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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
EWA
1026
ERTS Wealth Advisors
Michigan
$5K +$4.89K +110 New
JGIA
1027
Jackson Grant Investment Advisers
Connecticut
$5K +$4.89K +110 New
CIM
1028
Contravisory Investment Management
Massachusetts
$4K +$3.6K +81 New
DBT
1029
Dubuque Bank & Trust
Iowa
$3K
EWM
1030
Elmwood Wealth Management
California
$3K
HI
1031
Hudock Inc
Pennsylvania
$3K
MA
1032
MCF Advisors
Kentucky
$3K
PG
1033
Proffitt & Goodson
Tennessee
$3K
CFA
1034
Clarfeld Financial Advisors
New York
$3K +$2.76K +62 New
LWANC
1035
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$3.11K +70 New
GWS
1036
Glassman Wealth Services
Virginia
$2K -$1.16K -26 -43%
AIM
1037
Advantage Investment Management
Iowa
$2K
PMFA
1038
Plante Moran Financial Advisors
Michigan
$2K
WA
1039
WealthTrust-Arizona
Arizona
$2K
NR
1040
Newfound Research
Massachusetts
$2K +$44 +1 +2%
1NWS
1041
1 North Wealth Services
Maryland
$2K +$1.6K +36 New
FGC
1042
Financial Gravity Companies
Texas
$2K +$1.91K +43 New
NSG
1043
Nalls Sherbakoff Group
Tennessee
$2K +$1.96K +44 New
JCM
1044
Julex Capital Management
Massachusetts
$2K +$2K +45 New
UB
1045
UMB Bank
Missouri
$1.29K -$52.3K -1,176 -4%
TCM
1046
TD Capital Management
Tennessee
$1K
BOPW
1047
Brandywine Oak Private Wealth
Pennsylvania
$1K +$1.02K +23 New
RFM
1048
Royal Fund Management
Florida
$1K +$1.16K +26 New
NA
1049
NewEdge Advisors
Louisiana
$685 -$134K -3,006 -17%
WA
1050
WBH Advisory
Maryland
$493 -$2.18K -49 -0.5%

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.