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823 hedge funds and large institutions have $16.9B invested in Aflac in 2015 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 287 increasing their positions, 311 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $155M | Put options by funds: $85.5M

52% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 61

3% more funds holding

Funds holding: 800823 (+23)

1.05% more ownership

Funds ownership: 131.39%132.44% (+1%)

3% more capital invested

Capital invested by funds: $16.4B → $16.9B (+$450M)

8% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 311

23% less funds holding in top 10

Funds holding in top 10: 2620 (-6)

Holders
823
Holders Change
+23
Holders Change %
+2.88%
% of All Funds
21.59%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.52%
New
93
Increased
287
Reduced
311
Closed
61
Calls
$155M
Puts
$85.5M
Net Calls
+$69.1M
Net Calls Change
-$55.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WCF
226
West Coast Financial
California
$5.02M +$44K +1,412 +0.9%
CB
227
Commerce Bank
Missouri
$4.93M -$54.8K -1,760 -1%
SCM
228
Stevens Capital Management
Pennsylvania
$4.92M +$5.11M +164,270 New
CAM
229
Capstone Asset Management
Texas
$4.88M +$45.9K +1,476 +0.9%
GAM
230
Guinness Asset Management
United Kingdom
$4.82M -$286K -9,180 -5%
DIA
231
Dean Investment Associates
Ohio
$4.76M -$133K -4,280 -3%
Robeco Institutional Asset Management
232
Robeco Institutional Asset Management
Netherlands
$4.71M +$3.16M +101,532 +182%
Natixis Advisors
233
Natixis Advisors
Massachusetts
$4.71M +$1.11M +35,510 +29%
LPL Financial
234
LPL Financial
California
$4.69M +$1.79M +57,524 +57%
Citigroup
235
Citigroup
New York
$4.69M +$1.8M +57,748 +58%
URS
236
Utah Retirement Systems
Utah
$4.66M +$6.22K +200 +0.1%
SFA
237
Staton Financial Advisors
North Carolina
$4.6M -$108K -3,470 -2%
Handelsbanken Fonder
238
Handelsbanken Fonder
Sweden
$4.59M +$4.77M +153,312 New
RMCM
239
Reynders McVeigh Capital Management
Massachusetts
$4.56M +$989K +31,760 +26%
Wellington Management Group
240
Wellington Management Group
Massachusetts
$4.52M +$303K +9,736 +7%
RJA
241
Robshaw & Julian Associates
New York
$4.42M -$62.3K -2,000 -1%
CAM
242
Cubic Asset Management
Massachusetts
$4.36M -$1.56K -50 -0%
KG
243
Killen Group
Pennsylvania
$4.36M -$5.67M -182,050 -56%
BTS
244
BB&T Securities
Virginia
$4.33M +$131K +4,198 +3%
UB
245
UMB Bank
Missouri
$4.29M +$2.44M +78,316 +121%
ST
246
Sentinel Trust
Texas
$4.25M -$3.22M -103,368 -42%
AP
247
AHL Partners
United Kingdom
$4.25M +$1.53M +49,174 +53%
AAM
248
Auxier Asset Management
Oregon
$4.21M -$383K -12,300 -8%
SAA
249
Southeast Asset Advisors
Georgia
$4.2M +$143K +4,600 +3%
TSBJ
250
Trevor, Stewart, Burton & Jacobsen
New York
$4.12M -$151K -4,866 -3%

AFL Hedge Fund Activity: Q4 2015 in Review

823 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q4 2015, worth a combined $16.9B — up 2.7% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AFL positions and 61 closed out — a net gain of 32 holders — while 287 added to existing stakes and 311 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $119M. The largest seller was Citadel Advisors, cutting an estimated $171M.

  • 823 institutional investors held Aflac (AFL) as of Q4 2015, up from 800 in Q3 2015.
  • Funds reported $16.9B of Aflac stock for Q4 2015, up 2.7% quarter-over-quarter.
  • 93 funds opened new Aflac positions in Q4 2015 and 61 closed out, a net change of +32 holders.
  • The largest Aflac buyer in Q4 2015 was Ninety One (UK), an estimated $119M added.
  • The largest Aflac seller in Q4 2015 was Citadel Advisors, an estimated $171M sold.

Based on aggregated 13F filings for Q4 2015.