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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
Marshall Wace
826
Marshall Wace
United Kingdom
$221K +$215K +4,701 New
OIA
827
Optimum Investment Advisors
Illinois
$220K
NSB
828
Norway Savings Bank
Maine
$220K +$22.9K +500 +12%
SFWA
829
Summit Financial Wealth Advisors
Louisiana
$220K +$230K +5,036 New
SFSIG
830
San Francisco Sentry Investment Group
California
$217K +$4.62K +101 +2%
GC
831
Grimes & Company
Massachusetts
$217K +$211K +4,616 New
LBC
832
Lowe Brockenbrough & Co
Virginia
$217K +$211K +4,620 New
CFGS
833
Concourse Financial Group Securities
Alabama
$216K +$210K +4,587 New
BW
834
Bison Wealth
Georgia
$215K +$209K +4,565 New
TL
835
TrueWealth LLC
Georgia
$212K +$4.71K +103 +2%
KCM
836
Kanawha Capital Management
Virginia
$208K -$38K -830 -16%
HC
837
Hendley & Co
Ohio
$207K +$201K +4,390 New
FI
838
FormulaFolio Investments
Michigan
$206K -$18.9K -412 -9%
CFB
839
Cullen/Frost Bankers
Texas
$205K +$199K +4,358 New
CRC
840
Curi RMB Capital
Illinois
$203K
MPWT
841
MassMutual Private Wealth & Trust
Connecticut
$202K
RWP
842
RWA Wealth Partners
Massachusetts
$202K
WP
843
WealthShield Partners
North Carolina
$202K +$196K +4,282 New
QCG
844
Quadrant Capital Group
Ohio
$195K
SWP
845
Strategic Wealth Partners
Ohio
$194K +$92 +2 +0%
APA
846
American Portfolios Advisors
New York
$194K +$20.5K +447 +12%
BL
847
Balentine LLC
Georgia
$191K +$186K +4,062 New
C
848
Cerebellum
California
$188K +$183K +4,001 New
PCM
849
Prelude Capital Management
New York
$170K +$42.3K +925 +34%
TAIM
850
TD Ameritrade Investment Management
Nebraska
$170K +$147K +3,217 +814%

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.