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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
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$15.5M -$120K -2,700 -0.8%
OC
152
Oppenheimer & Co
New York
$15.4M -$131K -2,953 -0.9%
GC
153
Gillson Capital
Illinois
$15.1M +$14.8M +332,050 New
OTPPB
154
Ontario Teachers' Pension Plan Board
Ontario, Canada
$14.9M -$676K -15,195 -4%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$14.7M -$262K -5,885 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
156
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.6M +$718K +16,150 +5%
PAM
157
Palisade Asset Management
Minnesota
$14.5M +$368K +8,281 +3%
ADEF
158
Adams Diversified Equity Fund
Maryland
$14.4M
GC
159
Guggenheim Capital
Illinois
$14.2M +$2.47M +55,472 +22%
MSL
160
Mackay Shields LLC
New York
$13.9M +$13.5M +304,647 New
AL
161
AJO LP
Pennsylvania
$13.8M -$2.68M -60,365 -17%
JIR
162
James Investment Research
Ohio
$13.7M -$455K -10,236 -3%
PFM
163
Parsec Financial Management
North Carolina
$13.6M -$561K -12,617 -4%
CB
164
Commerce Bank
Missouri
$13.5M -$252K -5,673 -2%
Man Group
165
Man Group
United Kingdom
$13.4M -$654K -14,717 -5%
AIM
166
Artemis Investment Management
United Kingdom
$13.3M +$2.21M +49,632 +21%
Aviva
167
Aviva
United Kingdom
$13.1M -$3.76M -84,663 -23%
Millennium Management
168
Millennium Management
New York
$12.9M +$12.6M +283,175 New
Caisse de Depot et Placement du Quebec (CDPQ)
169
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$12.8M -$4.97M -111,900 -28%
CTA
170
Carillon Tower Advisers
Florida
$12.7M -$2.18M -49,095 -15%
UCFA
171
United Capital Financial Advisors
Texas
$12.6M +$252K +5,670 +2%
Federated Hermes
172
Federated Hermes
Pennsylvania
$12.3M -$4.37M -98,343 -27%
PP
173
Prospector Partners
Connecticut
$12.2M +$814K +18,300 +7%
EARNEST Partners
174
EARNEST Partners
Georgia
$12M -$33.6K -755 -0.3%
WSFS
175
Wilmington Savings Fund Society
Delaware
$11.9M -$348K -7,830 -3%

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.