
$3K -$32.1K -703 -89%
CCM
950
Cribstone Capital Management
Maine
$3K

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.