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
BCP
1126
Blue Chip Partners
Michigan
-$110K -2,086 Closed
CHAM
1127
Clear Harbor Asset Management
Connecticut
-$110K -2,074 Closed
ONST
1128
Old North State Trust
North Carolina
-$104K -1,974 Closed
ACM
1129
Anfield Capital Management
California
-$97K -1,816 Closed
AA
1130
Argent Advisors
Louisiana
-$73K -1,402 Closed
DZ Bank
1131
DZ Bank
Germany
-$70.3K -1,328 Closed
THWM
1132
Taylor Hoffman Wealth Management
Virginia
-$63K -1,200 Closed
PCM
1133
Price Capital Management
Louisiana
-$48K -900 Closed
AA
1134
Advisory Alpha
Michigan
-$46.8K -892 Closed
RIA
1135
Realta Investment Advisors
Delaware
-$49K -883 Closed
Twin Tree Management
1136
Twin Tree Management
Texas
-$39.7K -869 Closed
VCM
1137
Vigilant Capital Management
Maine
-$45K -850 Closed
TVWM
1138
Tower View Wealth Management
Wisconsin
-$35K -669 Closed
NG
1139
NWK Group
California
-$26K -500 Closed
TA
1140
TFG Advisers
Michigan
-$24K -467 Closed
MWP
1141
Meridian Wealth Partners
Pennsylvania
-$24K -458 Closed
PGAM
1142
Princeton Global Asset Management
New Jersey
-$22 -408 Closed
LWA
1143
Lowe Wealth Advisors
Maryland
-$21K -400 Closed
BRC
1144
Bell Rock Capital
Delaware
-$15K -300 Closed
SQA
1145
Simon Quick Advisors
New Jersey
-$15K -284 Closed
SL
1146
Savior LLC
Massachusetts
-$14K -262 Closed
IA
1147
IndexIQ Advisors
New York
-$13K -242 Closed
RFA
1148
Reilly Financial Advisors
California
-$13K -242 Closed
APC
1149
Aspire Private Capital
North Carolina
-$11K -200 Closed
FIB
1150
First Interstate Bank
Montana
-$9K -170 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.