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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.19B -$81.6M -2,240,084 -4%
JPH
2
Japan Post Holdings
Japan
$1.9B
BlackRock
3
BlackRock
New York
$1.72B -$14.6M -402,236 -0.8%
State Street
4
State Street
Massachusetts
$1.23B -$63.2M -1,734,402 -5%
Wells Fargo
5
Wells Fargo
California
$566M -$11.2M -307,208 -2%
Norges Bank
6
Norges Bank
Norway
$377M +$22.7M +622,751 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$376M -$9.42M -258,700 -2%
Northern Trust
8
Northern Trust
Illinois
$310M -$8.5M -233,552 -3%
Boston Partners
9
Boston Partners
Massachusetts
$305M -$8.68M -238,408 -3%
American Century Companies
10
American Century Companies
Missouri
$266M +$5.84M +160,279 +2%
Victory Capital Management
11
Victory Capital Management
Texas
$236M +$4.08M +112,060 +2%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$234M +$24.5M +673,919 +12%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$194M -$10M -275,500 -5%
Legal & General Group
14
Legal & General Group
United Kingdom
$188M -$7.7M -211,336 -4%
MIHAS
15
Maj Invest Holding A/S
Denmark
$186M -$18.8M -516,872 -9%
LSV Asset Management
16
LSV Asset Management
Illinois
$175M +$19.9M +546,524 +13%
Morgan Stanley
17
Morgan Stanley
New York
$175M +$73.4M +2,015,356 +72%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$174M -$39.6M -1,087,369 -18%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$167M +$1.53M +42,095 +0.9%
APG Asset Management
20
APG Asset Management
Netherlands
$149M -$8.89M -244,257 -5%
Franklin Resources
21
Franklin Resources
California
$146M +$1.26M +34,722 +0.9%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$144M +$2.46M +67,418 +2%
N
23
Nuveen
North Carolina
$124M -$4.72M -129,707 -4%
Bank of America
24
Bank of America
North Carolina
$123M +$13.9M +380,708 +13%
Citadel Advisors
25
Citadel Advisors
Florida
$122M -$98M -2,690,719 -45%

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.