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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
ClearBridge Investments
51
ClearBridge Investments
New York
$84.5M +$5.63M +126,613 +7%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$84.3M -$10.8M -242,959 -12%
ProShare Advisors
53
ProShare Advisors
Maryland
$83.3M +$2.31M +51,856 +3%
Balyasny Asset Management
54
Balyasny Asset Management
Illinois
$83M +$81M +1,821,849 New
Robeco Institutional Asset Management
55
Robeco Institutional Asset Management
Netherlands
$80.2M +$40.1K +902 +0.1%
Wellington Management Group
56
Wellington Management Group
Massachusetts
$74.3M -$10.7M -240,612 -13%
AI
57
Ariel Investments
Illinois
$74.2M -$25.6M -575,209 -26%
Teacher Retirement System of Texas
58
Teacher Retirement System of Texas
Texas
$73.1M +$5.87M +132,079 +9%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$71.3M -$23.9K -538 -0%
CS
60
Credit Suisse
Switzerland
$70.8M +$8.24M +185,301 +14%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$70.6M +$12.9M +290,494 +23%
H
62
Hexavest
Quebec, Canada
$66.7M +$20M +450,012 +44%
T. Rowe Price Associates
63
T. Rowe Price Associates
Maryland
$66M +$1.04M +23,360 +2%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$65.6M -$173K -3,884 -0.3%
AG
65
Aperio Group
California
$65.1M -$9.63M -216,641 -13%
TA
66
Teachers Advisors
New York
$60.4M +$982K +22,100 +2%
BCM
67
Bridgeway Capital Management
Texas
$59.9M -$2.49M -56,050 -4%
EVM
68
Eaton Vance Management
Massachusetts
$59.3M -$808K -18,184 -1%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$58.5M -$2.65M -59,636 -4%
Asset Management One
70
Asset Management One
Japan
$57.1M -$83.5K -1,878 -0.1%
AII
71
AGF Investments Inc
Ontario, Canada
$57.1M +$19.2M +431,679 +53%
Citadel Advisors
72
Citadel Advisors
Florida
$57M +$39.9M +897,806 +254%
SF
73
Synovus Financial
Georgia
$56.5M -$807K -18,157 -1%
TAM
74
Tocqueville Asset Management
New York
$56M -$5.78M -130,054 -10%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$52.3M +$2.72M +61,276 +6%

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.