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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
WF
101
Welch & Forbes
Massachusetts
$32.1M -$140K -3,148 -0.4%
Mitsubishi UFJ Trust & Banking
102
Mitsubishi UFJ Trust & Banking
Japan
$30.8M +$1.21M +27,180 +4%
JFA
103
JNBA Financial Advisors
Minnesota
$30M +$29.2M +657,503 +40,043%
Public Sector Pension Investment Board (PSP Investments)
104
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$29.7M -$4.97M -111,848 -15%
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$29.4M -$173K -3,898 -0.6%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$28.8M -$3.76M -84,507 -12%
QI
107
QV Investors
Alberta, Canada
$28.3M -$8.08M -181,750 -23%
NIPH
108
NN Investment Partners Holdings
Netherlands
$28M -$22.8M -513,855 -46%
GIA
109
Gateway Investment Advisers
Ohio
$26.2M -$49K -1,103 -0.2%
BAMF
110
BI Asset Management Fondsmaeglerselskab
Denmark
$25.4M +$2.16M +48,600 +10%
ST
111
Sabal Trust
Florida
$25.2M -$690K -15,511 -3%
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.2M +$489K +10,996 +2%
WPC
113
Waters Parkerson & Co
Louisiana
$24.6M -$384K -8,639 -2%
ACI
114
AMP Capital Investors
Australia
$24.4M -$778K -17,496 -3%
DWM
115
Destination Wealth Management
California
$24.3M +$152K +3,419 +0.6%
Korea Investment Corp
116
Korea Investment Corp
South Korea
$24.2M -$1.56M -35,000 -6%
GAM
117
Guinness Asset Management
United Kingdom
$23.2M +$3.86M +86,890 +21%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$23M -$1.69M -37,986 -7%
Canada Pension Plan Investment Board
119
Canada Pension Plan Investment Board
Ontario, Canada
$22.8M -$17.7M -397,345 -44%
VDI
120
Vaughan David Investments
Illinois
$22.7M -$196K -4,406 -0.9%
HT
121
HAP Trading
New York
$22.5M +$511K +11,500 +2%
PI
122
Putnam Investments
Massachusetts
$22.2M +$21.3M +478,384 +5,432%
HC
123
Henshaw Capital
Massachusetts
$22.1M
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$22M +$319K +7,167 +2%
WIC
125
Willis Investment Counsel
Georgia
$21.4M +$118K +2,650 +0.6%

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.