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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
MFT
976
Moisand Fitzgerald Tamayo
Florida
$11K
SA
977
SRH Advisors
Kansas
$11K
SFPIA
978
Stevens First Principles Investment Advisors
California
$11K
BWA
979
BDO Wealth Advisors
Florida
$10K
PCFFS
980
Pacific Center for Financial Services
California
$10K
VIA
981
Vantage Investment Advisors
Pennsylvania
$10K
CCM
982
Cribstone Capital Management
Maine
$10K +$6.96K +152 +281%
MWM
983
MinichMacGregor Wealth Management
New York
$9K -$1.74K -38 -16%
CB
984
CNB Bank
Pennsylvania
$9K
SHJ
985
Sharkey, Howes & Javer
Colorado
$9K
PFGIA
986
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$9.15K +200 New
FIB
987
First Interstate Bank
Montana
$8K
HFM
988
Hartford Financial Management
Connecticut
$8K
SCM
989
Southport Capital Management
Tennessee
$8K +$7.69K +168 New
BCMIO
990
Beacon Capital Management Inc (Ohio)
Ohio
$7K
CB
991
Community Bank
New York
$7K
HS
992
Horan Securities
United States
$7K
NC
993
NewSquare Capital
Pennsylvania
$7K
OAJ
994
Ogorek Anthony Joseph
New York
$7K
PS
995
Portfolio Strategies
New York
$7K
MCM
996
MV Capital Management
Maryland
$7K +$1.28K +28 +22%
PK
997
Pflug Koory
Nebraska
$7K +$6.87K +150 New
WPW
998
Winthrop Partners - WNY
New York
$6.87K -$7.78K -170 -54%
AWM
999
Avior Wealth Management
Nebraska
$6K
PSC
1000
Prentiss Smith & Co
Vermont
$6K

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.