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940 hedge funds and large institutions have $17.3B invested in Aflac in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 286 increasing their positions, 390 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $109M | Put options by funds: $99.7M

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.75% less ownership

Funds ownership: 67.58%66.83% (-0.75%)

1% less capital invested

Capital invested by funds: $17.4B → $17.3B (-$163M)

3% less funds holding

Funds holding: 966940 (-26)

20% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 87

27% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 390

Holders
940
Holders Change
-26
Holders Change %
-2.69%
% of All Funds
18.97%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
70
Increased
286
Reduced
390
Closed
87
Calls
$109M
Puts
$99.7M
Net Calls
+$9.63M
Net Calls Change
-$69.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GSBTD
976
Glenview State Bank Trust Department
Illinois
-$288K -8,000 Closed
NAS
977
Nicolet Advisory Services
Wisconsin
-$281K -7,805 Closed
MIM
978
Montgomery Investment Management
Maryland
-$267K -7,400 Closed
CG
979
Caprock Group
Idaho
-$263K -7,309 Closed
OIA
980
OneDigital Investment Advisors
Kansas
-$263K -7,306 Closed
PWMAG
981
Pinnacle Wealth Management Advisory Group
New Jersey
-$261K -7,255 Closed
DIM
982
DC Investments Management
Virginia
-$257K -7,136 Closed
AGM
983
Alpine Global Management
New York
-$246K -6,814 Closed
LFAS
984
Level Four Advisory Services
Texas
-$243K -6,723 Closed
DA
985
Duality Advisers
Florida
-$233K -6,460 Closed
JWCA
986
J.W. Coons Advisors
Ohio
-$227K -6,319 Closed
CAAS
987
Capital Asset Advisory Services
Michigan
-$227K -5,965 Closed
SW
988
SlateStone Wealth
Florida
-$210K -5,829 Closed
PL
989
Plancorp LLC
Missouri
-$207K -5,744 Closed
IB
990
Intrust Bank
Kansas
-$207K -5,735 Closed
CCA
991
Checchi Capital Advisers
California
-$205K -5,697 Closed
FWIA
992
Fort Washington Investment Advisors
Ohio
-$202K -5,620 Closed
DWT
993
Dorsey & Whitney Trust
South Dakota
-$202K -5,606 Closed
PP
994
Patten & Patten
Tennessee
-$201K -5,589 Closed
RIM
995
Rampart Investment Management
Connecticut
-$199K -5,525 Closed
MIC
996
Means Investment Company
Maine
-$202K -5,311 Closed
AIC
997
Archer Investment Corporation
Indiana
-$180K -5,000 Closed
BFIM
998
Beese Fulmer Investment Management
Ohio
-$163K -4,531 Closed
BFM
999
Boston Financial Management
Massachusetts
-$147K -4,075 Closed
EWP
1000
Engrave Wealth Partners
Texas
-$113K -3,161 Closed

AFL Hedge Fund Activity: Q3 2020 in Review

940 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q3 2020, worth a combined $17.3B — down 0.94% from $17.4B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of AFL and 70 opened new positions — a net loss of 17 holders — while 390 trimmed existing stakes and 286 added.

The largest buyer was Morgan Stanley, adding an estimated $73.4M. The largest seller was Citadel Advisors, cutting an estimated $98M.

  • 940 institutional investors held Aflac (AFL) as of Q3 2020, down from 966 in Q2 2020.
  • Funds reported $17.3B of Aflac stock for Q3 2020, down 0.94% quarter-over-quarter.
  • 70 funds opened new Aflac positions in Q3 2020 and 87 closed out, a net change of -17 holders.
  • The largest Aflac buyer in Q3 2020 was Morgan Stanley, an estimated $73.4M added.
  • The largest Aflac seller in Q3 2020 was Citadel Advisors, an estimated $98M sold.

Based on aggregated 13F filings for Q3 2020.