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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
DCM
776
Driehaus Capital Management
Illinois
$284K -$3.33K -75 -1%
MAA
777
Matrix Asset Advisors
New York
$283K
BIA
778
BHK Investment Advisors
Alabama
$280K -$11.9K -267 -4%
WG
779
Winton Group
United Kingdom
$279K -$133K -2,997 -33%
GHA
780
GW Henssler & Associates
Georgia
$278K -$2K -45 -0.7%
S
781
Surevest
California
$277K +$270K +6,072 New
HCA
782
Horan Capital Advisors
Ohio
$276K
DWT
783
Dorsey & Whitney Trust
South Dakota
$275K -$18.6K -419 -6%
PGFC
784
Peapack-Gladstone Financial Corp
New Jersey
$273K -$46.3K -1,042 -15%
BAS
785
Brown Advisory Securities
Maryland
$270K +$19.2K +431 +8%
IOOF
786
Independent Order of Foresters
Ontario, Canada
$269K -$1.78K -40 -0.7%
HK
787
Horizon Kinetics
New York
$269K
EWM
788
Executive Wealth Management
Michigan
$269K +$262K +5,895 New
PB
789
Pinnacle Bancorp
Nebraska
$269K +$262K +5,900 New
SFA
790
Sequoia Financial Advisors
Ohio
$264K -$5.04M -113,358 -95%
PP
791
Patten & Patten
Tennessee
$263K -$15.1K -340 -6%
AFC
792
AFT Forsyth & Company
Florida
$262K -$8.89K -200 -3%
AAS
793
Avantax Advisory Services
Texas
$262K +$255K +5,729 New
GEA
794
Glen Eagle Advisors
New Jersey
$262K +$4K +90 +2%
TFS
795
TrustCore Financial Services
Tennessee
$261K +$6.93K +156 +3%
CG
796
Colony Group
Massachusetts
$261K +$27.1K +610 +12%
PL
797
Plancorp LLC
Missouri
$259K -$533 -12 -0.2%
NBG
798
Nancy B. Gardiner
$258K
AW
799
Alpha Windward
Massachusetts
$257K -$20.4K -460 -8%
IA
800
IFP Advisors
Florida
$256K -$42.6K -959 -14%

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.