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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
BCIM
201
British Columbia Investment Management
British Columbia, Canada
$9.24M +$3.86M +72,789 +71%
GLA
202
Great Lakes Advisors
Illinois
$9.17M -$1.54M -28,962 -14%
VV
203
Verity & Verity
South Carolina
$8.99M -$235K -4,425 -3%
FDCDDQ
204
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.86M +$2.11M +39,665 +31%
M&T Bank
205
M&T Bank
New York
$8.6M +$52.2K +983 +0.6%
BFO
206
Boston Family Office
Massachusetts
$8.47M -$36.9K -695 -0.4%
MSE
207
MUFG Securities EMEA
United Kingdom
$8.45M +$649K +12,219 +8%
AAF
208
Andra AP-fonden
Sweden
$8.37M -$249K -4,700 -3%
Rafferty Asset Management
209
Rafferty Asset Management
New York
$8.33M +$2.44M +45,914 +41%
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$8.17M +$14.5K +273 +0.2%
FWIA
211
Fort Washington Investment Advisors
Ohio
$8.13M +$1.68M +31,726 +26%
DA
212
Duality Advisers
Florida
$8.06M -$3.73M -70,336 -32%
1832 Asset Management
213
1832 Asset Management
Ontario, Canada
$7.84M -$104K -1,951 -1%
PFO
214
Pathstone Family Office
New Jersey
$7.75M +$3.77K +71 +0.5%
MSL
215
Mackay Shields LLC
New York
$7.62M -$738K -13,902 -9%
Cambridge Investment Research Advisors
216
Cambridge Investment Research Advisors
Iowa
$7.57M -$90.9K -1,712 -1%
SI
217
Stephens Inc
Arkansas
$7.47M +$40.3K +759 +0.5%
OWD
218
Osborn Williams & Donohoe
Ohio
$7.42M -$700K -13,192 -9%
VRS
219
Virginia Retirement Systems
Virginia
$7.41M -$483K -9,100 -6%
URS
220
Utah Retirement Systems
Utah
$7.33M -$84.9K -1,600 -1%
SPIA
221
Steward Partners Investment Advisory
New York
$7.29M +$298K +5,610 +4%
Public Employees Retirement Association of Colorado
222
Public Employees Retirement Association of Colorado
Colorado
$7.27M -$13K -245 -0.2%
SAA
223
Southeast Asset Advisors
Georgia
$7.24M +$53 +1 +0%
OAM
224
Origin Asset Management
United Kingdom
$7.17M -$6.9M -130,000 -49%
Calamos Advisors
225
Calamos Advisors
Illinois
$6.97M -$131K -2,477 -2%

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.