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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
WSCM
426
Wellington Shields Capital Management
New York
$1.26M -$358K -11,492 -21%
CBU
427
CIBC Bank USA
Illinois
$1.23M +$249 +8 +0%
KP
428
Keel Point
Alabama
$1.23M -$38.2K -1,226 -3%
ONB
429
Old National Bancorp
Indiana
$1.21M -$96.5K -3,100 -7%
PS
430
Pensionfund Sabic
Netherlands
$1.21M
CIBC Private Wealth Group
431
CIBC Private Wealth Group
Georgia
$1.21M +$809 +26 +0.1%
PLFAM
432
Pineno Levin & Ford Asset Management
Virginia
$1.19M
SI
433
SII Investments
Wisconsin
$1.18M +$100K +3,226 +9%
ZCM
434
Zebra Capital Management
Connecticut
$1.18M +$664K +21,334 +118%
KFA
435
Kays Financial Advisory
Georgia
$1.17M +$94.3K +3,030 +8%
BB
436
Bell Bank
North Dakota
$1.16M -$3.73K -120 -0.3%
FT
437
Fiduciary Trust
Massachusetts
$1.13M -$809 -26 -0.1%
CIM
438
CenturyLink Investment Management
Colorado
$1.11M
CNBT
439
Canandaigua National Bank & Trust
New York
$1.11M
TFA
440
Toth Financial Advisory
Virginia
$1.1M +$35.2K +1,130 +3%
BA
441
Boston Advisors
Massachusetts
$1.08M -$27.1K -870 -2%
NGA
442
Naples Global Advisors
Florida
$1.06M +$12.5K +400 +1%
NPT
443
Nixon Peabody Trust
Massachusetts
$1.06M +$1.1M +35,260 New
LPT
444
Legacy Private Trust
Wisconsin
$1.05M -$98.1K -3,150 -8%
BFEC
445
Benjamin F. Edwards & Company
Missouri
$1.05M +$1.56K +50 +0.1%
CTC
446
Central Trust Company
Missouri
$1.03M -$11.8K -380 -1%
TCM
447
Tanaka Capital Management
New York
$1.03M -$56.8K -1,826 -5%
SNBOSD
448
Security National Bank of So Dak
Iowa
$1.02M +$98.9K +3,178 +10%
CHC
449
City Holding Co
West Virginia
$995K -$62 -2 -0%
P
450
Pitcairn
Pennsylvania
$992K +$32.1K +1,032 +3%

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.