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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
Carson Wealth (CWM LLC)
851
Carson Wealth (CWM LLC)
Nebraska
$160K +$26K +568 +20%
OSNBOA
852
Old Second National Bank of Aurora
Illinois
$157K
STA
853
Summit Trail Advisors
New York
$157K +$152K +3,325 New
CAGAS
854
Capital Advisory Group Advisory Services
Minnesota
$154K +$33.4K +730 +29%
BCP
855
Blue Chip Partners
Michigan
$148K +$824 +18 +0.6%
SCM
856
Silvant Capital Management
Georgia
$141K
SWA
857
Sutton Wealth Advisors
Florida
$141K
ONST
858
Old North State Trust
North Carolina
$139K +$136K +2,974 New
LFG
859
LifePlan Financial Group
Ohio
$137K +$732 +16 +0.6%
SWM
860
SeaCrest Wealth Management
New York
$136K +$19.8K +433 +18%
SMG
861
Spectrum Management Group
Indiana
$134K
CWA
862
Clarus Wealth Advisors
Arizona
$133K +$2.61K +57 +2%
EFSCE
863
Enterprise Financial Services Corp (EFSC)
Missouri
$132K -$1.74K -38 -1%
CAL
864
Capital Analysts LLC
Pennsylvania
$131K
ZB
865
Zions Bancorporation
Utah
$131K +$127K +2,779 New
FHA
866
First Horizon Advisors
Tennessee
$128K -$4.58K -100 -4%
RWA
867
River Wealth Advisors
Pennsylvania
$122K -$13.1K -287 -10%
AA
868
Ancora Advisors
Ohio
$122K +$119K +2,600 New
KCP
869
KDI Capital Partners
North Carolina
$119K -$123K -2,687 -52%
ST
870
Smithfield Trust
Pennsylvania
$119K
OC
871
Oakworth Capital
Alabama
$118K +$3.29K +72 +3%
BAM
872
Belpointe Asset Management
Nevada
$116K -$469K -10,247 -81%
TF
873
Tompkins Financial
New York
$114K
TNBTD
874
Trustmark National Bank Trust Department
Mississippi
$110K +$108K +2,350 New
OFW
875
Omnia Family Wealth
Florida
$107K -$10.2K -223 -9%

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.