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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
BS
801
Boenning & Scattergood
Pennsylvania
$244K +$238K +5,198 New
CCP
802
Corient Capital Partners
California
$243K
CCM
803
Covington Capital Management
California
$242K -$11.4K -250 -5%
GLA
804
Good Life Advisors
Pennsylvania
$242K +$824 +18 +0.4%
PC
805
Port Capital
Illinois
$240K +$3.34K +73 +1%
CG
806
Colony Group
Massachusetts
$240K +$234K +5,109 New
VF
807
Virtu Financial
New York
$237K -$65.3K -1,428 -22%
MCM
808
Maple Capital Management
Vermont
$235K -$32K -700 -12%
BPB
809
Badgley, Phelps & Bell
Washington
$235K
CFSG
810
Community Financial Services Group
Vermont
$235K
EDRIA
811
Edmonds Duncan Registered Investment Advisors
Kansas
$233K
CCM
812
Compton Capital Management
Rhode Island
$231K
NHC
813
Nicholas Hoffman & Company
Georgia
$231K +$46 +1 +0%
IFS
814
Ifrah Financial Services
Arkansas
$230K -$5.45K -119 -2%
RMDI
815
R.M. Davis Inc
Maine
$229K
CIAS
816
Capital Investment Advisory Services
North Carolina
$229K +$5.72K +125 +3%
FMB
817
Field & Main Bank
Kentucky
$228K -$18.3K -400 -8%
FBT
818
First Bankers Trust
Kentucky
$227K
PIM
819
Provident Investment Management
Michigan
$226K
WMC
820
Westwood Management Corporation
Illinois
$226K
BG
821
Bollard Group
Massachusetts
$226K +$1.19K +26 +0.5%
DMC
822
Drexel Morgan & Co
Pennsylvania
$225K
SC
823
Savant Capital
Illinois
$224K +$549 +12 +0.3%
LNC
824
Lincoln National Corp
Pennsylvania
$224K +$218K +4,769 New
WP
825
WealthSource Partners
California
$221K +$215K +4,699 New

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.