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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
WC
301
Whitnell & Co
Illinois
$2.83M +$15.6K +502 +0.5%
B
302
Barings
North Carolina
$2.83M +$1.46M +46,800 +98%
NMERB
303
New Mexico Educational Retirement Board
New Mexico
$2.8M -$131K -4,200 -4%
PRS
304
Pinkerton Retirement Specialists
Idaho
$2.78M +$55.1K +1,770 +2%
PP
305
Palladium Partners
Virginia
$2.78M +$30.3K +972 +1%
CT
306
Coastline Trust
Rhode Island
$2.75M +$55.7K +1,790 +2%
GWM
307
Gupta Wealth Management
California
$2.71M -$228K -7,340 -8%
SEI Investments
308
SEI Investments
Pennsylvania
$2.65M +$815K +26,192 +42%
BFM
309
Boston Financial Management
Massachusetts
$2.61M +$223K +7,164 +9%
KIC
310
Keating Investment Counselors
Florida
$2.59M
IP
311
Interval Partners
New York
$2.58M -$841K -27,028 -24%
DC
312
Deere & Company
Illinois
$2.57M -$27K -866 -1%
SS
313
Simplicity Solutions
Minnesota
$2.54M +$2.64M +84,788 New
PDN
314
Pensionfund DSM Netherlands
Netherlands
$2.53M
BF
315
BOK Financial
Oklahoma
$2.53M -$217K -6,956 -8%
MCM
316
Monarch Capital Management
Indiana
$2.52M +$85.3K +2,740 +3%
OSAM
317
O'Shaughnessy Asset Management
Connecticut
$2.51M -$54.8K -1,762 -2%
LS
318
Livforsakringsbolaget Skandia
Sweden
$2.48M
SSB
319
Sandy Spring Bank
Maryland
$2.48M -$108K -3,464 -4%
IFAM
320
Institutional & Family Asset Management
Colorado
$2.46M +$2.56M +82,116 New
SAM
321
Securian Asset Management
Minnesota
$2.44M +$32.6K +1,048 +1%
BCMO
322
Buckingham Capital Management (Ohio)
Ohio
$2.42M -$72.5K -2,330 -3%
LPC
323
Loeb Partners Corp
New York
$2.4M
AC
324
Addenda Capital
Quebec, Canada
$2.38M -$791K -25,410 -24%
CIBC Asset Management
325
CIBC Asset Management
Ontario, Canada
$2.38M -$153K -4,916 -6%

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.