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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
NC
951
NewSquare Capital
Pennsylvania
$3K
CA
952
Clearstead Advisors
Ohio
$3K +$3.66K +80 New
FCH
953
Freestone Capital Holdings
Washington
$2.5K -$530K -11,603 -14%
EWM
954
EPG Wealth Management
Georgia
$2K -$13.1K -287 -82%
HI
955
Hudock Inc
Pennsylvania
$2K
PG
956
Proffitt & Goodson
Tennessee
$2K
AA
957
AlphaMark Advisors
Kentucky
$2K +$2.01K +44 New
NO
958
Ninety One
South Africa
$2K +$2.47K +54 New
RFM
959
Royal Fund Management
Florida
$2K +$2.56K +56 +267%
OFG
960
OmniStar Financial Group
North Carolina
$2K +$2.79K +61 New
OAM
961
Optimal Asset Management
California
$1.39K +$1.59M +34,764 +613%
TI
962
tru Independence
Oregon
$1.11K
KPW
963
Kore Private Wealth
New York
$1K -$20.8K -456 -94%
LWANC
964
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
NR
965
Newfound Research
Massachusetts
$1K
TFGT
966
TS Financial Group (TSFG)
Illinois
$1K
M
967
MOTCO
Texas
$1K +$914 +20 New
CCT
968
Capital City Trust
Florida
$912 -$6.81K -149 -0.6%
WA
969
WBH Advisory
Maryland
$316 -$60.8K -1,330 -13%
SCM
970
Smead Capital Management
Arizona
-$84M -1,587,212 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
971
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$63M -1,190,782 Closed
CPC
972
Cookson Peirce & Co
Pennsylvania
-$20M -378,450 Closed
Wolverine Trading
973
Wolverine Trading
Illinois
-$12M -262,848 Closed
CCA
974
Catalyst Capital Advisors
New York
-$11.8M -222,800 Closed
AIM
975
Achmea Investment Management
Netherlands
-$10.7M -203,116 Closed

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.