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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
LFG
876
LifePlan Financial Group
Ohio
$134K +$756 +17 +0.6%
CAM
877
Cresset Asset Management
Illinois
$134K +$131K +2,945 New
CWA
878
Clarus Wealth Advisors
Arizona
$133K +$4.49K +101 +4%
CAL
879
Capital Analysts LLC
Pennsylvania
$133K +$6.67K +150 +5%
SMG
880
Spectrum Management Group
Indiana
$129K
CYG
881
Clean Yield Group
Vermont
$128K +$125K +2,820 New
MIFH
882
Migdal Insurance & Financial Holdings
Israel
$126K -$621K -13,960 -83%
EFSCE
883
Enterprise Financial Services Corp (EFSC)
Missouri
$126K -$1.73K -39 -1%
IUHSA
884
Itau Unibanco Holding S.A.
Brazil
$125K -$180K -4,051 -59%
BCP
885
Blue Chip Partners
Michigan
$124K -$19.3K -435 -14%
CAGAS
886
Capital Advisory Group Advisory Services
Minnesota
$119K -$29.6K -666 -20%
ST
887
Smithfield Trust
Pennsylvania
$115K
FCA
888
FinTrust Capital Advisors
South Carolina
$114K +$111K +2,501 New
TF
889
Tompkins Financial
New York
$110K
TNBTD
890
Trustmark National Bank Trust Department
Mississippi
$107K
PCG
891
Private Capital Group
Connecticut
$105K +$26.8K +602 +35%
MFW
892
Mosaic Family Wealth
Missouri
$103K
AAP
893
Arax Advisory Partners
Colorado
$103K +$64.9K +1,459 +184%
JA
894
JOYN Advisors
Georgia
$103K +$69.2K +1,556 +223%
SL
895
Salomon & Ludwin
Virginia
$102K +$99.8K +2,244 New
FMTCOCP
896
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$100K
MME
897
Meag Munich Ergo
Germany
$100K
GLI
898
Guardian Life Insurance
New York
$99K
BCM
899
Blume Capital Management
California
$91K
ACA
900
Atlas Capital Advisors
Wyoming
$90.1K -$5.51K -124 -6%

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.