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1,042 hedge funds and large institutions have $20.8B invested in Aflac in 2020 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 309 increasing their positions, 392 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 58

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

21% more capital invested

Capital invested by funds: $17.3B → $20.8B (+$3.54B)

11% more funds holding

Funds holding: 9401,042 (+102)

5% more call options, than puts

Call options by funds: $132M | Put options by funds: $126M

0.41% less ownership

Funds ownership: 66.83%66.42% (-0.41%)

21% less repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 392

Holders
1,042
Holders Change
+102
Holders Change %
+10.85%
% of All Funds
18.44%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.25%
New
174
Increased
309
Reduced
392
Closed
58
Calls
$132M
Puts
$126M
Net Calls
+$6.43M
Net Calls Change
-$3.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.66B -$17.9M -437,040 -0.7%
JPH
2
Japan Post Holdings
Japan
$2.33B
BlackRock
3
BlackRock
New York
$2.02B -$71.4M -1,743,372 -4%
State Street
4
State Street
Massachusetts
$1.52B +$5.86M +143,082 +0.4%
Wells Fargo
5
Wells Fargo
California
$696M +$3.41M +83,377 +0.5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$461M +$1.89M +46,281 +0.4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$447M +$149M +3,629,145 +56%
Northern Trust
8
Northern Trust
Illinois
$371M -$7.66M -187,185 -2%
American Century Companies
9
American Century Companies
Missouri
$366M +$36.5M +891,901 +12%
Norges Bank
10
Norges Bank
Norway
$348M -$104M -2,546,423 -25%
MIHAS
11
Maj Invest Holding A/S
Denmark
$347M +$111M +2,705,661 +53%
Boston Partners
12
Boston Partners
Massachusetts
$339M -$31.9M -778,451 -9%
Victory Capital Management
13
Victory Capital Management
Texas
$240M -$45M -1,099,085 -17%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$237M -$890K -21,750 -0.4%
Legal & General Group
15
Legal & General Group
United Kingdom
$236M +$5.31M +129,613 +3%
LSV Asset Management
16
LSV Asset Management
Illinois
$220M +$5.39M +131,600 +3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$208M +$2.92M +71,270 +2%
Franklin Resources
18
Franklin Resources
California
$190M +$10.9M +266,176 +7%
APG Asset Management
19
APG Asset Management
Netherlands
$166M -$9.48M -231,586 -5%
KBC Group
20
KBC Group
Belgium
$161M +$8.29M +202,520 +44%
Bank of America
21
Bank of America
North Carolina
$156M +$4.87M +119,029 +4%
Charles Schwab
22
Charles Schwab
California
$152M +$5.16M +126,129 +4%
CP
23
Coho Partners
Pennsylvania
$144M +$6.26M +152,915 +5%
N
24
Nuveen
North Carolina
$142M -$9.2M -224,697 -7%
UBS AM
25
UBS AM
Illinois
$142M +$13.9M +339,273 +12%

AFL Hedge Fund Activity: Q4 2020 in Review

1,042 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q4 2020, worth a combined $20.8B — up 21% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new AFL positions and 58 closed out — a net gain of 116 holders — while 309 added to existing stakes and 392 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $149M. The largest seller was California Public Employees Retirement System, cutting an estimated $125M.

  • 1,042 institutional investors held Aflac (AFL) as of Q4 2020, up from 940 in Q3 2020.
  • Funds reported $20.8B of Aflac stock for Q4 2020, up 21% quarter-over-quarter.
  • 174 funds opened new Aflac positions in Q4 2020 and 58 closed out, a net change of +116 holders.
  • The largest Aflac buyer in Q4 2020 was Fidelity Investments, an estimated $149M added.
  • The largest Aflac seller in Q4 2020 was California Public Employees Retirement System, an estimated $125M sold.

Based on aggregated 13F filings for Q4 2020.