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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
BCM
951
Blume Capital Management
California
$105K
ONST
952
Old North State Trust
North Carolina
$104K
TF
953
Tompkins Financial
New York
$104K
AF
954
Allworth Financial
California
$104K +$106 +2 +0.1%
SFPG
955
Stonebridge Financial Planning Group
Florida
$102K +$102K +1,931 New
ACA
956
Atlas Capital Advisors
Wyoming
$101K
ACM
957
Anfield Capital Management
California
$97K +$96.4K +1,816 New
BBA
958
Braun-Bostich & Associates
Pennsylvania
$97K +$96.4K +1,816 New
ClearBridge Investments
959
ClearBridge Investments
New York
$96K -$9.02K -170 -9%
PFBT
960
Parkside Financial Bank & Trust
Missouri
$94K +$1.7K +32 +2%
FHA
961
Flagship Harbor Advisors
Massachusetts
$93K +$10.8K +203 +13%
ADL
962
Asset Dedication LLC
California
$92K +$28.4K +535 +45%
CAL
963
Capital Advisors Ltd
Ohio
$90K
SCA
964
Stonebridge Capital Advisors
Minnesota
$89K
ZB
965
Zions Bancorporation
Utah
$88K -$3.56K -67 -4%
CI
966
CX Institutional
Indiana
$87K
TSW
967
Thompson Siegel & Walmsley
Virginia
$86K
RCA
968
Ranch Capital Advisors
Florida
$85K -$111K -2,097 -57%
Loomis, Sayles & Company
969
Loomis, Sayles & Company
Massachusetts
$83K -$2.07M -39,011 -96%
IUHSA
970
Itau Unibanco Holding S.A.
Brazil
$83K +$83.1K +1,565 New
SWM
971
Sugarloaf Wealth Management
Georgia
$83K +$83.2K +1,568 New
CIA
972
CSat Investment Advisory
Michigan
$82K +$13.4K +253 +19%
SIAP
973
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$79K
M
974
Mirova
France
$78K +$28.8K +542 +58%
PMFA
975
Plante Moran Financial Advisors
Michigan
$73K +$46.2K +871 +168%

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.