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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
RMA
126
Roffman Miller Associates
Pennsylvania
$14M +$231K +5,049 +1%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.9M -$2.11M -46,070 -10%
Asset Management One
128
Asset Management One
Japan
$13.5M -$1.8M -39,484 -9%
Toronto Dominion Bank
129
Toronto Dominion Bank
Ontario, Canada
$13.2M -$5.05M -110,441 -22%
SI
130
Scout Investments
Missouri
$12.8M +$1.49M +32,661 +10%
SBWIC
131
Schaper Benz & Wise Investment Counsel
Wisconsin
$12.6M +$45.2K +990 +0.3%
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$12.3M +$1.15M +25,270 +8%
SO
133
STRS Ohio
Ohio
$12.3M -$468K -10,239 -3%
State of Wisconsin Investment Board
134
State of Wisconsin Investment Board
Wisconsin
$12.2M -$8.37M -183,244 -34%
Ensign Peak Advisors
135
Ensign Peak Advisors
Utah
$11.7M +$1.65M +36,000 +12%
OC
136
Oppenheimer & Co
New York
$11.2M -$1.36M -29,740 -8%
PP
137
Prospector Partners
Connecticut
$11.1M +$2.83M +61,830 +24%
Retirement Systems of Alabama
138
Retirement Systems of Alabama
Alabama
$11M -$9.06M -198,224 -38%
SAM
139
Shell Asset Management
Netherlands
$10.9M -$2.78M -60,851 -16%
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$10.9M +$415K +9,090 +3%
Commonwealth Equity Services
141
Commonwealth Equity Services
Massachusetts
$10.7M +$1.15M +25,061 +9%
AIG
142
American International Group
New York
$10.7M +$95.5K +2,090 +0.7%
US Bancorp
143
US Bancorp
Minnesota
$10.6M -$431K -9,420 -3%
KBC Group
144
KBC Group
Belgium
$10.4M -$7.28M -159,372 -34%
Assenagon Asset Management
145
Assenagon Asset Management
Luxembourg
$10.3M -$2.26M -49,430 -14%
UCFA
146
United Capital Financial Advisors
Texas
$9.83M +$303K +6,627 +2%
SEI Investments
147
SEI Investments
Pennsylvania
$9.82M +$3.63M +79,473 +38%
AssetMark Inc
148
AssetMark Inc
California
$9.52M -$17M -373,015 -57%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$9.34M -$818K -17,906 -6%
HPC
150
HM Payson & Co
Maine
$9.21M -$12.3M -269,390 -50%

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.