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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
DA
976
Duality Advisers
Florida
-$8.06M -152,304 Closed
OAM
977
Origin Asset Management
United Kingdom
-$7.17M -135,500 Closed
SFM
978
Soros Fund Management
New York
-$4.62M -87,419 Closed
Pacer Advisors
979
Pacer Advisors
Pennsylvania
-$4.54M -85,812 Closed
QIM
980
Quantitative Investment Management
Virginia
-$3.75M -70,852 Closed
MWA
981
Marshall Wace Asia
Hong Kong
-$3.29M -62,295 Closed
MPM
982
Meritage Portfolio Management
Kansas
-$3.02M -57,063 Closed
BAM
983
Blueshift Asset Management
New Jersey
-$2.92M -55,184 Closed
RIA
984
Regal Investment Advisors
Michigan
-$2.7M -50,993 Closed
IG
985
ING Group
Netherlands
-$2.66M -50,348 Closed
WAM
986
Wakefield Asset Management
Colorado
-$2.46M -46,542 Closed
SRAM
987
Stone Ridge Asset Management
New York
-$2.39M -45,116 Closed
F
988
F3Logic
Minnesota
-$2.09M -39,701 Closed
SA
989
Strategic Advisors
New York
-$1.99M -37,688 Closed
VCM
990
Voleon Capital Management
California
-$1.96M -37,000 Closed
CWM
991
Cordatus Wealth Management
Pennsylvania
-$1.91M -36,118 Closed
EGM
992
Engineers Gate Manager
New York
-$1.78M -33,720 Closed
VC
993
Veracity Capital
Georgia
-$1.61M -30,419 Closed
UCMOK
994
United Capital Management of KS
Kansas
-$1.56M -29,543 Closed
VIG
995
Vienna Insurance Group
Poland
-$1.47M -27,732 Closed
NIM
996
NuWave Investment Management
New Jersey
-$1.42M -26,734 Closed
PHK
997
Point72 Hong Kong
Hong Kong
-$1.27M -24,006 Closed
GCA
998
Gideon Capital Advisors
New York
-$1.2M -22,673 Closed
Nomura Holdings
999
Nomura Holdings
Japan
-$1.19M -22,430 Closed
Credit Agricole
1000
Credit Agricole
France
-$1.18M -22,340 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.