We are live on ! Find out more

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
AWM
1051
Altium Wealth Management
New York
-$300K -5,670 Closed
FC
1052
Ferris Capital
Massachusetts
-$293K -5,538 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1053
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$291K -5,500 Closed
FCFC
1054
First Citizens Financial Corp
Iowa
-$288K -5,450 Closed
HKAM
1055
Horizon Kinetics Asset Management
New York
-$288K -5,450 Closed
MCM
1056
Maple Capital Management
Vermont
-$288K -5,436 Closed
BA
1057
Bristlecone Advisors
Washington
-$288K -5,435 Closed
TYCC
1058
Texas Yale Capital Corp
Florida
-$286K -5,400 Closed
DWT
1059
Dorsey & Whitney Trust
South Dakota
-$286K -5,397 Closed
APG
1060
Abacus Planning Group
South Carolina
-$285K -5,388 Closed
MMA
1061
Miracle Mile Advisors
California
-$281K -5,308 Closed
MIC
1062
Means Investment Company
Maine
-$283K -5,304 Closed
CRCM
1063
Corbett Road Capital Management
Virginia
-$280K -5,287 Closed
GHA
1064
GW Henssler & Associates
Georgia
-$273K -5,154 Closed
FCI
1065
Financial Counselors Inc
Kansas
-$268K -5,059 Closed
BPB
1066
Badgley, Phelps & Bell
Washington
-$266K -5,020 Closed
LBA
1067
Lowell Blake & Associates
Massachusetts
-$265K -5,000 Closed
NBG
1068
Nancy B. Gardiner
-$264K -5,000 Closed
EDRIA
1069
Edmonds Duncan Registered Investment Advisors
Kansas
-$262K -4,950 Closed
PWPS
1070
Pinnacle Wealth Planning Services
Ohio
-$261K -4,947 Closed
BS
1071
Boenning & Scattergood
Pennsylvania
-$261K -4,934 Closed
HTHT
1072
Hemenway Trust Hemenway Trust
New Hampshire
-$259K -4,900 Closed
RWP
1073
RWA Wealth Partners
Massachusetts
-$258K -4,876 Closed
BPA
1074
Beacon Pointe Advisors
California
-$256K -4,829 Closed
FBT
1075
First Bankers Trust
Kentucky
-$255K -4,816 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.