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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
SMDAM
351
Sumitomo Mitsui DS Asset Management
Japan
$2.05M -$72.5K -2,330 -3%
SCA
352
Salient Capital Advisors
Texas
$2.05M -$900K -28,922 -30%
DJSG
353
D.J. St. Germain
Massachusetts
$2.03M +$7.78K +250 +0.4%
DnB Asset Management
354
DnB Asset Management
Norway
$2.03M +$299K +9,600 +17%
NLI
355
Nippon Life Insurance
Japan
$2.02M -$204K -6,554 -9%
GLA
356
Great Lakes Advisors
Illinois
$1.97M +$49.7K +1,596 +2%
PIC
357
Portland Investment Counsel
Ontario, Canada
$1.97M -$7.52M -241,600 -79%
DC
358
Davenport & Co
Virginia
$1.95M -$100K -3,216 -5%
Mackenzie Financial
359
Mackenzie Financial
Ontario, Canada
$1.95M +$155K +4,986 +8%
KRS
360
Kentucky Retirement Systems
Kentucky
$1.94M +$178K +5,720 +10%
LCM
361
Liberty Capital Management
Michigan
$1.93M +$75.3K +2,420 +4%
SIM
362
Sentry Investment Management
Wisconsin
$1.93M +$685K +21,994 +52%
ITIM
363
Indiana Trust & Investment Management
Indiana
$1.92M +$454K +14,572 +30%
CB
364
Chemical Bank
Michigan
$1.9M -$114K -3,674 -5%
NB
365
Norinchukin Bank
Japan
$1.87M +$1.18M +37,988 +155%
SFA
366
Stewardship Financial Advisors
Georgia
$1.86M +$1.93M +62,132 New
LTFS
367
Ladenburg Thalmann Financial Services
Florida
$1.85M +$333K +10,710 +21%
NPC
368
National Planning Corporation
California
$1.82M +$1.38M +44,246 +241%
TG
369
TCW Group
California
$1.82M +$3.11K +100 +0.2%
MA
370
MUFG Americas
New York
$1.81M -$163K -5,252 -8%
GL
371
GLG LLC
New York
$1.8M -$1.3M -41,880 -41%
LSERS
372
Louisiana State Employees Retirement System
Louisiana
$1.79M -$99.6K -3,200 -5%
PCM
373
Parsons Capital Management
Rhode Island
$1.77M +$5.29K +170 +0.3%
JCM
374
Jag Capital Management
Missouri
$1.76M +$25.8K +830 +1%
KCPG
375
Kavar Capital Partners Group
Kansas
$1.71M +$68.5K +2,200 +4%

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.