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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
CI
901
CX Institutional
Indiana
$67K
YWP
902
YorkBridge Wealth Partners
New York
$66K
AWM
903
Aevitas Wealth Management
Massachusetts
$64K +$320 +7 +0.5%
SIAP
904
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$61K
FAM
905
Fred Alger Management
New York
$58K -$5.58K -122 -9%
First Manhattan
906
First Manhattan
New York
$57K -$22.9K -500 -29%
ADL
907
Asset Dedication LLC
California
$57K
CFG
908
CKW Financial Group
Hawaii
$57K
AWMS
909
Advocacy Wealth Management Services
Georgia
$56K
DAM
910
Delta Asset Management
Tennessee
$56K
THWM
911
Taylor Hoffman Wealth Management
Virginia
$56K
TWA
912
TCI Wealth Advisors
Arizona
$56K +$229 +5 +0.4%
KF
913
Krilogy Financial
Missouri
$56K +$54.7K +1,196 New
CAW
914
Cornerstone Advisors (Washington)
Washington
$54K -$40.5K -886 -44%
AC
915
Avestar Capital
New York
$53K
IP
916
Isthmus Partners
Wisconsin
$47K
QCIG
917
Quad-Cities Investment Group
Iowa
$47K
NFG
918
Next Financial Group
Texas
$47K +$45.8K +1,001 New
MFBTD
919
MB Financial Bank - Trust Department
Illinois
$44K
WB
920
Webster Bank
Connecticut
$43K
CLM
921
ClearBridge LLC (Maryland)
Maryland
$42K -$9.94M -217,119 -100%
TCCM
922
Timber Creek Capital Management
Massachusetts
$42K
SGAM
923
Smith Group Asset Management
Texas
$41K +$20.6K +450 +107%
RE
924
RBC Europe
United Kingdom
$40K
NIM
925
NuWave Investment Management
New Jersey
$40K -$114K -2,481 -75%

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.