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
ESB
701
Essex Savings Bank
Connecticut
$401K +$391K +8,800 New
RCM
702
RNC Capital Management
California
$398K
CBU
703
CIBC Bank USA
Illinois
$397K +$5.96K +134 +2%
HBT
704
Hills Bank & Trust
Iowa
$394K -$1.33K -30 -0.3%
BA
705
BKS Advisors
Michigan
$393K -$89K -2,002 -19%
BFA
706
Beaumont Financial Advisors
Massachusetts
$393K -$3.87K -87 -1%
SNT
707
Security National Trust
West Virginia
$393K
SFSG
708
Stearns Financial Services Group
North Carolina
$393K
SAM
709
Silvercrest Asset Management
New York
$392K
BIAS
710
Beacon Investment Advisory Services
New Jersey
$389K +$1.65K +37 +0.4%
VFA
711
Valeo Financial Advisors
Indiana
$389K +$6.13K +138 +2%
ET
712
Equitable Trust
Tennessee
$388K -$10.2K -230 -3%
LW
713
Linscomb Wealth
Texas
$382K +$356 +8 +0.1%
CCA
714
Checchi Capital Advisers
California
$381K -$29K -652 -7%
BBHC
715
Brown Brothers Harriman & Co
New York
$381K -$16.9K -380 -4%
RPC
716
Rossmore Private Capital
Connecticut
$376K
MCM
717
Manchester Capital Management
Vermont
$374K
SBIA
718
Sheaff Brock Investment Advisors
Indiana
$372K +$89 +2 +0%
OWA
719
One Wealth Advisors
California
$372K +$13.8K +311 +4%
CCP
720
Corient Capital Partners
California
$371K +$131K +2,954 +57%
TRCT
721
Tower Research Capital (TRC)
New York
$370K +$293K +6,597 +434%
LOAME
722
Lombard Odier Asset Management (Europe)
United Kingdom
$369K +$360K +8,094 New
BP
723
Ballentine Partners
Massachusetts
$368K +$578 +13 +0.2%
KWM
724
Kingsview Wealth Management
Oregon
$366K -$1.91K -43 -0.5%
SIA
725
Sit Investment Associates
Minnesota
$366K +$56.7K +1,275 +19%

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.