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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
STA
1101
Summit Trail Advisors
New York
-$157K -3,325 Closed
ZB
1102
Zions Bancorporation
Utah
-$131K -2,779 Closed
AA
1103
Ancora Advisors
Ohio
-$122K -2,600 Closed
KCP
1104
KDI Capital Partners
North Carolina
-$119K -2,527 Closed
AAIM
1105
Asset Advisors Investment Management
Georgia
-$99K -2,110 Closed
MWPCG
1106
Measured Wealth Private Client Group
New Hampshire
-$85K -1,774 Closed
PAMG
1107
Patton Albertson Miller Group
Tennessee
-$72K -1,681 Closed
WSTAM
1108
Wilbanks Smith & Thomas Asset Management
Virginia
-$78K -1,652 Closed
KF
1109
Krilogy Financial
Missouri
-$56K -1,196 Closed
IP
1110
Isthmus Partners
Wisconsin
-$47K -1,000 Closed
QCIG
1111
Quad-Cities Investment Group
Iowa
-$47K -1,000 Closed
MFBTD
1112
MB Financial Bank - Trust Department
Illinois
-$44K -926 Closed
CLM
1113
ClearBridge LLC (Maryland)
Maryland
-$42K -901 Closed
WF
1114
WealthTrust Fairport
Ohio
-$38K -800 Closed
ICM
1115
IMS Capital Management
Oregon
-$35K -750 Closed
BA
1116
Ballew Advisors
Mississippi
-$31K -736 Closed
AS
1117
Altshuler Shaham
Israel
-$25K -529 Closed
SFM
1118
Signet Financial Management
New Jersey
-$25K -525 Closed
PRS
1119
Pinkerton Retirement Specialists
Idaho
-$21K -442 Closed
WCM
1120
Wealthcare Capital Management
Virginia
-$19K -400 Closed
PWAG
1121
Polaris Wealth Advisory Group
California
-$17K -366 Closed
TC
1122
Trust Company
Kansas
-$14K -300 Closed
MWM
1123
MinichMacGregor Wealth Management
New York
-$9K -206 Closed
PFGIA
1124
Patriot Financial Group Insurance Agency
Massachusetts
-$8.58K -193 -97%
SCM
1125
Southport Capital Management
Tennessee
-$8K -168 Closed

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.