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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
SMFS
1026
Squar Milner Financial Services
California
$25K +$26K +489 New
MWP
1027
Meridian Wealth Partners
Pennsylvania
$24K +$24.3K +458 New
TA
1028
TFG Advisers
Michigan
$24K +$24.8K +467 New
TCCM
1029
Timber Creek Capital Management
Massachusetts
$23K
JAM
1030
JCIC Asset Management
Ontario, Canada
$21K
LWA
1031
Lowe Wealth Advisors
Maryland
$21K
AA
1032
Ancora Advisors
Ohio
$21K +$21.2K +400 New
RE
1033
RBC Europe
United Kingdom
$20.1K
GWMIA
1034
Global Wealth Management Investment Advisory
Florida
$20K
EWM
1035
EPG Wealth Management
Georgia
$19K +$18.6K +350 New
WPA
1036
West Paces Advisors
Georgia
$18.4K
FPB
1037
First PREMIER Bank
South Dakota
$18K
AIC
1038
Ameritas Investment Company
Nebraska
$18K +$2.23K +42 +14%
JWA
1039
JFS Wealth Advisors
Pennsylvania
$18K +$3.71K +70 +26%
SWM
1040
Selective Wealth Management
Virginia
$18K +$18K +340 New
EW
1041
Evoke Wealth
California
$17.6K -$796 -15 -4%
CHA
1042
Carmichael Hill & Associates
Maryland
$17K +$16.6K +313 New
TFO
1043
Tarbox Family Office
California
$16K -$2.76K -52 -14%
FRA
1044
Front Row Advisors
California
$16K
TCM
1045
Tradewinds Capital Management
Washington
$16K
WEC
1046
Winslow Evans & Crocker
Massachusetts
$16K
BRC
1047
Bell Rock Capital
Delaware
$15K
SQA
1048
Simon Quick Advisors
New Jersey
$15K +$15.1K +284 New
CTB
1049
Country Trust Bank
Illinois
$14K
SL
1050
Savior LLC
Massachusetts
$14K +$13.9K +262 New

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.