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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
WF
926
WealthTrust Fairport
Ohio
$38K +$36.6K +800 New
WAS
927
Winch Advisory Services
Wisconsin
$37K +$229 +5 +0.6%
AAP
928
Arax Advisory Partners
Colorado
$37K +$24.6K +538 +209%
BCI
929
Brinker Capital Investments
Pennsylvania
$36K
CA
930
Crewe Advisors
Utah
$36K
ICM
931
IMS Capital Management
Oregon
$35K +$34.3K +750 New
WWMSC
932
Wagner Wealth Management (South Carolina)
South Carolina
$33K +$46 +1 +0.1%
JA
933
JOYN Advisors
Georgia
$33K +$4.94K +108 +18%
CBT
934
Capital Bank & Trust
California
$33K +$11.8K +258 +59%
SIS
935
Sound Income Strategies
Florida
$33K +$32K +700 New
BWP
936
Baldwin Wealth Partners
Massachusetts
$31K
BA
937
Ballew Advisors
Mississippi
$31K
TVWM
938
Tower View Wealth Management
Wisconsin
$31K +$137 +3 +0.5%
BFC
939
Bedel Financial Consulting
Indiana
$30K
CJA
940
C-J Advisory
California
$30K
LFA
941
Legacy Financial Advisors
Kentucky
$30K +$1.65K +36 +6%
GRP
942
Global Retirement Partners
California
$29K -$2.75K -60 -9%
CHP
943
Cable Hill Partners
Oregon
$29K
BCWM
944
Bartlett & Co Wealth Management
Ohio
$28.2K
BC
945
Bartlett & Co
Ohio
$28K
GAM
946
Gemmer Asset Management
California
$28K
NSIM
947
North Star Investment Management
Illinois
$28K
PCP
948
Proficio Capital Partners
Massachusetts
$26K -$1.42K -31 -5%
SFM
949
Signet Financial Management
New Jersey
$25K -$2.2K -48 -8%
AS
950
Altshuler Shaham
Israel
$25K +$24.2K +529 New

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.