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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
BL
1001
Balentine LLC
Georgia
-$107K -2,973 Closed
PA
1002
Procyon Advisors
Connecticut
-$76K -2,100 Closed
C
1003
Cerebellum
California
-$162K -1,848 Closed
SCA
1004
Stonebridge Capital Advisors
Minnesota
-$58K -1,597 Closed
AAIM
1005
Asset Advisors Investment Management
Georgia
-$54K -1,500 Closed
MIFH
1006
Migdal Insurance & Financial Holdings
Israel
-$43K -1,193 Closed
WFMPM
1007
Woodley Farra Manion Portfolio Management
Indiana
-$40K -1,100 Closed
KPW
1008
Kore Private Wealth
New York
-$37K -1,043 Closed
OCM
1009
Ovata Capital Management
Hong Kong
-$35K -960 Closed
ClearBridge Investments
1010
ClearBridge Investments
New York
-$22K -616 Closed
RDWM
1011
Red Door Wealth Management
Tennessee
-$21K -600 Closed
CG
1012
Cutler Group
California
-$19K -522 Closed
AWM
1013
Atticus Wealth Management
Florida
-$18K -500 Closed
GWMIA
1014
Global Wealth Management Investment Advisory
Florida
-$14K -378 Closed
MPWT
1015
MassMutual Private Wealth & Trust
Connecticut
-$12K -329 Closed
VCM
1016
Vigilant Capital Management
Maine
-$11K -309 Closed
BAM
1017
Barrett Asset Management
New York
-$10K -287 Closed
CB
1018
CNB Bank
Pennsylvania
-$7K -200 Closed
HS
1019
Horan Securities
United States
-$6K -164 Closed
GCM
1020
Gables Capital Management
Florida
-$5K -130 Closed
RG
1021
Retirement Group
California
-$5K -130 Closed
PIMG
1022
Patriot Investment Management Group
Tennessee
-$4.32K -120 Closed
PW
1023
Price Wealth
Texas
-$4K -100 Closed
CCM
1024
Cribstone Capital Management
Maine
-$3K -77 Closed
JFGIW
1025
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$2K -65 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.