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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
TAM
126
Trillium Asset Management
Massachusetts
$21.6M -$227K -4,283 -1%
RMA
127
Roffman Miller Associates
Pennsylvania
$21.4M +$70.9K +1,335 +0.3%
GIP
128
Greatmark Investment Partners
Georgia
$21.2M -$5.73K -108 -0%
NIPH
129
NN Investment Partners Holdings
Netherlands
$20.5M +$3.21M +60,435 +18%
SAM
130
Shell Asset Management
Netherlands
$20.1M +$846K +15,945 +4%
DekaBank Deutsche Girozentrale
131
DekaBank Deutsche Girozentrale
Germany
$20.1M -$21.4M -403,090 -51%
CPC
132
Cookson Peirce & Co
Pennsylvania
$20M -$2.7M -50,856 -12%
SO
133
STRS Ohio
Ohio
$19.6M -$1.13M -21,358 -5%
SBWIC
134
Schaper Benz & Wise Investment Counsel
Wisconsin
$19.4M -$193K -3,630 -1%
OC
135
Oppenheimer & Co
New York
$18.9M +$874K +16,475 +5%
PC
136
Polar Capital
United Kingdom
$18.7M -$1.86M -35,000 -9%
Assenagon Asset Management
137
Assenagon Asset Management
Luxembourg
$18.5M +$18.5M +349,305 New
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$18M -$11.1M -208,280 -38%
SI
139
Scout Investments
Missouri
$18M -$462K -8,700 -2%
DILIC
140
Dai-ichi Life Insurance Company
Japan
$17.8M -$319K -6,005 -2%
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$17.7M -$132K -2,480 -0.7%
US Bancorp
142
US Bancorp
Minnesota
$16.8M -$1.63M -30,738 -9%
WG
143
Winton Group
United Kingdom
$16.4M +$7.29M +137,304 +80%
AIG
144
American International Group
New York
$16.4M -$355K -6,697 -2%
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$16.3M -$924K -17,400 -5%
GC
146
Guggenheim Capital
Illinois
$16.2M -$1.34M -25,241 -8%
Ensign Peak Advisors
147
Ensign Peak Advisors
Utah
$16.1M +$16.2M +304,442 New
N
148
Natixis
France
$15.9M -$10.9M -204,566 -40%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$15.4M -$1.59M -29,941 -9%
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$15.3M +$619K +11,656 +4%

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.