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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
CFB
851
Cullen/Frost Bankers
Texas
$201K +$2.31K +52 +1%
PCM
852
Prelude Capital Management
New York
$201K +$35.2K +792 +22%
MC
853
Menta Capital
California
$200K -$415K -9,337 -68%
CAM
854
ClariVest Asset Management
California
$197K -$129K -2,900 -40%
LB
855
Legacy Bridge
Iowa
$197K +$192K +4,314 New
AIC
856
Ameritas Investment Company
Nebraska
$196K +$192K +4,309 New
MPWT
857
MassMutual Private Wealth & Trust
Connecticut
$191K -$4.36K -98 -2%
ER
858
Enlightenment Research
Florida
$191K +$187K +4,200 New
QCG
859
Quadrant Capital Group
Ohio
$188K -$978 -22 -0.5%
APA
860
American Portfolios Advisors
New York
$188K
Carson Wealth (CWM LLC)
861
Carson Wealth (CWM LLC)
Nebraska
$187K +$30.8K +692 +20%
DZ Bank
862
DZ Bank
Germany
$183K -$1.88M -42,227 -91%
SWP
863
Strategic Wealth Partners
Ohio
$181K -$14K -316 -8%
APW
864
Acima Private Wealth
Virginia
$166K +$162K +3,638 New
NFG
865
Next Financial Group
Texas
$161K +$113K +2,541 +254%
SWM
866
SeaCrest Wealth Management
New York
$158K +$25.4K +572 +20%
OSNBOA
867
Old Second National Bank of Aurora
Illinois
$153K
MOS
868
MGO One Seven
Ohio
$152K +$149K +3,345 New
WTB
869
Washington Trust Bank
Washington
$149K -$187K -4,200 -56%
DWM
870
Doyle Wealth Management
Florida
$148K +$145K +3,259 New
SMFS
871
Squar Milner Financial Services
California
$143K +$120K +2,700 +614%
OC
872
Oakworth Capital
Alabama
$139K +$24.5K +552 +22%
Schroder Investment Management Group
873
Schroder Investment Management Group
United Kingdom
$138K -$37.6M -846,698 -22%
SCM
874
Silvant Capital Management
Georgia
$137K
ONST
875
Old North State Trust
North Carolina
$135K

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.