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
SFPIA
1001
Stevens First Principles Investment Advisors
California
$11K
Fidelity International
1002
Fidelity International
Bermuda
$10K -$485K -10,917 -98%
PCFFS
1003
Pacific Center for Financial Services
California
$10K
SA
1004
SRH Advisors
Kansas
$10K
BWM
1005
Baystate Wealth Management
Massachusetts
$9K -$4.89K -110 -36%
BWA
1006
BDO Wealth Advisors
Florida
$9K
CB
1007
CNB Bank
Pennsylvania
$9K
CCM
1008
Cribstone Capital Management
Maine
$9K
SHJ
1009
Sharkey, Howes & Javer
Colorado
$9K
APC
1010
Aspire Private Capital
North Carolina
$9K +$8.89K +200 New
FIB
1011
First Interstate Bank
Montana
$8K
HFM
1012
Hartford Financial Management
Connecticut
$8K
CIA
1013
CSat Investment Advisory
Michigan
$8K +$1.78K +40 +31%
ACA
1014
Ackerman Capital Advisors
Texas
$8K +$15.8M +354,480 +3,545%
BCMIO
1015
Beacon Capital Management Inc (Ohio)
Ohio
$7K
MCM
1016
MV Capital Management
Maryland
$7K
NC
1017
NewSquare Capital
Pennsylvania
$7K
OAJ
1018
Ogorek Anthony Joseph
New York
$7K
PK
1019
Pflug Koory
Nebraska
$7K
WPW
1020
Winthrop Partners - WNY
New York
$6.65K
GCM
1021
Gables Capital Management
Florida
$6K -$16K -360 -73%
GI
1022
Gradient Investments
Minnesota
$6K +$4.89K +110 +550%
AIA
1023
Alera Investment Advisors
Illinois
$6K +$6.27K +141 New
AWM
1024
Avior Wealth Management
Nebraska
$5K
IP
1025
Intellectus Partners
California
$5K

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.