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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
MMHP
401
Murphy Middleton Hinkle & Parker
Georgia
$2M +$44 +1 +0%
RIA
402
Regal Investment Advisors
Michigan
$1.96M +$188K +4,228 +11%
Daiwa Securities Group
403
Daiwa Securities Group
Japan
$1.93M -$111K -2,500 -6%
COPPSERS
404
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.89M -$955K -21,475 -34%
PSUF
405
People's United Financial
Connecticut
$1.89M +$118K +2,647 +7%
MML Investors Services
406
MML Investors Services
Massachusetts
$1.89M +$275K +6,196 +18%
Point72 Asset Management
407
Point72 Asset Management
Connecticut
$1.85M +$1.8M +40,600 New
SVWA
408
Sound View Wealth Advisors
Georgia
$1.84M +$1.8M +40,454 New
TCOV
409
Trust Company of Vermont
Vermont
$1.84M -$16.3K -366 -0.9%
LOAMS
410
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.84M -$1.03M -23,257 -37%
SAM
411
Sompo Asset Management
Japan
$1.84M +$1.79M +40,310 New
GAM
412
Gotham Asset Management
New York
$1.83M +$389K +8,761 +28%
LSERS
413
Louisiana State Employees Retirement System
Louisiana
$1.82M -$222K -5,000 -11%
BCFS
414
Butensky & Cohen Financial Security
Florida
$1.8M +$44.1K +993 +3%
MCM
415
Murphy Capital Management
New Jersey
$1.76M +$8.89K +200 +0.5%
ITIM
416
Indiana Trust & Investment Management
Indiana
$1.75M -$33.8K -760 -2%
Mariner
417
Mariner
Kansas
$1.74M +$350K +7,880 +26%
LCM
418
Laurion Capital Management
New York
$1.74M -$351K -7,896 -17%
BO
419
Bank OZK
Arkansas
$1.72M
BFO
420
Biltmore Family Office
North Carolina
$1.72M
RJT
421
Raymond James Trust
Florida
$1.72M -$45.6K -1,025 -3%
Twin Tree Management
422
Twin Tree Management
Texas
$1.69M -$745K -16,760 -31%
HW
423
Hancock Whitney
Mississippi
$1.69M +$1.65M +37,038 New
AT
424
Arden Trust
Delaware
$1.69M -$52.8K -1,187 -3%
KFA
425
Kays Financial Advisory
Georgia
$1.62M +$99.4K +2,236 +7%

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.