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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
NMERB
351
New Mexico Educational Retirement Board
New Mexico
$3.25M -$128K -2,800 -4%
GH
352
GAM Holding
Switzerland
$3.22M -$352K -7,681 -10%
JWM
353
JGP Wealth Management
Oregon
$3.18M +$37.1K +810 +1%
TI
354
Trexquant Investment
Connecticut
$3.12M +$3.03M +66,242 New
OCM
355
One Capital Management
California
$3.11M +$113K +2,470 +4%
TIM
356
Thompson Investment Management
Wisconsin
$3.06M -$38.9K -850 -1%
PA
357
Pinnacle Associates
New York
$3.06M -$338K -7,391 -10%
ACP
358
Ashfield Capital Partners
California
$3.05M -$62.6K -1,368 -2%
GLA
359
Great Lakes Advisors
Illinois
$3.03M +$16.7K +364 +0.6%
BF
360
BOK Financial
Oklahoma
$3.01M +$61K +1,332 +2%
PDN
361
Pensionfund DSM Netherlands
Netherlands
$3.01M
LOAMS
362
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.99M -$383K -8,361 -12%
COPPSERS
363
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.97M -$825K -18,035 -22%
ACM
364
Azimuth Capital Management
Michigan
$2.91M +$9.15K +200 +0.3%
EWM
365
Evercore Wealth Management
New York
$2.9M -$78.3K -1,712 -3%
FT
366
Fiduciary Trust
Massachusetts
$2.88M -$21K -458 -0.7%
PP
367
Palladium Partners
Virginia
$2.85M -$113K -2,470 -4%
CPA
368
Court Place Advisors
Maryland
$2.85M -$91.5K -2,000 -3%
SMDAM
369
Sumitomo Mitsui DS Asset Management
Japan
$2.75M -$11K -240 -0.4%
O
370
OppenheimerFunds
New York
$2.74M +$27K +591 +1%
BFEC
371
Benjamin F. Edwards & Company
Missouri
$2.71M -$34.8K -760 -1%
LTI
372
Laffer Tengler Investments
Tennessee
$2.68M
DCM
373
Dupont Capital Management
Delaware
$2.68M -$3.7M -80,944 -59%
LPT
374
Legacy Private Trust
Wisconsin
$2.65M +$32.5K +711 +1%
NONA
375
Ninety One North America
New York
$2.65M

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.