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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
ZIM
76
Zacks Investment Management
Illinois
$51.1M -$554K -10,434 -1%
Boston Partners
77
Boston Partners
Massachusetts
$48.4M -$4.8M -90,465 -9%
Mitsubishi UFJ Trust & Banking
78
Mitsubishi UFJ Trust & Banking
Japan
$46.2M -$1.26M -23,722 -3%
JP Morgan Chase
79
JP Morgan Chase
New York
$44.6M -$12.9M -243,804 -22%
TH
80
TCTC Holdings
Texas
$44.3M -$10.6K -200 -0%
GAM
81
Guinness Asset Management
United Kingdom
$43.7M +$10.8M +203,210 +33%
Canada Life
82
Canada Life
Manitoba, Canada
$42.3M -$47.9M -902,733 -53%
Teacher Retirement System of Texas
83
Teacher Retirement System of Texas
Texas
$41.8M -$22.1M -416,852 -35%
Connor, Clark & Lunn Investment Management (CC&L)
84
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$39.9M +$3.15M +59,398 +9%
AAMU
85
Amundi Asset Management US
Massachusetts
$38.7M +$3.27M +61,644 +9%
BNP Paribas Asset Management
86
BNP Paribas Asset Management
France
$38.5M +$4.85M +91,315 +14%
Adage Capital Partners
87
Adage Capital Partners
Massachusetts
$38.5M -$4.01M -75,600 -9%
TAM
88
Tocqueville Asset Management
New York
$38.4M -$5.44M -102,400 -12%
RJA
89
Raymond James & Associates
Florida
$38M -$399K -7,514 -1%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$37.9M +$8.09M +152,501 +27%
Stifel Financial
91
Stifel Financial
Missouri
$37.7M +$2.68M +50,499 +8%
BCM
92
Bridgeway Capital Management
Texas
$37.6M -$8.63M -162,600 -19%
WF
93
Welch & Forbes
Massachusetts
$35.4M -$126K -2,378 -0.4%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$35.4M +$2.77M +52,207 +8%
Truist Financial
95
Truist Financial
North Carolina
$34.9M +$29.6M +557,159 +542%
JFA
96
JNBA Financial Advisors
Minnesota
$34.8M +$1.49K +28 +0%
BGIM
97
Brandywine Global Investment Management
Pennsylvania
$34.7M +$1.74M +32,826 +5%
Ameriprise
98
Ameriprise
Minnesota
$34.6M -$62.1M -1,169,225 -64%
AssetMark Inc
99
AssetMark Inc
California
$34.4M +$17.9M +337,319 +108%
Lazard Asset Management
100
Lazard Asset Management
New York
$33.9M +$9.36M +176,380 +38%

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.