Aflac
800 hedge funds and large institutions have $16.4B invested in Aflac in 2015 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 282 increasing their positions, 318 reducing their positions, and 53 closing their positions.
165% more call options, than puts
Call options by funds: $201M | Put options by funds: $75.7M
8% more funds holding in top 10
Funds holding in top 10: 24 → 26 (+2)
0.72% more ownership
Funds ownership: 130.68% → 131.39% (+0.72%)
1% less funds holding
Funds holding: 808 → 800 (-8)
4% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 53
7% less capital invested
Capital invested by funds: $17.6B → $16.4B (-$1.16B)
11% less repeat investments, than reductions
Existing positions increased: 282 | Existing positions reduced: 318
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$180M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$99.9M |
| 3 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$73.7M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$68.6M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$61.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$275M |
| 2 |
Harris Associates
Chicago,
Illinois
|
-$114M |
| 3 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
-$97.4M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$95.9M |
| 5 |
SI
Scharf Investments
Los Gatos,
California
|
-$94.1M |
AFL Hedge Fund Activity: Q3 2015 in Review
800 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q3 2015, worth a combined $16.4B — down 6.6% from $17.6B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of AFL and 51 opened new positions — a net loss of 2 holders — while 318 trimmed existing stakes and 282 added.
The largest buyer was Citadel Advisors, adding an estimated $180M. The largest seller was UBS Group, cutting an estimated $275M.
- 800 institutional investors held Aflac (AFL) as of Q3 2015, down from 808 in Q2 2015.
- Funds reported $16.4B of Aflac stock for Q3 2015, down 6.6% quarter-over-quarter.
- 51 funds opened new Aflac positions in Q3 2015 and 53 closed out, a net change of -2 holders.
- The largest Aflac buyer in Q3 2015 was Citadel Advisors, an estimated $180M added.
- The largest Aflac seller in Q3 2015 was UBS Group, an estimated $275M sold.
Based on aggregated 13F filings for Q3 2015.