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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
WMC
1076
Westwood Management Corporation
Illinois
-$254K -4,800 Closed
NHC
1077
Nicholas Hoffman & Company
Georgia
-$254K -4,799 Closed
GC
1078
Gilbert & Cook
Iowa
-$254K -4,793 Closed
SC
1079
Savant Capital
Illinois
-$253K -4,783 Closed
DMC
1080
Drexel Morgan & Co
Pennsylvania
-$253K -4,775 Closed
PCS
1081
Personal CFO Solutions
New Jersey
-$251K -4,748 Closed
GC
1082
Grimes & Company
Massachusetts
-$251K -4,742 Closed
IC
1083
IEQ Capital
California
-$248K -4,702 Closed
CT
1084
Cambridge Trust
Massachusetts
-$245K -4,637 Closed
FBB
1085
Fulton Breakefield Broenniman
Maryland
-$245K -4,636 Closed
SFWA
1086
Summit Financial Wealth Advisors
Louisiana
-$236K -4,555 Closed
IFS
1087
Ifrah Financial Services
Arkansas
-$241K -4,553 Closed
BIA
1088
BHK Investment Advisors
Alabama
-$241K -4,551 Closed
BFIM
1089
Beese Fulmer Investment Management
Ohio
-$240K -4,531 Closed
CCIA
1090
Campbell & Co Investment Adviser
Maryland
-$238K -4,508 Closed
GLA
1091
Good Life Advisors
Pennsylvania
-$238K -4,479 Closed
FTC
1092
Farmers Trust Company
Ohio
-$236K -4,470 Closed
WP
1093
WealthSource Partners
California
-$233K -4,402 Closed
MPI
1094
Mairs & Power Inc
Minnesota
-$233K -4,400 Closed
Jacobs Levy Equity Management
1095
Jacobs Levy Equity Management
New Jersey
-$229K -4,322 Closed
GW
1096
GW & Wade
Massachusetts
-$227K -4,290 Closed
BBA
1097
BLB&B Advisors
Pennsylvania
-$226K -4,280 Closed
BCI
1098
Brinker Capital Investments
Pennsylvania
-$225K -4,262 Closed
NB
1099
Northwest Bancshares
Pennsylvania
-$225K -4,250 Closed
EAM
1100
Evanson Asset Management
California
-$220K -4,166 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.