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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
BAM
551
Berkshire Asset Management
Pennsylvania
$828K
BOTW
552
Bank of the West
California
$825K -$183K -4,122 -19%
V
553
VeraBank
Texas
$818K +$798K +17,956 New
LIA
554
LBMC Investment Advisors
Tennessee
$797K +$499K +11,233 +179%
FANJ
555
Financial Architects (New Jersey)
New Jersey
$794K
CWM
556
Chesapeake Wealth Management
Virginia
$793K -$122K -2,750 -14%
ECM
557
ETrade Capital Management
Virginia
$786K +$767K +17,247 New
JG
558
Jefferies Group
New York
$780K -$522K -11,739 -41%
LCP
559
Legacy Capital Partners
Wisconsin
$771K -$8.89K -200 -1%
AC
560
Abbrea Capital
California
$770K +$4K +90 +0.5%
MC
561
Miles Capital
Iowa
$769K -$5.33K -120 -0.7%
SPC
562
Stewart & Patten Company
California
$766K -$124K -2,800 -14%
CWM
563
Cornerstone Wealth Management
Missouri
$761K -$17.2M -387,269 -96%
AFG
564
Albion Financial Group
Utah
$760K +$742K +16,685 New
IFWM
565
Institute for Wealth Management
Colorado
$759K -$491K -11,053 -40%
SWP
566
Stratos Wealth Partners
Ohio
$752K +$734K +16,512 New
S
567
SignatureFD
Georgia
$745K -$47.5K -1,069 -6%
CA
568
Cetera Advisors
Colorado
$744K -$31.5K -709 -4%
DJSG
569
D.J. St. Germain
Massachusetts
$735K -$8.89K -200 -1%
DP
570
Dearborn Partners
Illinois
$733K +$69.8K +1,570 +11%
BL
571
Balentine LLC
Georgia
$730K +$531K +11,950 +294%
SFG
572
SevenBridge Financial Group
Pennsylvania
$724K -$13.3K -300 -2%
HPC
573
HM Payson & Co
Maine
$721K -$27.8M -624,928 -98%
WOC
574
West Oak Capital
California
$716K
ARTA
575
A.R.T. Advisors
New York
$715K -$1.42M -31,900 -67%

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.