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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
FNBOSM
1151
First National Bank of South Miami
Florida
-$73K -1,460 Closed
NCM
1152
Nelson Capital Management
California
-$59K -1,120 Closed
CJA
1153
C-J Advisory
California
-$44K -844 Closed
KWA
1154
KCS Wealth Advisory
California
-$26.7K -510 Closed
SB
1155
Strategic Blueprint
Georgia
-$18K -336 Closed
OFS
1156
Orrstown Financial Services
Pennsylvania
-$14K -286 Closed
TC
1157
Truvestments Capital
Florida
-$15K -285 Closed
WC
1158
Weil Company
California
-$14K -276 Closed
GSWM
1159
Golden State Wealth Management
California
-$10K -200 Closed
HR
1160
Howe & Rusling
New York
-$10K -200 Closed
NIC
1161
Northwest Investment Counselors
Oregon
-$8K -160 Closed
LFG
1162
Larson Financial Group
Missouri
-$6K -120 Closed
EWM
1163
Elmwood Wealth Management
California
-$4K -70 Closed
FGAM
1164
Financial Gravity Asset Management
Texas
-$3K -50 Closed
GWAG
1165
Garrett Wealth Advisory Group
Texas
-$1.99K -38 Closed
PFGIA
1166
Patriot Financial Group Insurance Agency
Massachusetts
-$1K -15 Closed
FIA
1167
FNY Investment Advisers
New York
+$53 +1 New
Marshall Wace
1168
Marshall Wace
United Kingdom
+$159 +3 New

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.