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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
GBA
651
Garrison Bradford & Associates
New York
$518K
IIM
652
Ipswich Investment Management
Massachusetts
$518K +$45.6K +996 +10%
WIM
653
Waverton Investment Management
United Kingdom
$517K
CFA
654
Camarda Financial Advisors
Florida
$514K -$3.25K -71 -0.6%
WGCA
655
Wolf Group Capital Advisors
Virginia
$513K -$479K -10,474 -49%
FTIOP
656
Fiduciary Trust International of Pennsylvania
Pennsylvania
$513K -$9.15K -200 -2%
HAIM
657
Hunter Associates Investment Management
Pennsylvania
$513K
WA
658
WBH Advisory
Maryland
$512K -$4.53K -99 -0.9%
PFS
659
Prospera Financial Services
Texas
$512K +$535K +11,685 New
BOH
660
Bank of Hawaii
Hawaii
$509K +$162K +3,542 +49%
PCM
661
Palisade Capital Management
New Jersey
$508K
6M
662
6 Meridian
Kansas
$507K -$34.9K -763 -7%
RI
663
Ridgewood Investments
New Jersey
$504K
BRWA
664
B. Riley Wealth Advisors
Florida
$502K +$32.8K +717 +7%
TCM
665
Tradition Capital Management
New Jersey
$501K
BA
666
BKS Advisors
Michigan
$500K +$206K +4,500 +73%
AWA
667
ARS Wealth Advisors
Florida
$498K +$183 +4 +0%
HH
668
Hilltop Holdings
Texas
$491K +$138K +3,013 +41%
Qube Research & Technologies (QRT)
669
Qube Research & Technologies (QRT)
United Kingdom
$489K +$475K +10,384 New
CCA
670
Cobblestone Capital Advisors
New York
$488K
CAN
671
Cetera Advisor Networks
California
$484K +$119K +2,607 +34%
CAM
672
Covenant Asset Management
New Jersey
$478K
ABC
673
Associated Banc-Corp
Wisconsin
$478K +$3.07K +67 +0.7%
HIM
674
Hillsdale Investment Management
Ontario, Canada
$477K -$458 -10 -0.1%
PFS
675
Physicians Financial Services
North Carolina
$476K

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.