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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
CSA
626
Cottage Street Advisors
Massachusetts
$595K
IRF
627
IBM Retirement Fund
New York
$590K -$99.6K -2,176 -15%
CG
628
Caprock Group
Idaho
$590K +$45.8K +1,000 +9%
WT
629
Washington Trust
Rhode Island
$588K -$84K -1,835 -13%
HBWM
630
Hollow Brook Wealth Management
New York
$587K
RCAG
631
Rehmann Capital Advisory Group
Michigan
$585K -$92 -2 -0%
MWNA
632
Marshall Wace North America
New York
$571K +$207K +4,533 +60%
PP
633
Prudential plc
United Kingdom
$567K +$334K +7,299 +153%
ACM
634
Argyle Capital Management
Pennsylvania
$566K
DIM
635
DC Investments Management
Virginia
$561K -$388K -8,471 -42%
CFG
636
Citizens Financial Group
Rhode Island
$558K -$8.97K -196 -2%
CAPTRUST Financial Advisors
637
CAPTRUST Financial Advisors
North Carolina
$554K +$475K +10,388 +757%
BCM
638
Brookstone Capital Management
Illinois
$553K +$229K +5,002 +74%
JIC
639
Joel Isaacson & Co
New York
$550K
NWP
640
Northstar Wealth Partners
Connecticut
$547K
SC
641
SRB Corp
Massachusetts
$546K +$18.5K +405 +4%
GCP
642
GSA Capital Partners
United Kingdom
$545K -$2.55M -55,722 -83%
NB
643
Nicolet Bankshares
Wisconsin
$544K -$33.2K -725 -6%
ACM
644
Alethea Capital Management
Washington
$542K +$527K +11,512 New
Lido Advisors
645
Lido Advisors
California
$539K +$29.6K +646 +6%
FHB
646
First Hawaiian Bank
Hawaii
$539K +$524K +11,442 New
MA
647
MUFG Americas
New York
$538K -$121K -2,636 -19%
ST
648
Spinnaker Trust
Maine
$536K
PWMAG
649
Pinnacle Wealth Management Advisory Group
New Jersey
$530K -$870 -19 -0.2%
Fidelity International
650
Fidelity International
Bermuda
$525K +$32.2K +704 +7%

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.