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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
LC
926
Lindbrook Capital
California
$59K +$57.9K +1,302 New
GT
927
Glenmede Trust
Pennsylvania
$57.7K +$39.5M +889,201 +236%
AWMS
928
Advocacy Wealth Management Services
Georgia
$55K
ADL
929
Asset Dedication LLC
California
$55K
CFG
930
CKW Financial Group
Hawaii
$55K
THWM
931
Taylor Hoffman Wealth Management
Virginia
$55K
CAW
932
Cornerstone Advisors (Washington)
Washington
$55K +$2.62K +59 +5%
TWA
933
TCI Wealth Advisors
Arizona
$54K -$89 -2 -0.2%
PAMU
934
Pictet Asset Management (UK)
United Kingdom
$53.9K +$10M +225,270 +24%
AC
935
Avestar Capital
New York
$52K
DAM
936
Delta Asset Management
Tennessee
$51K -$3.11K -70 -6%
GRP
937
Global Retirement Partners
California
$49K +$20.9K +471 +77%
WCM
938
WealthBridge Capital Management
Ohio
$48K +$46.8K +1,052 New
RTC
939
Riverview Trust Company
Washington
$46K +$44.5K +1,002 New
PWM
940
PRW Wealth Management
Massachusetts
$45K +$44.6K +1,004 New
YWP
941
YorkBridge Wealth Partners
New York
$43K -$19.4K -436 -31%
TCCM
942
Timber Creek Capital Management
Massachusetts
$41K
TFA
943
Transamerica Financial Advisors
Florida
$41K +$39.2K +882 New
SGAM
944
Smith Group Asset Management
Texas
$39K -$445 -10 -1%
VCM
945
Vigilant Capital Management
Maine
$39K +$37.8K +850 New
RE
946
RBC Europe
United Kingdom
$38.7K
FAM
947
Fred Alger Management
New York
$36K -$19.6K -442 -36%
WB
948
Webster Bank
Connecticut
$36K -$5.87K -132 -14%
WAS
949
Winch Advisory Services
Wisconsin
$36K +$178 +4 +0.5%
BCI
950
Brinker Capital Investments
Pennsylvania
$35K

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.