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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
PPA
26
Parametric Portfolio Associates
Washington
$174M +$6.77M +152,254 +4%
American Century Companies
27
American Century Companies
Missouri
$170M +$15.1M +339,996 +10%
Charles Schwab
28
Charles Schwab
California
$168M +$4.07M +91,650 +3%
UBS AM
29
UBS AM
Illinois
$167M -$9.61M -216,075 -6%
Ninety One (UK)
30
Ninety One (UK)
United Kingdom
$166M +$3.03M +68,111 +2%
MIHAS
31
Maj Invest Holding A/S
Denmark
$161M +$14.3M +322,450 +10%
Morgan Stanley
32
Morgan Stanley
New York
$157M -$8.37M -188,190 -5%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$154M +$16.1M +361,626 +12%
Allianz Asset Management
34
Allianz Asset Management
Germany
$149M +$16.8M +377,644 +13%
MB
35
Mizuho Bank
Japan
$137M
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$122M +$9.12M +205,174 +8%
Bank of America
37
Bank of America
North Carolina
$122M +$25.6M +575,363 +27%
Swiss National Bank
38
Swiss National Bank
Switzerland
$119M +$1M +22,500 +0.9%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$109M +$1.11M +24,900 +1%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$106M -$13.3M -299,585 -11%
Deutsche Bank
41
Deutsche Bank
Germany
$105M -$28.2M -634,336 -22%
AllianceBernstein
42
AllianceBernstein
Tennessee
$104M -$6.82M -153,386 -6%
SCM
43
Smead Capital Management
Arizona
$103M -$5.14M -115,712 -5%
Prudential Financial
44
Prudential Financial
New Jersey
$101M +$17.7M +397,857 +22%
Barclays
45
Barclays
United Kingdom
$98.1M +$59.8M +1,344,711 +167%
MAMU
46
Marathon Asset Management (UK)
United Kingdom
$97M +$5.92M +133,071 +7%
First Trust Advisors
47
First Trust Advisors
Illinois
$96.5M +$354K +7,970 +0.4%
Aberdeen Group
48
Aberdeen Group
United Kingdom
$90.5M -$1.82M -40,942 -2%
PI
49
PGGM Investments
Netherlands
$90.3M
Canada Life
50
Canada Life
Manitoba, Canada
$89.9M +$5.67M +127,543 +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.