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1,052 hedge funds and large institutions have $23.1B invested in Aflac in 2018 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 323 increasing their positions, 413 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 83

25% more funds holding in top 10

Funds holding in top 10: 2025 (+5)

3% more funds holding

Funds holding: 1,0251,052 (+27)

2% more call options, than puts

Call options by funds: $275M | Put options by funds: $269M

0.35% more ownership

Funds ownership: 67.3%67.66% (+0.35%)

5% less capital invested

Capital invested by funds: $24.2B → $23.1B (-$1.13B)

22% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 413

Holders
1,052
Holders Change
+27
Holders Change %
+2.63%
% of All Funds
23.44%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.56%
New
120
Increased
323
Reduced
413
Closed
83
Calls
$275M
Puts
$269M
Net Calls
+$6.23M
Net Calls Change
-$26.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NEI
251
Northwest & Ethical Investments
Ontario, Canada
$5.5M +$882K +19,849 +20%
Cambridge Investment Research Advisors
252
Cambridge Investment Research Advisors
Iowa
$5.48M +$268K +6,038 +5%
TFA
253
Toth Financial Advisory
Virginia
$5.48M +$121K +2,729 +2%
UR
254
USCA RIA
Texas
$5.46M +$479K +10,778 +10%
AL
255
Arnhold LLC
New York
$5.43M +$53.6K +1,205 +1%
Truist Financial
256
Truist Financial
North Carolina
$5.38M -$481K -10,830 -8%
Neuberger Berman Group
257
Neuberger Berman Group
New York
$5.3M +$507K +11,396 +11%
SB
258
Suntrust Banks
Georgia
$5.29M -$29.8K -670 -0.6%
CIA
259
Covington Investment Advisors
Pennsylvania
$5.27M -$77.9K -1,753 -1%
Calamos Advisors
260
Calamos Advisors
Illinois
$5.26M +$768K +17,271 +18%
NMIMC
261
Northwestern Mutual Investment Management Company
Wisconsin
$5.24M -$861K -19,375 -14%
RCM
262
Riverhead Capital Management
Delaware
$5.22M -$1.97M -44,295 -28%
MSV
263
MN Services Vermogensbeheer
Netherlands
$5.19M +$298K +6,700 +5%
MLICM
264
Metropolitan Life Insurance Company (MetLife)
New York
$5.04M -$54.2K -1,220 -1%
ECM
265
Estabrook Capital Management
New York
$5.01M -$307K -6,900 -6%
MIM
266
Marco Investment Management
Georgia
$4.97M -$350K -7,874 -7%
HIMCH
267
Hartford Investment Management Co (HIMCO)
Connecticut
$4.97M -$73.2K -1,647 -1%
MSA
268
Mason Street Advisors
Wisconsin
$4.89M -$27K -607 -0.6%
WAM
269
Wallington Asset Management
Indiana
$4.88M -$41.7K -938 -0.9%
FNT
270
First National Trust
Pennsylvania
$4.86M -$119K -2,681 -2%
CWM
271
CIBC World Markets
New York
$4.84M -$1.53M -34,438 -24%
Mirae Asset Global Investments
272
Mirae Asset Global Investments
South Korea
$4.8M -$159K -3,574 -3%
TAM
273
Tyers Asset Management
Texas
$4.72M -$1.78M -40,096 -28%
VV
274
Verity & Verity
South Carolina
$4.71M +$256K +5,760 +6%
CIBC World Market
275
CIBC World Market
Ontario, Canada
$4.64M -$72.3K -1,627 -2%

AFL Hedge Fund Activity: Q4 2018 in Review

1,052 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q4 2018, worth a combined $23.1B — down 4.7% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new AFL positions and 83 closed out — a net gain of 37 holders — while 323 added to existing stakes and 413 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $81M. The largest seller was Invesco, cutting an estimated $126M.

  • 1,052 institutional investors held Aflac (AFL) as of Q4 2018, up from 1,025 in Q3 2018.
  • Funds reported $23.1B of Aflac stock for Q4 2018, down 4.7% quarter-over-quarter.
  • 120 funds opened new Aflac positions in Q4 2018 and 83 closed out, a net change of +37 holders.
  • The largest Aflac buyer in Q4 2018 was Balyasny Asset Management, an estimated $81M added.
  • The largest Aflac seller in Q4 2018 was Invesco, an estimated $126M sold.

Based on aggregated 13F filings for Q4 2018.