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912 hedge funds and large institutions have $19.4B invested in Aflac in 2016 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 287 increasing their positions, 367 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 81

20% more call options, than puts

Call options by funds: $286M | Put options by funds: $238M

0.84% more ownership

Funds ownership: 135.5%136.34% (+0.84%)

1% more funds holding

Funds holding: 905912 (+7)

2% less capital invested

Capital invested by funds: $19.8B → $19.4B (-$403M)

22% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 367

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

Holders
912
Holders Change
+7
Holders Change %
+0.77%
% of All Funds
22.8%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.42%
New
102
Increased
287
Reduced
367
Closed
81
Calls
$286M
Puts
$238M
Net Calls
+$48.3M
Net Calls Change
-$36.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
351
Envestnet Asset Management
Illinois
$2.45M -$935K -26,552 -27%
PAM
352
Peninsula Asset Management
Florida
$2.41M -$115K -3,260 -5%
GLA
353
Great Lakes Advisors
Illinois
$2.38M +$29.3K +832 +1%
Capital Fund Management (CFM)
354
Capital Fund Management (CFM)
France
$2.36M +$2.39M +67,748 New
NB
355
Norinchukin Bank
Japan
$2.35M +$1.68M +47,776 +243%
ACM
356
Azimuth Capital Management
Michigan
$2.33M +$33.7K +956 +1%
SW
357
SVB Wealth
Massachusetts
$2.32M -$566K -16,066 -19%
ERSOT
358
Employees Retirement System of Texas
Texas
$2.3M +$563K +16,000 +32%
VIA
359
Vident Investment Advisory
Georgia
$2.29M +$25.6K +726 +1%
PA
360
Pinnacle Associates
New York
$2.29M +$70.4K +2,000 +3%
JCM
361
Jacobi Capital Management
Pennsylvania
$2.28M -$615K -17,460 -21%
TIM
362
Thompson Investment Management
Wisconsin
$2.27M -$1.25M -35,610 -35%
SEI Investments
363
SEI Investments
Pennsylvania
$2.27M -$687K -19,522 -23%
SMDAM
364
Sumitomo Mitsui DS Asset Management
Japan
$2.22M -$186K -5,288 -8%
OCM
365
One Capital Management
California
$2.22M -$29.1K -826 -1%
ACP
366
Ashfield Capital Partners
California
$2.2M -$588K -16,708 -21%
VRS
367
Virginia Retirement Systems
Virginia
$2.19M -$753K -21,400 -25%
PCM
368
Parsons Capital Management
Rhode Island
$2.19M -$47.9K -1,360 -2%
SIM
369
Sentry Investment Management
Wisconsin
$2.18M
LMGAM
370
Liberty Mutual Group Asset Management
Massachusetts
$2.17M -$10.4K -296 -0.5%
MPWT
371
MassMutual Private Wealth & Trust
Connecticut
$2.15M +$2.18M +61,840 New
DJSG
372
D.J. St. Germain
Massachusetts
$2.14M -$18.3K -520 -0.8%
DCM
373
Dupont Capital Management
Delaware
$2.13M -$2.57M -72,986 -54%
KFA
374
Kays Financial Advisory
Georgia
$2.13M +$303K +8,598 +16%
MG
375
Meritage Group
California
$2.13M +$2.15M +61,162 New

AFL Hedge Fund Activity: Q4 2016 in Review

912 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q4 2016, worth a combined $19.4B — down 2% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new AFL positions and 81 closed out — a net gain of 21 holders — while 287 added to existing stakes and 367 trimmed.

The largest buyer was Norges Bank, adding an estimated $159M. The largest seller was Ninety One (UK), cutting an estimated $82.7M.

  • 912 institutional investors held Aflac (AFL) as of Q4 2016, up from 905 in Q3 2016.
  • Funds reported $19.4B of Aflac stock for Q4 2016, down 2% quarter-over-quarter.
  • 102 funds opened new Aflac positions in Q4 2016 and 81 closed out, a net change of +21 holders.
  • The largest Aflac buyer in Q4 2016 was Norges Bank, an estimated $159M added.
  • The largest Aflac seller in Q4 2016 was Ninety One (UK), an estimated $82.7M sold.

Based on aggregated 13F filings for Q4 2016.