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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
O
726
Ossiam
France
$365K +$356K +8,016 New
CTA
727
Chesley Taft & Associates
Illinois
$364K
SHGA
728
Sand Hill Global Advisors
California
$364K
LFAS
729
Level Four Advisory Services
Texas
$363K +$67.4K +1,515 +23%
HB
730
Homrich & Berg
Georgia
$362K +$11.6K +262 +3%
CFGS
731
Concourse Financial Group Securities
Alabama
$358K +$146K +3,278 +71%
GAAM
732
Guinness Atkinson Asset Management
California
$356K -$72K -1,620 -17%
AWM
733
Altium Wealth Management
New York
$353K -$14.7K -331 -4%
BCM
734
Buckhead Capital Management
Georgia
$351K
SS
735
Simplicity Solutions
Minnesota
$345K -$91.3K -2,054 -21%
QI
736
Qtron Investments
Massachusetts
$344K +$336K +7,552 New
JIC
737
Johnson Investment Counsel
Ohio
$343K -$13.3K -300 -4%
GCMG
738
Gyroscope Capital Management Group
Florida
$341K +$8.54K +192 +3%
ACM
739
Allred Capital Management
Texas
$341K +$334K +7,503 New
RIM
740
Rampart Investment Management
Connecticut
$339K -$36.2K -814 -10%
BB
741
Busey Bank
Illinois
$334K -$90K -2,024 -22%
WAM
742
Wealthspire Advisors (Maryland)
Maryland
$334K +$23.2K +521 +8%
BW
743
Bison Wealth
Georgia
$332K +$121K +2,721 +60%
FAN
744
Financial Advisors Network
California
$332K +$324K +7,282 New
BBA
745
BLB&B Advisors
Pennsylvania
$327K
PVWM
746
Point View Wealth Management
New Jersey
$324K
CDH
747
Charles D. Hyman
$320K
Fiera Capital (Canada)
748
Fiera Capital (Canada)
Quebec, Canada
$320K +$978 +22 +0.3%
SWA
749
Sutton Wealth Advisors
Florida
$318K +$178K +4,000 +134%
FA
750
FDx Advisors
Illinois
$316K -$891K -20,045 -74%

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.