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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
JMPWA
376
JP Morgan Private Wealth Advisors
California
$1.7M +$52.4K +1,682 +3%
TAF
377
Tredje AP-fonden
Sweden
$1.69M +$23.9K +768 +1%
CA
378
Commerzbank Aktiengesellschaft
Germany
$1.69M +$936K +30,078 +114%
FG
379
Fiduciary Group
Georgia
$1.68M
COPPSERS
380
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.67M +$13K +418 +0.8%
EHWM
381
Eads & Heald Wealth Management
Georgia
$1.67M -$15.8K -506 -0.9%
SAM
382
Sawgrass Asset Management
Florida
$1.67M +$117K +3,750 +7%
CIM
383
Calvert Investment Management
Maryland
$1.66M +$526K +16,906 +44%
ERSOT
384
Employees Retirement System of Texas
Texas
$1.62M -$187K -6,000 -10%
SI
385
Stephens Inc
Arkansas
$1.62M +$1.18M +37,782 +233%
LRIC
386
Long Road Investment Counsel
Michigan
$1.6M -$37.4K -1,200 -2%
HNB
387
Huntington National Bank
Ohio
$1.6M -$58.6K -1,884 -3%
FNB
388
First Niagara Bank
New York
$1.58M -$146K -4,676 -8%
SM
389
Stratton Management
Pennsylvania
$1.57M -$230K -7,400 -12%
DY
390
Dowling & Yahnke
California
$1.55M -$132K -4,250 -8%
SOADOR
391
State of Alaska Department of Revenue
Alaska
$1.55M +$705K +22,660 +77%
CIM
392
Cambria Investment Management
California
$1.54M -$104K -3,332 -6%
HCM
393
Herndon Capital Management
Georgia
$1.54M +$483K +15,530 +43%
LMGAM
394
Liberty Mutual Group Asset Management
Massachusetts
$1.51M -$450K -14,442 -22%
HFS
395
HL Financial Services
Kentucky
$1.51M +$21.2K +680 +1%
KBC Group
396
KBC Group
Belgium
$1.5M
MFS
397
Monetta Financial Services
Illinois
$1.5M +$1.56M +50,000 New
CWM
398
Concert Wealth Management
California
$1.49M -$8.9K -286 -0.6%
YIA
399
YHB Investment Advisors
Connecticut
$1.47M -$37.8K -1,214 -2%
BCFS
400
Butensky & Cohen Financial Security
Florida
$1.46M +$6.85K +220 +0.5%

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.