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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
SHGA
726
Sand Hill Global Advisors
California
$377K
GAMA
727
Graticule Asia Macro Advisors
New York
$372K +$142K +3,100 +65%
OWA
728
One Wealth Advisors
California
$370K -$9.75K -213 -3%
JIC
729
Johnson Investment Counsel
Ohio
$369K +$84.7K +1,850 +31%
BCM
730
Buckhead Capital Management
Georgia
$362K
HB
731
Homrich & Berg
Georgia
$362K +$62.9K +1,375 +22%
VFA
732
Valeo Financial Advisors
Indiana
$361K -$5.67K -124 -1%
WTB
733
Washington Trust Bank
Washington
$352K +$190K +4,144 +124%
CLOS
734
Compagnie Lombard Odier SCmA
Switzerland
$343K +$81.8K +1,787 +32%
CAM
735
ClariVest Asset Management
California
$340K
GCMG
736
Gyroscope Capital Management Group
Florida
$339K +$334K +7,296 New
BBA
737
BLB&B Advisors
Pennsylvania
$338K +$9.15K +200 +3%
RA
738
RFG Advisory
Alabama
$336K +$327K +7,148 New
CC
739
Cipher Capital
New York
$335K +$325K +7,106 New
PVWM
740
Point View Wealth Management
New Jersey
$334K
PCMC
741
Paragon Capital Management (Colorado)
Colorado
$333K
PGFC
742
Peapack-Gladstone Financial Corp
New Jersey
$331K
CDH
743
Charles D. Hyman
$330K
Fiera Capital (Canada)
744
Fiera Capital (Canada)
Quebec, Canada
$330K +$1.01K +22 +0.3%
SCM
745
Shelton Capital Management
Colorado
$324K
WAP
746
Wealthcare Advisory Partners
Pennsylvania
$324K +$412 +9 +0.1%
IUHSA
747
Itau Unibanco Holding S.A.
Brazil
$322K -$180K -3,930 -37%
WAM
748
Wealthspire Advisors (Maryland)
Maryland
$321K -$10.9K -238 -3%
CAM
749
Carret Asset Management
New York
$321K
SSWM
750
Smith Salley Wealth Management
North Carolina
$321K +$3.84K +84 +1%

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.