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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
RCAG
626
Rehmann Capital Advisory Group
Michigan
$566K
SC
627
Scotia Capital
Ontario, Canada
$556K +$127K +2,863 +31%
DA
628
Duality Advisers
Florida
$555K +$541K +12,180 New
PNC
629
Park National Corp
Ohio
$553K -$71.1K -1,600 -12%
WT
630
Washington Trust
Rhode Island
$548K -$21.1K -475 -4%
ACM
631
Argyle Capital Management
Pennsylvania
$548K
ATI
632
Act Two Investors
California
$542K +$529K +11,890 New
BAM
633
Belpointe Asset Management
Nevada
$541K +$418K +9,401 +382%
CFG
634
Citizens Financial Group
Rhode Island
$539K -$1.96K -44 -0.4%
CAPTRUST Financial Advisors
635
CAPTRUST Financial Advisors
North Carolina
$536K
JIC
636
Joel Isaacson & Co
New York
$534K
AAM
637
Arabesque Asset Management
United Kingdom
$534K +$521K +11,721 New
PFPT
638
Pinnacle Financial Partners (Tennessee)
Tennessee
$533K -$119K -2,670 -19%
BCM
639
Brookstone Capital Management
Illinois
$533K -$2.8K -63 -0.5%
PA
640
Profund Advisors
Maryland
$531K -$211K -4,736 -29%
NWP
641
Northstar Wealth Partners
Connecticut
$530K
Lido Advisors
642
Lido Advisors
California
$527K +$5.6K +126 +1%
WIM
643
Waverton Investment Management
United Kingdom
$527K +$26.7K +600 +5%
IRF
644
IBM Retirement Fund
New York
$523K -$47.3K -1,064 -8%
NB
645
Nicolet Bankshares
Wisconsin
$523K -$3.11K -70 -0.6%
CAN
646
Cetera Advisor Networks
California
$520K +$51.3K +1,154 +11%
ST
647
Spinnaker Trust
Maine
$519K
FCCM
648
First City Capital Management
Georgia
$517K +$505K +11,350 New
MAFM
649
Mid Atlantic Financial Management
Pennsylvania
$508K +$495K +11,141 New
II
650
Inspire Investing
Idaho
$505K +$60.5K +1,362 +14%

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.