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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
AG
1001
AlphaSimPlex Group
Massachusetts
-$1.03M -19,558 Closed
BCM
1002
Bluefin Capital Management
New York
-$1.03M -19,448 Closed
PCM
1003
Perkins Capital Management
Minnesota
-$1.02M -19,250 Closed
USAA
1004
United Services Automobile Association
Texas
-$972K -18,364 Closed
RIM
1005
Redwood Investment Management
Arizona
-$928K -17,543 Closed
ZCA
1006
Zeke Capital Advisors
Pennsylvania
-$902K -17,045 Closed
GI
1007
GAMCO Investors
Connecticut
-$817K -15,449 Closed
CC
1008
Courier Capital
New York
-$793K -15,100 Closed
Walleye Trading
1009
Walleye Trading
New York
-$674K -14,754 Closed
MF
1010
Magnetar Financial
Illinois
-$778K -14,709 Closed
AAM
1011
Arabesque Asset Management
United Kingdom
-$743K -14,041 Closed
CANY
1012
Caxton Associates (New York)
New York
-$734K -13,867 Closed
TC
1013
TwinBeech Capital
New York
-$733K -13,852 Closed
MWM
1014
MorganRosel Wealth Management
Colorado
-$719K -13,599 Closed
SAM
1015
Strategy Asset Managers
California
-$697K -13,178 Closed
OAM
1016
Oxford Asset Management
United Kingdom
-$691K -13,060 Closed
VCM
1017
Virtue Capital Management
Tennessee
-$649K -12,276 Closed
JFA
1018
Johanson Financial Advisors
California
-$228K -12,069 Closed
RF
1019
RHS Financial
California
-$626K -11,834 Closed
SS
1020
Sunbelt Securities
Texas
-$612K -11,561 Closed
FI
1021
FormulaFolio Investments
Michigan
-$551K -10,415 Closed
KFA
1022
Krane Funds Advisors
New York
-$531K -10,041 Closed
WKWM
1023
Walter & Keenan Wealth Management
Indiana
-$522K -9,864 Closed
ECM
1024
Evergreen Capital Management
Washington
-$519K -9,815 Closed
BFA
1025
Beaumont Financial Advisors
Massachusetts
-$513K -9,701 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.