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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
WP
601
WMS Partners
Maryland
$675K
KIC
602
Keating Investment Counselors
Florida
$665K -$27.5K -600 -4%
BFS
603
Bradley Foster & Sargent
Connecticut
$664K
ZIC
604
ZWJ Investment Counsel
Georgia
$660K -$22.6K -494 -3%
ECM
605
Evergreen Capital Management
Washington
$658K +$4.76K +104 +0.7%
WIS
606
Wright Investors Service
Connecticut
$655K -$354K -7,728 -36%
MSAM
607
Moloney Securities Asset Management
Missouri
$647K
MC
608
Menta Capital
California
$647K +$409K +8,936 +186%
PNC
609
Park National Corp
Ohio
$646K -$57.7K -1,260 -8%
ATC
610
Argent Trust Co
Tennessee
$644K +$4.03K +88 +0.6%
GP
611
Girard Partners
Pennsylvania
$639K +$3.11K +68 +0.5%
RMC
612
Resources Management Corp
Connecticut
$637K +$620K +13,552 New
IAMOG
613
Investors Asset Management of Georgia
Georgia
$635K
MIM
614
Montgomery Investment Management
Maryland
$631K
PT
615
Plimoth Trust
Massachusetts
$629K -$8.7K -190 -1%
ACI
616
Alpha Cubed Investments
California
$629K +$382K +8,352 +144%
GJIC
617
Gamble Jones Investment Counsel
California
$626K -$37K -808 -6%
LNB
618
Ledyard National Bank
$620K
PP
619
Paloma Partners
Connecticut
$614K -$2.35M -51,364 -80%
ASN
620
Advisory Services Network
Georgia
$614K -$2.47K -54 -0.4%
BBA
621
Braun-Bostich & Associates
Pennsylvania
$614K +$48.9K +1,069 +9%
WTC
622
WhitTier Trust Company
Nevada
$603K
Envestnet Asset Management
623
Envestnet Asset Management
Illinois
$602K -$660K -14,422 -53%
HI
624
HBK Investments
Texas
$598K +$581K +12,705 New
PLFAM
625
Pineno Levin & Ford Asset Management
Virginia
$597K

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.