We are live on ! Find out more

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
NEI
151
Northwest & Ethical Investments
Ontario, Canada
$9.18M +$2.04M +44,666 +20%
GC
152
Guggenheim Capital
Illinois
$8.93M -$2.05M -44,763 -15%
PC
153
PhiloSmith Capital
Connecticut
$8.83M +$1.23M +27,000 +12%
ACI
154
AMP Capital Investors
Australia
$8.81M -$1.06M -23,159 -9%
Aviva
155
Aviva
United Kingdom
$8.74M -$39.3K -860 -0.3%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$8.71M -$263K -5,752 -2%
WSFS
157
Wilmington Savings Fund Society
Delaware
$8.25M -$189K -4,139 -2%
SOADOR
158
State of Alaska Department of Revenue
Alaska
$8.24M +$161K +3,523 +1%
Mitsubishi UFJ Asset Management
159
Mitsubishi UFJ Asset Management
Japan
$8.18M +$1.5M +32,787 +16%
DA
160
Denali Advisors
California
$8.13M +$2.17M +47,500 +25%
CTA
161
Carillon Tower Advisers
Florida
$8.12M +$790K +17,281 +8%
FAF
162
Fjarde Ap-fonden
Sweden
$8.03M -$270K -5,900 -2%
Nomura Asset Management
163
Nomura Asset Management
Japan
$8.03M +$1.38M +30,245 +15%
IMPI
164
Ilmarinen Mutual Pension Insurance
Finland
$7.9M
KeyBank National Association
165
KeyBank National Association
Ohio
$7.87M -$26.3K -575 -0.2%
HighTower Advisors
166
HighTower Advisors
Illinois
$7.86M +$10.5M +229,656 New
PAM
167
Palisade Asset Management
Minnesota
$7.72M +$77.1K +1,687 +0.8%
EARNEST Partners
168
EARNEST Partners
Georgia
$7.28M -$1.13M -24,819 -10%
Ninety One (UK)
169
Ninety One (UK)
United Kingdom
$7.25M -$112M -2,448,431 -92%
UIM
170
USS Investment Management
United Kingdom
$7.16M
CB
171
Commerce Bank
Missouri
$7.15M -$787K -17,224 -8%
Creative Planning
172
Creative Planning
Kansas
$7.02M -$86.7K -1,896 -0.9%
CWM
173
CIBC World Markets
New York
$6.97M +$5.33M +116,646 +134%
DekaBank Deutsche Girozentrale
174
DekaBank Deutsche Girozentrale
Germany
$6.94M -$8.83M -193,229 -50%
ASRS
175
Arizona State Retirement System
Arizona
$6.91M -$1.25M -27,428 -12%

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.