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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
SBL
901
Sargent Bickham Lagudis
Colorado
$88K +$489 +11 +0.6%
CAC
902
Certified Advisory Corp
Florida
$86K
SIM
903
Sonora Investment Management
Arizona
$86K
BTNA
904
Bremer Trust National Association
Minnesota
$82K +$79.8K +1,794 New
RWA
905
River Wealth Advisors
Pennsylvania
$78K -$39.3K -883 -34%
OIA
906
OneDigital Investment Advisors
Kansas
$78K
CAL
907
Capital Advisors Ltd
Ohio
$77K
AF
908
Allworth Financial
California
$76K +$89 +2 +0.1%
AOWM
909
Alpha Omega Wealth Management
Virginia
$75K
PFBT
910
Parkside Financial Bank & Trust
Missouri
$75K +$5.51K +124 +8%
TSW
911
Thompson Siegel & Walmsley
Virginia
$74K
PG
912
Patten Group
Tennessee
$70K
FNBOSM
913
First National Bank of South Miami
Florida
$70K +$64.9K +1,460 New
LFA
914
Legacy Financial Advisors
Kentucky
$68K +$37.6K +845 +129%
CI
915
CX Institutional
Indiana
$66K +$1.42K +32 +2%
FHA
916
First Horizon Advisors
Tennessee
$65K -$58K -1,304 -47%
CC
917
Claybrook Capital
Massachusetts
$65K +$63.5K +1,428 New
WDL
918
Well Done LLC
Michigan
$65K +$63.5K +1,428 New
First Manhattan
919
First Manhattan
New York
$64K +$8.89K +200 +16%
MWC
920
MKD Wealth Coaches
Michigan
$64K +$62.2K +1,400 New
CA
921
Claro Advisors
Massachusetts
$63K +$59.6K +1,340 New
AWM
922
Aevitas Wealth Management
Massachusetts
$62K +$356 +8 +0.6%
OFW
923
Omnia Family Wealth
Florida
$61K -$41.7K -938 -41%
FHA
924
Flagship Harbor Advisors
Massachusetts
$59K -$28.8K -647 -33%
SIAP
925
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$59K

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.