Aflac
1,010 hedge funds and large institutions have $23.4B invested in Aflac in 2018 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 310 increasing their positions, 416 reducing their positions, and 75 closing their positions.
39% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 75
28% more call options, than puts
Call options by funds: $251M | Put options by funds: $196M
2% more funds holding
Funds holding: 990 → 1,010 (+20)
2% less capital invested
Capital invested by funds: $23.8B → $23.4B (-$403M)
12% less funds holding in top 10
Funds holding in top 10: 26 → 23 (-3)
25% less repeat investments, than reductions
Existing positions increased: 310 | Existing positions reduced: 416
69.76% less ownership
Funds ownership: 138.44% → 68.68% (-70%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$161M |
| 2 |
Goldman Sachs
New York
|
+$98.1M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$78.1M |
| 4 |
BlackRock
New York
|
+$64.9M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$57.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$234M |
| 2 |
MB
Mizuho Bank
Tokyo,
Japan
|
-$133M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$113M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$106M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$81.3M |
AFL Hedge Fund Activity: Q1 2018 in Review
1,010 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q1 2018, worth a combined $23.4B — down 1.7% from $23.8B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new AFL positions and 75 closed out — a net gain of 29 holders — while 310 added to existing stakes and 416 trimmed.
The largest buyer was Jupiter Investment Management, adding an estimated $161M. The largest seller was Harris Associates, cutting an estimated $234M.
- 1,010 institutional investors held Aflac (AFL) as of Q1 2018, up from 990 in Q4 2017.
- Funds reported $23.4B of Aflac stock for Q1 2018, down 1.7% quarter-over-quarter.
- 104 funds opened new Aflac positions in Q1 2018 and 75 closed out, a net change of +29 holders.
- The largest Aflac buyer in Q1 2018 was Jupiter Investment Management, an estimated $161M added.
- The largest Aflac seller in Q1 2018 was Harris Associates, an estimated $234M sold.
Based on aggregated 13F filings for Q1 2018.