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1,025 hedge funds and large institutions have $24.2B invested in Aflac in 2018 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 337 increasing their positions, 402 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 51

14% more call options, than puts

Call options by funds: $265M | Put options by funds: $233M

6% more capital invested

Capital invested by funds: $22.9B → $24.2B (+$1.36B)

2% more funds holding

Funds holding: 1,0091,025 (+16)

0.92% less ownership

Funds ownership: 68.22%67.3% (-0.92%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

16% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 402

Holders
1,025
Holders Change
+16
Holders Change %
+1.59%
% of All Funds
23.43%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.46%
New
73
Increased
337
Reduced
402
Closed
51
Calls
$265M
Puts
$233M
Net Calls
+$32.8M
Net Calls Change
-$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SOMRS
201
State of Michigan Retirement System
Michigan
$10.8M -$63.8M -1,393,090 -86%
FAF
202
Fjarde Ap-fonden
Sweden
$10.6M -$343K -7,496 -3%
UIM
203
USS Investment Management
United Kingdom
$10.6M
JMPWA
204
JP Morgan Private Wealth Advisors
California
$10.6M -$4.41M -96,411 -30%
MIM
205
MetLife Investment Management
New Jersey
$10.5M -$208K -4,546 -2%
AAF
206
Andra AP-fonden
Sweden
$10.4M -$787K -17,200 -7%
UBV
207
United Bank (Virginia)
Virginia
$10.4M +$10.1M +220,096 New
Connor, Clark & Lunn Investment Management (CC&L)
208
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.2M -$16.2M -354,758 -62%
PIA
209
Piedmont Investment Advisors
North Carolina
$10.1M -$1.16M -25,433 -11%
CA
210
Cullinan Associates
Kentucky
$9.95M -$398K -8,700 -4%
EP
211
Elkfork Partners
Oregon
$9.31M -$9.39M -205,150 -51%
HNB
212
Huntington National Bank
Ohio
$9.27M +$57.2K +1,249 +0.6%
WCF
213
West Coast Financial
California
$9.22M +$316K +6,908 +4%
CM
214
Capital Management
Virginia
$9.2M +$209K +4,570 +2%
Comerica Bank
215
Comerica Bank
Texas
$9M -$1.69M -36,928 -15%
Janney Montgomery Scott
216
Janney Montgomery Scott
Pennsylvania
$8.99M +$475K +10,377 +6%
Creative Planning
217
Creative Planning
Kansas
$8.87M -$151K -3,290 -2%
M&T Bank
218
M&T Bank
New York
$8.61M -$813K -17,767 -9%
Rafferty Asset Management
219
Rafferty Asset Management
New York
$8.48M -$934K -20,403 -10%
IG
220
ING Group
Netherlands
$8.42M +$8.19M +178,938 New
BCIM
221
British Columbia Investment Management
British Columbia, Canada
$8.25M -$7.29M -159,322 -48%
BFO
222
Boston Family Office
Massachusetts
$8.22M -$65.9K -1,439 -0.8%
XK
223
Xact Kapitalforvaltning
Sweden
$8.18M -$549K -12,006 -6%
TPSF
224
Texas Permanent School Fund
Texas
$8.11M -$758K -16,554 -9%
LPL Financial
225
LPL Financial
California
$8.05M +$130K +2,840 +2%

AFL Hedge Fund Activity: Q3 2018 in Review

1,025 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q3 2018, worth a combined $24.2B — up 6% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new AFL positions and 51 closed out — a net gain of 22 holders — while 337 added to existing stakes and 402 trimmed.

The largest buyer was State Street, adding an estimated $84.6M. The largest seller was AQR Capital Management, cutting an estimated $90.9M.

  • 1,025 institutional investors held Aflac (AFL) as of Q3 2018, up from 1,009 in Q2 2018.
  • Funds reported $24.2B of Aflac stock for Q3 2018, up 6% quarter-over-quarter.
  • 73 funds opened new Aflac positions in Q3 2018 and 51 closed out, a net change of +22 holders.
  • The largest Aflac buyer in Q3 2018 was State Street, an estimated $84.6M added.
  • The largest Aflac seller in Q3 2018 was AQR Capital Management, an estimated $90.9M sold.

Based on aggregated 13F filings for Q3 2018.