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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
VCM
1051
Versant Capital Management
Arizona
$13K -$7.48K -141 -35%
ATC
1052
Adirondack Trust Company
New York
$13K
IBOK
1053
Independence Bank of Kentucky
Kentucky
$13K
MFT
1054
Moisand Fitzgerald Tamayo
Florida
$13K
RFA
1055
Reilly Financial Advisors
California
$13K
IA
1056
IndexIQ Advisors
New York
$13K +$12.8K +242 New
PCFFS
1057
Pacific Center for Financial Services
California
$12K -$2.55K -48 -18%
SA
1058
SRH Advisors
Kansas
$12K
APC
1059
Aspire Private Capital
North Carolina
$11K
CB
1060
CNB Bank
Pennsylvania
$11K
BWA
1061
BDO Wealth Advisors
Florida
$11K +$53 +1 +0.5%
FCM
1062
Firestone Capital Management
Florida
$11K +$10.6K +200 New
TT
1063
TI-Trust
Illinois
$11K +$10.6K +200 New
VCP
1064
Verus Capital Partners
Arizona
$11K +$10.7K +202 New
HF
1065
Halpern Financial
Virginia
$10.6K +$10.6K +200 New
MCM
1066
McMillion Capital Management
North Carolina
$10K
Fidelity International
1067
Fidelity International
Bermuda
$9K
FIB
1068
First Interstate Bank
Montana
$9K
GWS
1069
Glassman Wealth Services
Virginia
$9K +$743 +14 +9%
FP
1070
Financial Perspectives
Minnesota
$8.99K +$9.02K +170 New
BCMIO
1071
Beacon Capital Management Inc (Ohio)
Ohio
$8K
FFC
1072
First Financial Corp
Indiana
$8K
OAJ
1073
Ogorek Anthony Joseph
New York
$8K
PK
1074
Pflug Koory
Nebraska
$8K
EI
1075
Ellevest Inc
New York
$8K +$7.48K +141 +1,282%

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.