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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
AA
976
Argent Advisors
Louisiana
$73K +$74.4K +1,402 New
LC
977
Lindbrook Capital
California
$72K
DZ Bank
978
DZ Bank
Germany
$70.3K -$244K -4,600 -78%
AIL
979
AGF Investments LLC
Ontario, Canada
$69K -$1.47M -27,722 -96%
JSC
980
Jackson Square Capital
California
$69K +$69.6K +1,312 New
CFG
981
CKW Financial Group
Hawaii
$64K
AWMS
982
Advocacy Wealth Management Services
Georgia
$63K
THWM
983
Taylor Hoffman Wealth Management
Virginia
$63K
GRP
984
Global Retirement Partners
California
$63K +$9.45K +178 +18%
SBL
985
Sargent Bickham Lagudis
Colorado
$61K +$318 +6 +0.5%
CFFP
986
Center for Financial Planning
Michigan
$58K +$58.4K +1,100 New
WFMPM
987
Woodley Farra Manion Portfolio Management
Indiana
$58K +$58.4K +1,100 New
BCM
988
Bourgeon Capital Management
Connecticut
$57K +$265 +5 +0.5%
SIM
989
Sonora Investment Management
Arizona
$57K +$57.2K +1,077 New
OSAM
990
O'Shaughnessy Asset Management
Connecticut
$53K +$53.3K +1,004 +20,080%
DAM
991
Delta Asset Management
Tennessee
$51K +$2.87K +54 +6%
TWA
992
TCI Wealth Advisors
Arizona
$51K +$3.93K +74 +8%
RIA
993
Realta Investment Advisors
Delaware
$49K -$26.6K -501 -36%
WQ
994
Wealth Quarterback
New Jersey
$48.1K +$48.2K +908 New
PCM
995
Price Capital Management
Louisiana
$48K -$1.16M -21,901 -96%
WAS
996
Winch Advisory Services
Wisconsin
$47K +$3.98K +75 +9%
AA
997
Advisory Alpha
Michigan
$46.8K +$4.62K +87 +11%
Twin Tree Management
998
Twin Tree Management
Texas
$46K -$4.09M -76,967 -99%
BWP
999
Baldwin Wealth Partners
Massachusetts
$45K -$7.96K -150 -15%
VCM
1000
Vigilant Capital Management
Maine
$45K

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.