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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
GP
601
Girard Partners
Pennsylvania
$617K -$1.6K -36 -0.3%
IAMOG
602
Investors Asset Management of Georgia
Georgia
$615K
MIM
603
Montgomery Investment Management
Maryland
$610K
CWM
604
Cordatus Wealth Management
Pennsylvania
$607K +$592K +13,319 New
PAG
605
Private Advisor Group
New Jersey
$606K -$404K -9,087 -41%
BFA
606
Bragg Financial Advisors
North Carolina
$606K -$51.6K -1,160 -8%
GJIC
607
Gamble Jones Investment Counsel
California
$606K
BBA
608
Braun-Bostich & Associates
Pennsylvania
$602K +$8.31K +187 +1%
BFS
609
Bradley Foster & Sargent
Connecticut
$601K -$40.6K -914 -6%
PT
610
Plimoth Trust
Massachusetts
$601K -$9.11K -205 -2%
LNB
611
Ledyard National Bank
$601K
RF
612
RHS Financial
California
$599K +$584K +13,137 New
CC
613
ClearArc Capital
Ohio
$595K -$303K -6,822 -34%
ASN
614
Advisory Services Network
Georgia
$595K +$44 +1 +0%
PP
615
Prudential plc
United Kingdom
$593K +$43K +967 +8%
RMC
616
Resources Management Corp
Connecticut
$588K -$28.5K -640 -5%
SAM
617
Smithbridge Asset Management
Pennsylvania
$588K +$574K +12,906 New
WTC
618
WhitTier Trust Company
Nevada
$585K +$356 +8 +0.1%
CG
619
Caprock Group
Idaho
$581K +$10.1K +227 +2%
PLFAM
620
Pineno Levin & Ford Asset Management
Virginia
$578K
SC
621
SRB Corp
Massachusetts
$577K +$47.1K +1,060 +9%
CSA
622
Cottage Street Advisors
Massachusetts
$575K
FHB
623
First Hawaiian Bank
Hawaii
$574K +$52.2K +1,175 +10%
OAMU
624
Ostrum Asset Management US
New York
$571K +$557K +12,527 New
HBWM
625
Hollow Brook Wealth Management
New York
$568K

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.