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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
CA
951
Crewe Advisors
Utah
$35K
NCM
952
Nelson Capital Management
California
$33K +$32K +720 New
SIS
953
Sound Income Strategies
Florida
$32K
BFC
954
Bedel Financial Consulting
Indiana
$31K
BWP
955
Baldwin Wealth Partners
Massachusetts
$30K
TVWM
956
Tower View Wealth Management
Wisconsin
$30K +$178 +4 +0.6%
PCP
957
Proficio Capital Partners
Massachusetts
$30K +$4.54K +102 +18%
CBT
958
Capital Bank & Trust
California
$29K -$2.58K -58 -8%
CJA
959
C-J Advisory
California
$29K
FA
960
Financial Advantage
Maryland
$29K +$28.7K +646 New
BCWM
961
Bartlett & Co Wealth Management
Ohio
$27.3K
AAMU
962
Amundi Asset Management US
Massachusetts
$27.1K -$1.4M -31,478 -5%
BC
963
Bartlett & Co
Ohio
$27K
CHP
964
Cable Hill Partners
Oregon
$27K
GAM
965
Gemmer Asset Management
California
$27K
NSIM
966
North Star Investment Management
Illinois
$27K
WANY
967
Wealthspire Advisors (New York)
New York
$24K +$23.4K +526 New
VCM
968
Versant Capital Management
Arizona
$23K
HR
969
Howe & Rusling
New York
$23K +$1.25K +28 +6%
RA
970
Rational Advisors
New York
$22K -$4.53M -101,966 -100%
Capstone Investment Advisors
971
Capstone Investment Advisors
New York
$22K -$253K -5,683 -92%
NIM
972
NuWave Investment Management
New Jersey
$22K -$15.6K -351 -42%
FRA
973
Front Row Advisors
California
$22K
AWM
974
AllSquare Wealth Management
New York
$20K
MNBTD
975
Moody National Bank Trust Division
Texas
$20K +$19.6K +440 New

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.