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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
RBA
326
Richard Bernstein Advisors
New York
$3.37M
JCM
327
Jacobi Capital Management
Pennsylvania
$3.36M -$46.5K -1,046 -1%
RIM
328
Redpoint Investment Management
Australia
$3.33M
PG
329
Pendal Group
Australia
$3.29M
CWP
330
Capital Wealth Planning
Florida
$3.24M
AC
331
Allstate Corporation
Illinois
$3.2M +$3.12M +70,168 New
JWM
332
JGP Wealth Management
Oregon
$3.16M +$78.5K +1,765 +3%
PAM
333
Peninsula Asset Management
Florida
$3.16M -$36.2K -815 -1%
AI
334
Atria Investments
North Carolina
$3.1M -$1.9M -42,694 -39%
O
335
OppenheimerFunds
New York
$3.08M +$418K +9,400 +16%
KLWA
336
Kelly Lawrence W & Associates
California
$3.06M -$201K -4,532 -6%
MYAM
337
Meiji Yasuda Asset Management
Japan
$3.06M +$918K +20,660 +45%
CSS
338
Cubist Systematic Strategies
Connecticut
$3.03M -$918K -20,655 -24%
NMERB
339
New Mexico Educational Retirement Board
New Mexico
$2.98M -$160K -3,600 -5%
IFAM
340
Institutional & Family Asset Management
Colorado
$2.97M -$224K -5,039 -7%
PA
341
Pinnacle Associates
New York
$2.94M -$13.1K -295 -0.5%
ACP
342
Ashfield Capital Partners
California
$2.92M -$32.3K -726 -1%
OCM
343
One Capital Management
California
$2.91M -$99.2K -2,232 -3%
PDN
344
Pensionfund DSM Netherlands
Netherlands
$2.91M
SSB
345
Sandy Spring Bank
Maryland
$2.86M -$485K -10,905 -15%
BF
346
BOK Financial
Oklahoma
$2.82M -$91.6K -2,060 -3%
BFEC
347
Benjamin F. Edwards & Company
Missouri
$2.82M +$196K +4,403 +8%
ACM
348
Azimuth Capital Management
Michigan
$2.81M
EWM
349
Evercore Wealth Management
New York
$2.79M -$16.7K -375 -0.6%
FT
350
Fiduciary Trust
Massachusetts
$2.76M -$31.4K -706 -1%

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.