We are live on ! Find out more

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
RI
651
Ridgewood Investments
New Jersey
$504K
DCM
652
Dupont Capital Management
Delaware
$502K -$2.04M -45,944 -81%
GBA
653
Garrison Bradford & Associates
New York
$501K
IIM
654
Ipswich Investment Management
Massachusetts
$498K -$3.38K -76 -0.7%
HAIM
655
Hunter Associates Investment Management
Pennsylvania
$497K
DIM
656
DC Investments Management
Virginia
$495K -$46.7K -1,051 -9%
PCM
657
Palisade Capital Management
New Jersey
$495K +$3.2K +72 +0.7%
BRWA
658
B. Riley Wealth Advisors
Florida
$493K +$7.6K +171 +2%
AF
659
Advisornet Financial
Minnesota
$493K +$58.6K +1,319 +14%
6M
660
6 Meridian
Kansas
$486K -$4.76K -107 -1%
TCM
661
Tradition Capital Management
New Jersey
$478K -$6.67K -150 -1%
CAM
662
Covenant Asset Management
New Jersey
$478K
PWMAG
663
Pinnacle Wealth Management Advisory Group
New Jersey
$476K -$36.6K -824 -7%
HF
664
HRT Financial
New York
$476K +$465K +10,453 New
CCA
665
Cobblestone Capital Advisors
New York
$472K -$622 -14 -0.1%
LWS
666
Lucia Wealth Services
California
$468K -$358K -8,050 -44%
WGCA
667
Wolf Group Capital Advisors
Virginia
$468K -$27.8K -626 -6%
PFS
668
Physicians Financial Services
North Carolina
$467K +$6.67K +150 +1%
FTIOP
669
Fiduciary Trust International of Pennsylvania
Pennsylvania
$464K -$32K -720 -7%
MC
670
Moors & Cabot
Massachusetts
$464K +$9.87K +222 +2%
HIM
671
Hillsdale Investment Management
Ontario, Canada
$463K +$1.33K +30 +0.3%
MA
672
MUFG Americas
New York
$460K -$58.9K -1,325 -12%
AWA
673
ARS Wealth Advisors
Florida
$459K -$22.1K -497 -5%
GSBTD
674
Glenview State Bank Trust Department
Illinois
$456K
NIT
675
NumerixS Investment Technologies
British Columbia, Canada
$454K +$449K +10,100 New

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.