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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
CTC
501
Central Trust Company
Missouri
$1.27M -$2.1K -46 -0.2%
CCT
502
Capital City Trust
Florida
$1.24M -$1.74K -38 -0.1%
OAM
503
Oak Asset Management
California
$1.24M -$2.29K -50 -0.2%
SC
504
Sawyer & Company
Massachusetts
$1.22M -$18.3K -400 -2%
DC
505
Davenport & Co
Virginia
$1.22M -$255K -5,562 -18%
SNBOSD
506
Security National Bank of So Dak
Iowa
$1.21M -$30K -655 -2%
V
507
Veritable
Delaware
$1.21M +$14.4K +314 +1%
ECM
508
EagleClaw Capital Management
Massachusetts
$1.21M
VCM
509
Virtue Capital Management
Tennessee
$1.2M +$724K +15,818 +165%
WWM
510
Willingdon Wealth Management
North Carolina
$1.19M +$9.15K +200 +0.8%
TC
511
Telemus Capital
Michigan
$1.18M -$667K -14,578 -37%
BWM
512
BerganKDV Wealth Management
Minnesota
$1.18M +$11.3K +248 +1%
TU
513
TDAM USA
Ontario, Canada
$1.14M -$4.58K -100 -0.4%
Koshinski Asset Management
514
Koshinski Asset Management
Illinois
$1.12M +$361K +7,891 +50%
KA
515
Kaizen Advisory
Illinois
$1.12M +$999K +21,827 +1,139%
VFA
516
Voya Financial Advisors
Connecticut
$1.09M -$8.97K -196 -0.8%
HCMT
517
Highland Capital Management (Tennessee)
Tennessee
$1.08M -$9.15K -200 -0.9%
WT
518
Whittier Trust
California
$1.08M +$25.7K +561 +2%
Credit Agricole
519
Credit Agricole
France
$1.08M -$33K -720 -3%
CFA
520
Carroll Financial Associates
North Carolina
$1.07M +$243K +5,312 +30%
FM
521
Foster & Motley
Ohio
$1.06M +$796K +17,393 +343%
PAG
522
Private Advisor Group
New Jersey
$1.05M -$115K -2,517 -10%
BOTW
523
Bank of the West
California
$1.05M -$37.3K -816 -4%
AP
524
Advisor Partners
California
$1.04M -$5.77K -126 -0.6%
Macquarie Group
525
Macquarie Group
Australia
$1.04M -$77.8K -1,700 -7%

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.