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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
BST
1101
Bath Savings Trust
Maine
-$219K -4,145 Closed
Wealth Enhancement Advisory Services
1102
Wealth Enhancement Advisory Services
Minnesota
-$219K -4,122 Closed
BWP
1103
Bernardo Wealth Planning
Pennsylvania
-$217K -4,114 Closed
LCM
1104
Laurion Capital Management
New York
-$217K -4,100 Closed
BUB
1105
BBVA USA Bancshares
Texas
-$217K -4,098 Closed
RG
1106
Renaissance Group
Kentucky
-$215K -4,066 Closed
HC
1107
Hendley & Co
Ohio
-$214K -4,050 Closed
PIM
1108
Provident Investment Management
Michigan
-$213K -4,027 Closed
MGIA
1109
Moneta Group Investment Advisors
Missouri
-$213K -4,026 Closed
MA
1110
Montag & Associates
Georgia
-$212K -4,000 Closed
PWS
1111
Peloton Wealth Strategists
Indiana
-$212K -4,000 Closed
MCWS
1112
McKinley Carter Wealth Services
West Virginia
-$210K -3,971 Closed
BCM
1113
BTC Capital Management
Iowa
-$209K -3,960 Closed
GDP
1114
Great Diamond Partners
Maine
-$207K -3,914 Closed
EH
1115
Equitable Holdings
New York
-$207K -3,910 Closed
RA
1116
Rational Advisors
New York
-$207K -3,904 Closed
MA
1117
Mutual Advisors
Nebraska
-$206K -3,895 Closed
CCM
1118
Coldstream Capital Management
Washington
-$205K -3,872 Closed
BAM
1119
Belpointe Asset Management
Nevada
-$204K -3,852 Closed
ACI
1120
Alpha Cubed Investments
California
-$204K -3,848 Closed
FC
1121
Fayerweather Charles
-$201K -3,800 Closed
JCM
1122
Jag Capital Management
Missouri
-$201K -3,800 Closed
MPWT
1123
MassMutual Private Wealth & Trust
Connecticut
-$172K -3,260 Closed
SBSB
1124
Sullivan, Bruyette, Speros & Blaney
Virginia
-$121K -2,295 Closed
GLI
1125
Guardian Life Insurance
New York
-$114K -2,162 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.