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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
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$33.5M -$254K -4,781 -0.7%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$33.4M +$13.2M +248,457 +65%
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.6M -$9.36M -176,249 -23%
CCMG
104
Clark Capital Management Group
Pennsylvania
$31.5M +$1.24M +23,270 +4%
Janus Henderson Group
105
Janus Henderson Group
United Kingdom
$30M -$67.2M -1,265,279 -69%
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$28.8M -$2.27M -42,786 -7%
HPC
107
HM Payson & Co
Maine
$28.5M -$276K -5,195 -1%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$28.5M +$2.36M +44,536 +9%
Royal London Asset Management
109
Royal London Asset Management
United Kingdom
$27.8M +$25.2K +474 +0.1%
WPC
110
Waters Parkerson & Co
Louisiana
$27.6M +$39.3K +740 +0.1%
Retirement Systems of Alabama
111
Retirement Systems of Alabama
Alabama
$27.6M -$86.5K -1,630 -0.3%
PI
112
PineBridge Investments
New York
$27.5M +$7.66M +144,241 +38%
DWM
113
Destination Wealth Management
California
$27.3M -$49.6K -935 -0.2%
WIC
114
Willis Investment Counsel
Georgia
$27.3M -$632K -11,905 -2%
VDI
115
Vaughan David Investments
Illinois
$26.8M -$66.5K -1,252 -0.2%
Toronto Dominion Bank
116
Toronto Dominion Bank
Ontario, Canada
$26.3M +$2.01M +37,838 +8%
HC
117
Henshaw Capital
Massachusetts
$25.7M
AIMCA
118
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$24.8M -$7.5M -141,300 -23%
RJFSA
119
Raymond James Financial Services Advisors
Florida
$24.8M -$2.18M -41,098 -8%
GIA
120
Gateway Investment Advisers
Ohio
$24.7M -$3.44M -64,813 -12%
KBC Group
121
KBC Group
Belgium
$24.4M -$1.71M -32,177 -7%
PI
122
Putnam Investments
Massachusetts
$24M -$187K -3,517 -0.8%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.9M -$3.21M -60,447 -12%
Asset Management One
124
Asset Management One
Japan
$22.9M -$121K -2,280 -0.5%
Aberdeen Group
125
Aberdeen Group
United Kingdom
$22.7M +$146K +2,749 +0.6%

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.