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905 hedge funds and large institutions have $19.8B invested in Aflac in 2016 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 297 increasing their positions, 387 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $246M | Put options by funds: $161M

24% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 42

1.03% more ownership

Funds ownership: 134.47%135.5% (+1%)

0% more funds holding

Funds holding: 904905 (+1)

2% less capital invested

Capital invested by funds: $20.1B → $19.8B (-$306M)

21% less funds holding in top 10

Funds holding in top 10: 2822 (-6)

23% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 387

Holders
905
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
24.15%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.59%
New
52
Increased
297
Reduced
387
Closed
42
Calls
$246M
Puts
$161M
Net Calls
+$84.8M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
226
Meeder Asset Management
Ohio
$6.91M +$4.13M +113,456 +144%
Creative Planning
227
Creative Planning
Kansas
$6.83M +$2.48M +68,138 +56%
XK
228
Xact Kapitalforvaltning
Sweden
$6.78M +$6.86M +188,560 New
EA
229
Evanston Advisors
Illinois
$6.67M -$316K -8,694 -4%
Public Sector Pension Investment Board (PSP Investments)
230
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.63M +$997K +27,400 +17%
Truist Financial
231
Truist Financial
North Carolina
$6.6M +$803K +22,050 +14%
AAF
232
Andra AP-fonden
Sweden
$6.57M +$371K +10,202 +6%
BFO
233
Boston Family Office
Massachusetts
$6.42M -$365K -10,020 -5%
RMCM
234
Reynders McVeigh Capital Management
Massachusetts
$6.4M +$66.5K +1,828 +1%
Millennium Management
235
Millennium Management
New York
$6.37M +$2.29M +62,948 +55%
PP
236
Prospector Partners
Connecticut
$6.35M +$189K +5,200 +3%
CGH
237
Crossmark Global Holdings
Texas
$6.34M +$5.67M +155,894 New
DILH
238
Dai-ichi Life Holdings
Japan
$6.29M -$5.88M -161,482 -48%
BPM
239
Bowling Portfolio Management
Ohio
$6.28M +$3.27M +89,742 +106%
MCM
240
Matterhorn Capital Management
Texas
$6.27M -$285K -7,834 -4%
WCF
241
West Coast Financial
California
$6.27M -$27.4K -752 -0.4%
FNT
242
First National Trust
Pennsylvania
$6.23M -$189K -5,184 -3%
IP
243
Interval Partners
New York
$6.19M -$6.98M -191,844 -53%
CAM
244
Capstone Asset Management
Texas
$6.1M +$202K +5,550 +3%
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$6.07M -$65.4K -1,796 -1%
Voloridge Investment Management
246
Voloridge Investment Management
Florida
$6.02M -$1.95M -53,600 -24%
Brown Advisory
247
Brown Advisory
Maryland
$5.95M +$76.9K +2,112 +1%
OWD
248
Osborn Williams & Donohoe
Ohio
$5.94M -$290K -7,960 -5%
GT
249
Glenmede Trust
Pennsylvania
$5.92M -$63.6K -1,748 -1%
AP
250
AHL Partners
United Kingdom
$5.91M +$4.56M +125,394 +322%

AFL Hedge Fund Activity: Q3 2016 in Review

905 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q3 2016, worth a combined $19.8B — down 1.5% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AFL positions and 42 closed out — a net gain of 10 holders — while 297 added to existing stakes and 387 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $94M. The largest seller was Norges Bank, cutting an estimated $117M.

  • 905 institutional investors held Aflac (AFL) as of Q3 2016, up from 904 in Q2 2016.
  • Funds reported $19.8B of Aflac stock for Q3 2016, down 1.5% quarter-over-quarter.
  • 52 funds opened new Aflac positions in Q3 2016 and 42 closed out, a net change of +10 holders.
  • The largest Aflac buyer in Q3 2016 was Goldman Sachs, an estimated $94M added.
  • The largest Aflac seller in Q3 2016 was Norges Bank, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2016.