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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
Morgan Stanley
26
Morgan Stanley
New York
$171M -$16.2M -354,667 -9%
Charles Schwab
27
Charles Schwab
California
$169M +$15.1M +330,057 +10%
Ninety One (UK)
28
Ninety One (UK)
United Kingdom
$168M -$2.75M -60,100 -2%
Skandinaviska Enskilda Banken (SEB)
29
Skandinaviska Enskilda Banken (SEB)
Sweden
$164M -$7.9M -172,592 -5%
American Century Companies
30
American Century Companies
Missouri
$159M -$4.74M -103,606 -3%
Boston Partners
31
Boston Partners
Massachusetts
$153M +$3.48M +76,131 +2%
MIHAS
32
Maj Invest Holding A/S
Denmark
$151M +$9.87M +215,566 +7%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$151M +$21.2M +463,231 +17%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$144M +$1.51M +33,088 +1%
MB
35
Mizuho Bank
Japan
$141M
Deutsche Bank
36
Deutsche Bank
Germany
$138M -$64.8M -1,415,491 -33%
Allianz Asset Management
37
Allianz Asset Management
Germany
$136M +$5.88M +128,516 +5%
Nordea Investment Management
38
Nordea Investment Management
Sweden
$124M -$62.9M -1,374,568 -34%
Swiss National Bank
39
Swiss National Bank
Switzerland
$122M -$5.04M -110,200 -4%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$117M +$11.8M +258,490 +12%
AllianceBernstein
41
AllianceBernstein
Tennessee
$114M +$6.73M +147,126 +6%
SCM
42
Smead Capital Management
Arizona
$112M -$2.93M -64,053 -3%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$112M -$2.71M -59,240 -2%
AI
44
Ariel Investments
Illinois
$104M -$1.64M -35,793 -2%
Bank of America
45
Bank of America
North Carolina
$99.4M -$1.58M -34,531 -2%
First Trust Advisors
46
First Trust Advisors
Illinois
$99.3M +$11.4M +248,251 +13%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$98.5M +$30.7M +671,583 +47%
Aberdeen Group
48
Aberdeen Group
United Kingdom
$96.6M -$445K -9,724 -0.5%
MAMU
49
Marathon Asset Management (UK)
United Kingdom
$93.9M -$2.19M -47,950 -2%
PI
50
PGGM Investments
Netherlands
$93.3M

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.