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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
KTC
526
Kistler-Tiffany Companies
Pennsylvania
$937K
KIA
527
Kopp Investment Advisors
Minnesota
$933K +$16.7K +375 +2%
CIC
528
Crawford Investment Counsel
Georgia
$930K -$377K -8,486 -29%
MERSOM
529
Municipal Employees' Retirement System of Michigan
Michigan
$930K +$908K +20,420 New
KA
530
Kaizen Advisory
Illinois
$929K -$149K -3,352 -14%
N
531
Nuveen
North Carolina
$923K +$17.5K +394 +2%
AFM
532
Abbot Financial Management
Massachusetts
$922K +$267 +6 +0%
WBC
533
West Branch Capital
Massachusetts
$917K -$30.5K -687 -3%
CFMC
534
Curbstone Financial Management Corp
New Hampshire
$916K
Rockefeller Capital Management
535
Rockefeller Capital Management
New York
$914K +$13.3K +300 +2%
OAM
536
Oxford Asset Management
United Kingdom
$913K +$891K +20,049 New
Credit Agricole
537
Credit Agricole
France
$912K -$126K -2,830 -12%
DAC
538
Dividend Assets Capital
South Carolina
$910K -$267 -6 -0%
SA
539
Sicart Associates
New York
$904K
WS
540
Wedbush Securities
California
$904K +$142K +3,199 +19%
MRCM
541
M&R Capital Management
New Jersey
$903K -$66.7K -1,500 -7%
BCM
542
Breiter Capital Management
Florida
$900K +$184K +4,144 +27%
HCM
543
HMS Capital Management
Tennessee
$893K +$6.62K +149 +0.8%
FCB
544
First Command Bank
Texas
$885K -$833K -18,734 -49%
FCFS
545
First Command Financial Services
Texas
$885K -$833K -18,734 -49%
SPC
546
Sigma Planning Corp
Michigan
$867K +$14.3K +322 +2%
CAG
547
Csenge Advisory Group
Florida
$865K +$158K +3,560 +23%
KA
548
Kintegral Advisory
New York
$853K +$832K +18,716 New
BC
549
Brinker Capital
Pennsylvania
$849K +$828K +18,627 New
RT
550
Rockland Trust
Massachusetts
$834K -$17.1K -384 -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.