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1,025 hedge funds and large institutions have $24.2B invested in Aflac in 2018 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 337 increasing their positions, 402 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 51

14% more call options, than puts

Call options by funds: $265M | Put options by funds: $233M

6% more capital invested

Capital invested by funds: $22.9B → $24.2B (+$1.36B)

2% more funds holding

Funds holding: 1,0091,025 (+16)

0.92% less ownership

Funds ownership: 68.22%67.3% (-0.92%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

16% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 402

Holders
1,025
Holders Change
+16
Holders Change %
+1.59%
% of All Funds
23.43%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.46%
New
73
Increased
337
Reduced
402
Closed
51
Calls
$265M
Puts
$233M
Net Calls
+$32.8M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
276
Atria Investments
North Carolina
$5.21M +$342K +7,484 +7%
HIMCH
277
Hartford Investment Management Co (HIMCO)
Connecticut
$5.21M -$369K -8,068 -7%
FNT
278
First National Trust
Pennsylvania
$5.14M -$193K -4,212 -4%
UR
279
USCA RIA
Texas
$5.14M -$2.63M -57,396 -34%
Mirae Asset Global Investments
280
Mirae Asset Global Investments
South Korea
$5.13M +$1.1M +24,092 +28%
WAM
281
Wallington Asset Management
Indiana
$5.09M -$80.5K -1,760 -2%
MSA
282
Mason Street Advisors
Wisconsin
$5.08M -$31.2K -682 -0.6%
NAM
283
Nissay Asset Management
Japan
$4.96M +$57.4K +1,254 +1%
Neuberger Berman Group
284
Neuberger Berman Group
New York
$4.93M -$882K -19,264 -16%
CS
285
Candriam SCA
Luxembourg
$4.92M -$404K -8,818 -8%
CWM
286
Cornerstone Wealth Management
Missouri
$4.89M -$23.2M -507,861 -56%
CIBC World Market
287
CIBC World Market
Ontario, Canada
$4.87M +$259K +5,654 +6%
DIA
288
Dean Investment Associates
Ohio
$4.84M -$28.3K -618 -0.6%
RA
289
Rational Advisors
New York
$4.82M +$2.35M +51,363 +101%
TCM
290
Tuttle Capital Management
Connecticut
$4.81M +$2.35M +51,451 +101%
NCM
291
Novare Capital Management
North Carolina
$4.8M +$54.2K +1,184 +1%
IA
292
IndexIQ Advisors
New York
$4.8M -$2.18M -47,700 -32%
NEI
293
Northwest & Ethical Investments
Ontario, Canada
$4.75M +$227K +4,963 +5%
HIC
294
Hartline Investment Corp
Illinois
$4.67M
MOACM
295
Mutual of America Capital Management
New York
$4.67M -$23.6K -516 -0.5%
CC
296
Cannell & Co
New York
$4.64M
Calamos Advisors
297
Calamos Advisors
Illinois
$4.62M +$279K +6,091 +7%
DCM
298
Delta Capital Management
New Jersey
$4.62M -$227K -4,950 -5%
DnB Asset Management
299
DnB Asset Management
Norway
$4.6M -$277K -6,058 -6%
VV
300
Verity & Verity
South Carolina
$4.6M -$393K -8,582 -8%

AFL Hedge Fund Activity: Q3 2018 in Review

1,025 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q3 2018, worth a combined $24.2B — up 6% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AFL positions and 51 closed out — a net gain of 22 holders — while 337 added to existing stakes and 402 trimmed.

The largest buyer was State Street, adding an estimated $84.6M. The largest seller was AQR Capital Management, cutting an estimated $90.9M.

  • 1,025 institutional investors held Aflac (AFL) as of Q3 2018, up from 1,009 in Q2 2018.
  • Funds reported $24.2B of Aflac stock for Q3 2018, up 6% quarter-over-quarter.
  • 73 funds opened new Aflac positions in Q3 2018 and 51 closed out, a net change of +22 holders.
  • The largest Aflac buyer in Q3 2018 was State Street, an estimated $84.6M added.
  • The largest Aflac seller in Q3 2018 was AQR Capital Management, an estimated $90.9M sold.

Based on aggregated 13F filings for Q3 2018.