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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
PIM
426
Penobscot Investment Management
Massachusetts
$1.62M +$243K +5,455 +18%
CNBT
427
Canandaigua National Bank & Trust
New York
$1.61M
SA
428
Strategic Advisors
New York
$1.61M -$117K -2,637 -7%
FMC
429
First Merchants Corp
Indiana
$1.61M -$17.8K -400 -1%
AIA
430
AGF Investments America
Ontario, Canada
$1.6M +$703K +15,816 +82%
PCM
431
Perkins Capital Management
Minnesota
$1.59M
TCM
432
Tanaka Capital Management
New York
$1.57M
BA
433
Boston Advisors
Massachusetts
$1.56M +$15.7K +354 +1%
William Blair & Company
434
William Blair & Company
Illinois
$1.56M +$78.7K +1,770 +5%
CHC
435
City Holding Co
West Virginia
$1.56M -$26.7K -600 -2%
CIM
436
CenturyLink Investment Management
Colorado
$1.54M +$39.2K +881 +3%
AIP
437
Ameritas Investment Partners
Nebraska
$1.53M +$232K +5,228 +18%
ECM
438
Elgethun Capital Management
South Dakota
$1.52M -$310K -6,962 -17%
GT
439
Greenleaf Trust
Michigan
$1.52M +$25.2K +567 +2%
Fifth Third Bancorp
440
Fifth Third Bancorp
Ohio
$1.51M +$119K +2,672 +9%
KRS
441
Kentucky Retirement Systems
Kentucky
$1.51M +$18.5K +417 +1%
CCM
442
Cadence Capital Management
Massachusetts
$1.5M -$3.51M -78,864 -71%
PCM
443
Penserra Capital Management
California
$1.48M -$221K -4,968 -13%
HSA
444
HBK Sorce Advisory
Pennsylvania
$1.48M -$33.5K -753 -2%
IB
445
Intrust Bank
Kansas
$1.48M +$188K +4,222 +15%
FMBTD
446
First Midwest Bank Trust Division
Illinois
$1.46M -$95K -2,137 -6%
BB
447
Bell Bank
North Dakota
$1.43M +$515K +11,580 +58%
BAAM
448
Baker Avenue Asset Management
California
$1.42M -$37.3K -840 -3%
HAM
449
Highstreet Asset Management
Ontario, Canada
$1.41M +$34.1K +768 +3%
SSW
450
Smith Shellnut Wilson
Mississippi
$1.4M -$2.85K -64 -0.2%

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.