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940 hedge funds and large institutions have $17.3B invested in Aflac in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 286 increasing their positions, 390 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $109M | Put options by funds: $99.7M

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.75% less ownership

Funds ownership: 67.58%66.83% (-0.75%)

1% less capital invested

Capital invested by funds: $17.4B → $17.3B (-$163M)

3% less funds holding

Funds holding: 966940 (-26)

20% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 87

27% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 390

Holders
940
Holders Change
-26
Holders Change %
-2.69%
% of All Funds
18.97%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
70
Increased
286
Reduced
390
Closed
87
Calls
$109M
Puts
$99.7M
Net Calls
+$9.63M
Net Calls Change
-$69.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VDI
101
Vaughan David Investments
Illinois
$19M +$186K +5,110 +1%
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$18.6M -$3.03M -83,296 -14%
Canada Pension Plan Investment Board
103
Canada Pension Plan Investment Board
Ontario, Canada
$18.4M +$8.65M +237,431 +88%
Bank Julius Baer & Co
104
Bank Julius Baer & Co
Switzerland
$18.3M -$2.16M -59,330 -11%
Envestnet Asset Management
105
Envestnet Asset Management
Illinois
$18.2M -$20.9K -575 -0.1%
PI
106
Putnam Investments
Massachusetts
$17.7M -$112K -3,088 -0.6%
RJFSA
107
Raymond James Financial Services Advisors
Florida
$17.7M -$114K -3,139 -0.6%
BCM
108
Bridgeway Capital Management
Texas
$17.3M -$6.57M -180,400 -28%
WPC
109
Waters Parkerson & Co
Louisiana
$16.8M -$2.19M -60,139 -11%
SI
110
Scout Investments
Missouri
$16.8M +$734K +20,157 +5%
KBC Group
111
KBC Group
Belgium
$16.6M +$2.79M +76,702 +20%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$16.4M -$1.14M -31,401 -7%
NIPH
113
NN Investment Partners Holdings
Netherlands
$15.9M -$7.97M -218,964 -33%
GIP
114
Greatmark Investment Partners
Georgia
$15.9M +$342K +9,392 +2%
PI
115
PineBridge Investments
New York
$15.7M +$1.69M +46,531 +12%
RMA
116
Roffman Miller Associates
Pennsylvania
$15.4M +$352K +9,674 +2%
Aberdeen Group
117
Aberdeen Group
United Kingdom
$15.3M -$830K -22,794 -5%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$15M -$1.16M -31,806 -7%
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$15M +$346K +9,500 +2%
PC
120
Polar Capital
United Kingdom
$14.9M
TAM
121
Trillium Asset Management
Massachusetts
$14.9M -$1.16M -31,985 -7%
Zurich Cantonal Bank
122
Zurich Cantonal Bank
Switzerland
$14.5M +$4.01M +110,148 +38%
AssetMark Inc
123
AssetMark Inc
California
$14.5M +$2.83M +77,618 +24%
PAMU
124
Pictet Asset Management (UK)
United Kingdom
$14.4M -$6.36M -174,548 -31%
Korea Investment Corp
125
Korea Investment Corp
South Korea
$14.4M +$1.05M +28,700 +8%

AFL Hedge Fund Activity: Q3 2020 in Review

940 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q3 2020, worth a combined $17.3B — down 0.94% from $17.4B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of AFL and 70 opened new positions — a net loss of 17 holders — while 390 trimmed existing stakes and 286 added.

The largest buyer was Morgan Stanley, adding an estimated $73.4M. The largest seller was Citadel Advisors, cutting an estimated $98M.

  • 940 institutional investors held Aflac (AFL) as of Q3 2020, down from 966 in Q2 2020.
  • Funds reported $17.3B of Aflac stock for Q3 2020, down 0.94% quarter-over-quarter.
  • 70 funds opened new Aflac positions in Q3 2020 and 87 closed out, a net change of -17 holders.
  • The largest Aflac buyer in Q3 2020 was Morgan Stanley, an estimated $73.4M added.
  • The largest Aflac seller in Q3 2020 was Citadel Advisors, an estimated $98M sold.

Based on aggregated 13F filings for Q3 2020.