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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
BSW
801
Buckingham Strategic Wealth
Missouri
$255K +$10K +225 +4%
CLOS
802
Compagnie Lombard Odier SCmA
Switzerland
$254K -$77.6K -1,746 -24%
FMWA
803
Forvis Mazars Wealth Advisors
Missouri
$253K -$4.36K -98 -2%
FC
804
Ferris Capital
Massachusetts
$252K
STMM
805
South Texas Money Management
Texas
$250K -$5.25K -118 -2%
NP
806
NorthRock Partners
Minnesota
$250K +$244K +5,493 New
NFG
807
Nations Financial Group
Iowa
$249K
TYCC
808
Texas Yale Capital Corp
Florida
$246K
DSI
809
Daiwa SB Investments
Japan
$245K +$239K +5,380 New
GWM
810
Geneos Wealth Management
Colorado
$243K
WP
811
WealthShield Partners
North Carolina
$242K +$46.1K +1,036 +24%
MMA
812
Miracle Mile Advisors
California
$242K +$236K +5,308 New
FNBOO
813
First National Bank of Omaha
Nebraska
$241K -$23.9K -537 -9%
BPB
814
Badgley, Phelps & Bell
Washington
$241K +$13.3K +300 +6%
HR
815
Hayden Royal
North Carolina
$241K +$235K +5,280 New
FMLI
816
Fukoku Mutual Life Insurance
Japan
$237K
HTHT
817
Hemenway Trust Hemenway Trust
New Hampshire
$235K -$2.22K -50 -1%
CCM
818
Covington Capital Management
California
$235K
PFS
819
Prospera Financial Services
Texas
$234K -$289K -6,505 -56%
GC
820
Grimes & Company
Massachusetts
$233K +$22.6K +509 +11%
BFA
821
Brendel Financial Advisors
New Hampshire
$229K +$223K +5,023 New
CFSG
822
Community Financial Services Group
Vermont
$228K
MCM
823
Maple Capital Management
Vermont
$227K -$1.11K -25 -0.5%
EDRIA
824
Edmonds Duncan Registered Investment Advisors
Kansas
$226K
WP
825
WealthSource Partners
California
$226K +$11.2K +251 +5%

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.