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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
CL
751
CIM LLC
New York
$315K +$20.2K +455 +7%
SCM
752
Shelton Capital Management
Colorado
$314K
WAP
753
Wealthcare Advisory Partners
Pennsylvania
$314K +$356 +8 +0.1%
ZCM
754
Zebra Capital Management
Connecticut
$314K +$67.8K +1,525 +28%
SSWM
755
Smith Salley Wealth Management
North Carolina
$311K -$89 -2 -0%
CAM
756
Carret Asset Management
New York
$311K
AIC
757
Archer Investment Corporation
Indiana
$310K +$302K +6,800 New
IP
758
Investment Partners
Ohio
$308K +$1.38K +31 +0.5%
DT
759
Diversified Trust
Tennessee
$307K +$756 +17 +0.3%
WCWM
760
Willow Creek Wealth Management
California
$306K
SMC
761
Smith, Moore & Co
Missouri
$305K -$2.44K -55 -0.8%
AWP
762
Ascent Wealth Partners
New York
$304K
NAM
763
North American Management
Massachusetts
$302K
TL
764
TrueWealth LLC
Georgia
$296K +$88.3K +1,986 +44%
HAG
765
HighPoint Advisor Group
Illinois
$296K +$269K +6,062 New
APG
766
Abacus Planning Group
South Carolina
$295K -$5.87K -132 -2%
MYIA
767
Mount Yale Investment Advisors
Colorado
$294K -$11.7K -264 -4%
MIC
768
Means Investment Company
Maine
$291K +$284K +6,393 New
CIAS
769
Capital Investment Advisory Services
North Carolina
$289K +$65.8K +1,480 +30%
LWCFA
770
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$288K
KA
771
Kovack Advisors
Florida
$288K +$37.8K +851 +16%
PWW
772
Pettyjohn Wood & White
Virginia
$287K
JFGIW
773
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$287K +$10.7K +240 +4%
SGCA
774
Steel Grove Capital Advisors
Tennessee
$287K +$35K +787 +14%
TAIM
775
TD Ameritrade Investment Management
Nebraska
$287K +$119K +2,679 +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.