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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
WSC
701
Wellington Shields & Co
New York
$417K -$18.3K -400 -4%
PA
702
Parallel Advisors
California
$416K -$24.7K -539 -6%
PI
703
Putnam Investments
Massachusetts
$415K -$19.8K -432 -5%
ET
704
Equitable Trust
Tennessee
$411K -$455K -9,936 -53%
RCM
705
RNC Capital Management
California
$411K
BBHC
706
Brown Brothers Harriman & Co
New York
$411K +$79.4K +1,734 +25%
BFA
707
Beaumont Financial Advisors
Massachusetts
$410K +$183 +4 +0%
MCM
708
Manchester Capital Management
Vermont
$409K
HBT
709
Hills Bank & Trust
Iowa
$408K
SNT
710
Security National Trust
West Virginia
$407K -$9.15K -200 -2%
SFSG
711
Stearns Financial Services Group
North Carolina
$406K +$13.8K +302 +4%
CBU
712
CIBC Bank USA
Illinois
$405K
SAM
713
Silvercrest Asset Management
New York
$405K +$8.33K +182 +2%
BCM
714
Becker Capital Management
Oregon
$402K
BIAS
715
Beacon Investment Advisory Services
New Jersey
$401K +$46 +1 +0%
TPWA
716
TRUE Private Wealth Advisors
Oregon
$398K -$1.01K -22 -0.3%
LW
717
Linscomb Wealth
Texas
$394K -$18.9K -413 -5%
RPC
718
Rossmore Private Capital
Connecticut
$388K
SBIA
719
Sheaff Brock Investment Advisors
Indiana
$384K +$46 +1 +0%
KWM
720
Kingsview Wealth Management
Oregon
$380K -$320K -6,984 -46%
AWM
721
Altium Wealth Management
New York
$380K -$28.5K -623 -7%
TA
722
Tiedemann Advisors
New York
$379K +$1.56K +34 +0.4%
BP
723
Ballentine Partners
Massachusetts
$379K +$8.6K +188 +2%
HS
724
HighVista Strategies
Massachusetts
$377K -$9.15K -200 -2%
CTA
725
Chesley Taft & Associates
Illinois
$377K

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.