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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
AWA
1001
Arkadios Wealth Advisors
Georgia
$41.9K +$42.4K +798 New
CA
1002
Crewe Advisors
Utah
$41K
SIS
1003
Sound Income Strategies
Florida
$41K +$3.71K +70 +10%
LWM
1004
Liberty Wealth Management
California
$41K +$37.4K +704 +859%
SAM
1005
S.A. Mason
Michigan
$40K +$40.3K +760 New
RTC
1006
Riverview Trust Company
Washington
$37K -$16.2K -306 -31%
BFC
1007
Bedel Financial Consulting
Indiana
$37K
LB
1008
Legacy Bridge
Iowa
$36K -$157K -2,966 -81%
TVWM
1009
Tower View Wealth Management
Wisconsin
$35K +$212 +4 +0.6%
DI
1010
Disciplined Investments
Oklahoma
$35K +$35.6K +670 New
BCA
1011
Berman Capital Advisors
Georgia
$34K -$743 -14 -2%
FA
1012
Financial Advantage
Maryland
$34K
AWM
1013
Atticus Wealth Management
Florida
$34K +$33.6K +633 New
SGAM
1014
Smith Group Asset Management
Texas
$33K +$2.12K +40 +7%
WB
1015
Webster Bank
Connecticut
$32K
BWM
1016
Baystate Wealth Management
Massachusetts
$32K +$159 +3 +0.5%
BCWM
1017
Bartlett & Co Wealth Management
Ohio
$31.7K -$584 -11 -2%
CBT
1018
Capital Bank & Trust
California
$31K -$15.7K -295 -33%
VEA
1019
Virtus ETF Advisers
New York
$28K -$2.6K -49 -8%
GAM
1020
Gemmer Asset Management
California
$28K -$531 -10 -2%
VRM
1021
Vectors Research Management
New York
$27K +$14.6K +275 +118%
KPW
1022
Kore Private Wealth
New York
$26K +$25.8K +486 New
NG
1023
NWK Group
California
$26K +$26.5K +500 New
SC
1024
Solstein Capital
California
$26K +$26.5K +500 New
LWA
1025
Lenox Wealth Advisors
New York
$25K

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.