We are live on ! Find out more

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
CCMW
976
Cypress Capital Management (Wyoming)
Wyoming
$18K
FLI
977
Family Legacy Inc
South Carolina
$18K
BAM
978
Bruderman Asset Management
New York
$18K +$17.8K +400 New
PCIA
979
Prime Capital Investment Advisors
Kansas
$17K +$16.3K +367 New
GWMIA
980
Global Wealth Management Investment Advisory
Florida
$17K +$16.8K +378 New
W
981
WealthOne
New York
$17K +$17.1K +385 New
BCA
982
Berman Capital Advisors
Georgia
$17K +$17.5K +394 New
TFO
983
Tarbox Family Office
California
$16K
WPA
984
West Paces Advisors
Georgia
$15.9K
ACS
985
Archford Capital Strategies
Illinois
$14K
TCM
986
Tradewinds Capital Management
Washington
$14K
WEC
987
Winslow Evans & Crocker
Massachusetts
$14K
1IA
988
1834 Investment Advisors
Wisconsin
$14K +$13.3K +300 New
VNA
989
Valley National Advisers
Pennsylvania
$14K +$13.4K +302 New
TI
990
Truehand Inc
New Hampshire
$14K +$14K +316 New
SPL
991
Smart Portfolios LLC
Washington
$13K +$13.1K +295 New
CTB
992
Country Trust Bank
Illinois
$12K
JWA
993
JFS Wealth Advisors
Pennsylvania
$12K
FTI
994
Fiduciary Trust International
Massachusetts
$12K +$11.6K +260 New
PWMG
995
Prestige Wealth Management Group
New Jersey
$12K +$11.7K +264 New
VRM
996
Vectors Research Management
New York
$11K -$7.33K -165 -41%
RFA
997
Reilly Financial Advisors
California
$11K -$4.45K -100 -29%
ATC
998
Adirondack Trust Company
New York
$11K
IBOK
999
Independence Bank of Kentucky
Kentucky
$11K
MFT
1000
Moisand Fitzgerald Tamayo
Florida
$11K

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.