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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
Holocene Advisors
526
Holocene Advisors
New York
$1.04M +$641K +14,015 +175%
BHWM
527
Bar Harbor Wealth Management
New Hampshire
$1.03M -$9.61K -210 -0.9%
AC
528
Arjuna Capital
North Carolina
$1.03M +$2.47K +54 +0.2%
LNWWM
529
Laird Norton Wetherby Wealth Management
California
$1.03M -$4.35K -95 -0.4%
BA
530
Bridgewater Associates
Connecticut
$1.02M -$5.32M -116,358 -84%
GT
531
Glenview Trust
Kentucky
$1.01M +$983K +21,481 New
HTC
532
Haverford Trust Company
Pennsylvania
$1.01M -$53.7K -1,174 -5%
Cerity Partners
533
Cerity Partners
New York
$1.01M +$159K +3,475 +19%
QIM
534
Quantitative Investment Management
Virginia
$1.01M -$2.99M -65,300 -75%
MRCM
535
M&R Capital Management
New Jersey
$1M -$3.66K -80 -0.4%
DSC
536
Duncker Streett & Co
Missouri
$981K -$4.58K -100 -0.5%
WBC
537
West Branch Capital
Massachusetts
$980K -$5.77K -126 -0.6%
MWM
538
Modera Wealth Management
New Jersey
$974K
ONB
539
Old National Bancorp
Indiana
$970K -$134K -2,920 -12%
CI
540
Cigna Investments
Connecticut
$970K -$88.2K -1,927 -8%
GFA
541
Gifford Fong Associates
California
$970K
KTC
542
Kistler-Tiffany Companies
Pennsylvania
$968K
MYLI
543
Meiji Yasuda Life Insurance
Japan
$965K -$244K -5,340 -21%
BCM
544
Bayesian Capital Management
New York
$954K +$294K +6,429 +46%
AFM
545
Abbot Financial Management
Massachusetts
$953K -$4.3K -94 -0.5%
CWM
546
Chesapeake Wealth Management
Virginia
$949K -$9.15K -200 -1%
CFMC
547
Curbstone Financial Management Corp
New Hampshire
$946K -$9.15K -200 -1%
KIA
548
Kopp Investment Advisors
Minnesota
$946K -$1.33K -29 -0.1%
DAC
549
Dividend Assets Capital
South Carolina
$941K +$69.8K +1,525 +8%
EDRH
550
Edmond de Rothschild Holding
Switzerland
$938K -$182K -3,967 -17%

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.