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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
BB
551
Bell Bank
North Dakota
$937K -$883K -19,300 -49%
CC
552
ClearArc Capital
Ohio
$936K +$3.66K +80 +0.4%
N
553
Nuveen
North Carolina
$935K -$763K -16,677 -46%
SA
554
Sicart Associates
New York
$934K
UCMOK
555
United Capital Management of KS
Kansas
$931K +$894K +19,526 New
Rockefeller Capital Management
556
Rockefeller Capital Management
New York
$929K -$12.6K -275 -1%
SPC
557
Stewart & Patten Company
California
$923K
HCM
558
HMS Capital Management
Tennessee
$915K +$81.1K +1,773 +10%
AIA
559
AGF Investments America
Ontario, Canada
$912K +$14.6K +320 +2%
VIG
560
Vienna Insurance Group
Poland
$891K +$55.4K +1,210 +7%
SPC
561
Sigma Planning Corp
Michigan
$880K +$6.87K +150 +0.8%
RT
562
Rockland Trust
Massachusetts
$880K +$34.6K +756 +4%
RW
563
Rand Wealth
Maryland
$879K
LWS
564
Lucia Wealth Services
California
$862K -$9.43K -206 -1%
VWM
565
Venturi Wealth Management
Texas
$856K +$7.23K +158 +0.9%
BAM
566
Berkshire Asset Management
Pennsylvania
$855K +$110K +2,414 +15%
NA
567
NewEdge Advisors
Louisiana
$850K +$92.9K +2,031 +13%
BFM
568
Boston Financial Management
Massachusetts
$840K -$81.5K -1,780 -9%
OAM
569
Oppenheimer Asset Management
New York
$831K +$154K +3,362 +24%
Acadian Asset Management
570
Acadian Asset Management
Massachusetts
$821K -$12.5M -273,374 -94%
S
571
SignatureFD
Georgia
$821K -$24.9K -543 -3%
FANJ
572
Financial Architects (New Jersey)
New Jersey
$820K +$8.33K +182 +1%
LCP
573
Legacy Capital Partners
Wisconsin
$806K -$18.3K -400 -2%
CA
574
Cetera Advisors
Colorado
$801K +$48.4K +1,057 +7%
MC
575
Miles Capital
Iowa
$800K -$73.8K -1,612 -9%

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.