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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
NR
1101
Newfound Research
Massachusetts
$1K -$796 -15 -35%
LWANC
1102
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
TCM
1103
TD Capital Management
Tennessee
$1K
TFGT
1104
TS Financial Group (TSFG)
Illinois
$1K
ETC
1105
Exchange Traded Concepts
Oklahoma
$1K +$584 +11 New
BHWM
1106
Bay Harbor Wealth Management
Maryland
$1K +$1.33K +25 New
PGAM
1107
Princeton Global Asset Management
New Jersey
$22 +$21.7K +408 New
SHWM
1108
Silicon Hills Wealth Management
Texas
$9 +$53 +1 New
Acadian Asset Management
1109
Acadian Asset Management
Massachusetts
-$121M -2,317,274 Closed
JIM
1110
Jupiter Investment Management
United Kingdom
-$66.5M -1,270,290 Closed
Balyasny Asset Management
1111
Balyasny Asset Management
Illinois
-$22.5M -430,188 Closed
RPI
1112
Railway Pension Investments
United Kingdom
-$17.8M -339,756 Closed
HighTower Advisors
1113
HighTower Advisors
Illinois
-$12M -229,572 Closed
UBV
1114
United Bank (Virginia)
Virginia
-$10.5M -200,766 Closed
ZIG
1115
Zurich Insurance Group
Switzerland
-$9.83M -187,835 Closed
AIM
1116
Artemis Investment Management
United Kingdom
-$8.88M -169,936 Closed
PCM
1117
Prana Capital Management
Connecticut
-$5.9M -112,687 Closed
CWP
1118
Capital Wealth Planning
Florida
-$3.91M -74,331 Closed
TI
1119
Trexquant Investment
Connecticut
-$1.72M -32,918 Closed
ECM
1120
Elgethun Capital Management
South Dakota
-$1.61M -30,923 Closed
SM
1121
Sciencast Management
New Jersey
-$1.39M -26,389 Closed
OI
1122
Oakbrook Investments
Illinois
-$1.04M -19,950 Closed
TEE
1123
Tibra Equities Europe
United Kingdom
-$1.04M -19,900 Closed
AL
1124
AJO LP
Pennsylvania
-$997K -19,058 Closed
PG
1125
Pendal Group
Australia
-$869K -16,602 Closed

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.