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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
SIC
1076
Samalin Investment Counsel
New York
$8K +$8.81K +166 New
AWM
1077
AllSquare Wealth Management
New York
$7K -$15.7K -296 -68%
GCM
1078
Gables Capital Management
Florida
$7K
OAM
1079
Oppenheimer Asset Management
New York
$7K
BCM
1080
Birch Capital Management
Texas
$7K +$7.38K +139 New
PA
1081
PSI Advisors
Florida
$7K +$7.43K +140 New
AWM
1082
Avior Wealth Management
Nebraska
$6K
EWA
1083
Evolution Wealth Advisors
Florida
$6K +$6.16K +116 New
MAWCM
1084
Mine & Arao Wealth Creation & Management
California
$6K +$6.37K +120 New
HIM
1085
Hillsdale Investment Management
Ontario, Canada
$5K -$518K -9,760 -99%
NC
1086
NewSquare Capital
Pennsylvania
$5K
FCH
1087
Freestone Capital Holdings
Washington
$4.48K +$271K +5,108 +6%
CCM
1088
Cribstone Capital Management
Maine
$4K -$3.98K -75 -49%
CIM
1089
Contravisory Investment Management
Massachusetts
$4K
GI
1090
Gradient Investments
Minnesota
$4K
HI
1091
Hudock Inc
Pennsylvania
$4K +$53 +1 +1%
WCM
1092
Wealthcare Capital Management
Virginia
$4K +$3.93K +74 New
HWA
1093
Heritage Wealth Advisors
Virginia
$3.92K +$3.93K +74 New
PG
1094
Proffitt & Goodson
Tennessee
$3K
1NWS
1095
1 North Wealth Services
Maryland
$2K
FPFS
1096
First Personal Financial Services
North Carolina
$2K
RG
1097
Retirement Group
California
$2K +$2.12K +40 New
LS
1098
Leelyn Smith
Illinois
$1.49K +$1.49M +28,104 New
PW
1099
Price Wealth
Texas
$1K -$2.28K -43 -63%
RFM
1100
Royal Fund Management
Florida
$1K -$2.07K -39 -65%

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.