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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.14B +$23.1M +505,341 +0.8%
BlackRock
2
BlackRock
New York
$2.36B -$10M -219,305 -0.4%
State Street
3
State Street
Massachusetts
$1.95B +$84.6M +1,849,112 +5%
Wells Fargo
4
Wells Fargo
California
$780M +$9.17M +200,331 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$569M -$59.3M -1,296,022 -10%
AQR Capital Management
6
AQR Capital Management
Connecticut
$548M -$90.9M -1,985,487 -15%
Northern Trust
7
Northern Trust
Illinois
$489M -$8.5M -185,702 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$453M +$8.74M +190,968 +2%
Invesco
9
Invesco
Georgia
$433M -$503K -10,981 -0.1%
APG Asset Management
10
APG Asset Management
Netherlands
$426M +$18.7M +407,598 +4%
Goldman Sachs
11
Goldman Sachs
New York
$389M -$48.8M -1,066,273 -11%
LAM
12
Lyrical Asset Management
New York
$387M +$13.9M +302,772 +4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$297M -$4.74M -103,575 -2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$289M -$2.35M -51,244 -0.8%
LSV Asset Management
15
LSV Asset Management
Illinois
$287M -$10.7M -234,600 -4%
Norges Bank
16
Norges Bank
Norway
$279M -$80.3M -1,754,080 -23%
Franklin Resources
17
Franklin Resources
California
$275M -$915K -20,004 -0.3%
Victory Capital Management
18
Victory Capital Management
Texas
$251M +$541K +11,831 +0.2%
JIM
19
Jupiter Investment Management
United Kingdom
$217M -$17M -371,823 -7%
Ameriprise
20
Ameriprise
Minnesota
$195M +$12.4M +269,870 +7%
Legal & General Group
21
Legal & General Group
United Kingdom
$191M +$8.18M +178,774 +5%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$183M -$30.9M -674,840 -15%
UBS AM
23
UBS AM
Illinois
$183M -$7M -153,062 -4%
CP
24
Coho Partners
Pennsylvania
$180M -$4.54M -99,145 -3%
PPA
25
Parametric Portfolio Associates
Washington
$172M -$137K -3,004 -0.1%

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.