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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
BFIM
826
Beese Fulmer Investment Management
Ohio
$225K +$219K +4,931 New
Qube Research & Technologies (QRT)
827
Qube Research & Technologies (QRT)
United Kingdom
$224K -$243K -5,474 -53%
GLA
828
Good Life Advisors
Pennsylvania
$224K -$10.1K -227 -4%
NHC
829
Nicholas Hoffman & Company
Georgia
$223K +$44 +1 +0%
RMDI
830
R.M. Davis Inc
Maine
$223K +$1.87K +42 +0.9%
BG
831
Bollard Group
Massachusetts
$220K +$1.25K +28 +0.6%
HS
832
HighVista Strategies
Massachusetts
$219K -$142K -3,200 -40%
CCM
833
Compton Capital Management
Rhode Island
$219K -$4.45K -100 -2%
PIM
834
Provident Investment Management
Michigan
$219K
WMC
835
Westwood Management Corporation
Illinois
$219K
SFWA
836
Summit Financial Wealth Advisors
Louisiana
$218K -$11.5K -258 -5%
DMC
837
Drexel Morgan & Co
Pennsylvania
$218K
IFS
838
Ifrah Financial Services
Arkansas
$215K -$7.69K -173 -4%
LNC
839
Lincoln National Corp
Pennsylvania
$213K -$4.49K -101 -2%
OIA
840
Optimum Investment Advisors
Illinois
$213K
GC
841
Gratus Capital
Georgia
$212K -$200K -4,500 -49%
NSB
842
Norway Savings Bank
Maine
$212K
SFSIG
843
San Francisco Sentry Investment Group
California
$211K +$1.16K +26 +0.6%
LBC
844
Lowe Brockenbrough & Co
Virginia
$210K
FI
845
FormulaFolio Investments
Michigan
$206K
PM
846
Penbrook Management
New York
$205K -$88.9K -2,000 -31%
BS
847
Boenning & Scattergood
Pennsylvania
$205K -$31.1K -700 -13%
AWM
848
Alterna Wealth Management
Texas
$204K +$117K +2,627 New
KCM
849
Kanawha Capital Management
Virginia
$203K +$2.22K +50 +1%
FIM
850
Frontier Investment Management
Texas
$202K +$197K +4,430 New

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.