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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
CCM
1026
Crabel Capital Management
California
-$510K -9,646 Closed
PAS
1027
Park Avenue Securities
New York
-$510K -9,632 Closed
MFG
1028
Menard Financial Group
Texas
-$505K -9,542 Closed
GJIC
1029
Gamble Jones Investment Counsel
California
-$503K -9,507 Closed
ACA
1030
Ackerman Capital Advisors
Texas
-$476K -9,000 Closed
PP
1031
Parplus Partners
New York
-$458K -8,649 Closed
ACP
1032
Aviance Capital Partners
Florida
-$450K -8,508 Closed
SC
1033
Scotia Capital
Ontario, Canada
-$445K -8,407 Closed
BP
1034
Ballentine Partners
Massachusetts
-$443K -8,368 Closed
WP
1035
WealthShield Partners
North Carolina
-$442K -8,361 Closed
MC
1036
Machina Capital
France
-$399K -7,537 Closed
CAAS
1037
Capital Asset Advisory Services
Michigan
-$397K -7,491 Closed
CCP
1038
Corient Capital Partners
California
-$394K -7,456 Closed
HC
1039
Hamilton Capital
Ohio
-$382K -7,228 Closed
HSWM
1040
Hubbell Strickland Wealth Management
Louisiana
-$361K -6,828 Closed
RHBC
1041
R.H. Bluestein & Co
Michigan
-$352K -6,650 Closed
IWM
1042
IHT Wealth Management
Illinois
-$351K -6,644 Closed
CRC
1043
Curi RMB Capital
Illinois
-$330K -6,238 Closed
CST
1044
Charles Schwab Trust
Nevada
-$322K -6,082 Closed
KCM
1045
Kanawha Capital Management
Virginia
-$319K -6,029 Closed
BW
1046
Bison Wealth
Georgia
-$312K -5,889 Closed
KA
1047
Kovack Advisors
Florida
-$305K -5,769 Closed
IAS
1048
Investment Advisory Services
Texas
-$304K -5,753 Closed
AFC
1049
AFT Forsyth & Company
Florida
-$304K -5,750 Closed
FIM
1050
Frontier Investment Management
Texas
-$302K -5,701 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.