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Aflac
AFL

808 hedge funds and large institutions have $17.6B invested in Aflac in 2015 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 273 increasing their positions, 319 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $273M | Put options by funds: $113M

68% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 40

14% more funds holding in top 10

Funds holding in top 10: 21 → 24 (+3)

2% more funds holding

Funds holding: 791 → 808 (+17)

0.2% more ownership

Funds ownership: 130.47% → 130.68% (+0.2%)

4% less capital invested

Capital invested by funds: $18.3B → $17.6B (-$702M)

14% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 319

Holders
808
Holders Change
+17
Holders Change %
+2.15%
% of All Funds
21.77%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.65%
New
67
Increased
273
Reduced
319
Closed
40
Calls
$273M
Puts
$113M
Net Calls
+$160M
Net Calls Change
+$23.9M

Top Buyers

1
SOMRS
State of Michigan Retirement System
Michigan
+$281M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$53.5M
3
Morgan Stanley
Morgan Stanley
New York
+$39.2M
4
Victory Capital Management
Victory Capital Management
Texas
+$35.3M
5
Deutsche Bank
Deutsche Bank
Germany
+$34.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$99.7M
2
State Street
State Street
Massachusetts
-$98.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$81.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$70.6M
5
Axa
Axa
France
-$62.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
26
Ariel Investments
Illinois
$130M +$10.3M +326,710 +8%
American Century Companies
27
American Century Companies
Missouri
$127M +$5.71M +180,346 +5%
UBS AM
28
UBS AM
Illinois
$124M +$4M +126,478 +3%
TCIM
29
TIAA CREF Investment Management
New York
$115M +$9.14M +288,786 +8%
Legal & General Group
30
Legal & General Group
United Kingdom
$115M -$52.1K -1,646 -0%
LAM
31
Lyrical Asset Management
New York
$115M +$19.8M +625,980 +20%
Prudential Financial
32
Prudential Financial
New Jersey
$114M -$3.92M -123,800 -3%
SI
33
Scout Investments
Missouri
$112M -$4.88M -154,072 -4%
HCM
34
Herndon Capital Management
Georgia
$101M -$11M -346,722 -10%
Goldman Sachs
35
Goldman Sachs
New York
$97.9M -$99.7M -3,148,742 -50%
SI
36
Scharf Investments
California
$97.1M -$35.1M -1,110,322 -26%
Charles Schwab
37
Charles Schwab
California
$89.3M -$154K -4,862 -0.2%
RFS
38
Rockefeller Financial Services
New York
$87.4M +$7.39M +233,336 +9%
OH
39
Orbis Holdings
Bermuda
$85.8M +$14.3M +452,864 +20%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$77.3M -$5.01M -158,402 -6%
MAMU
41
Marathon Asset Management (UK)
United Kingdom
$77.2M -$1.91M -60,366 -2%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$76.3M -$6.75M -213,110 -8%
Axa
43
Axa
France
$73.8M -$62.7M -1,981,960 -46%
BlackRock
44
BlackRock
New York
$73.1M -$12.2M -386,196 -14%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$72.5M +$600K +18,960 +0.8%
SCM
46
Smead Capital Management
Arizona
$68.3M +$7.39M +233,414 +12%
TA
47
Teachers Advisors
New York
$67.8M +$26.1M +824,636 +61%
AQR Capital Management
48
AQR Capital Management
Connecticut
$65.6M +$53.5M +1,689,154 +401%
CIC
49
Crawford Investment Counsel
Georgia
$61.9M -$7.3M -230,740 -10%
QI
50
QV Investors
Alberta, Canada
$60.1M +$472K +14,900 +0.8%
1
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AFL Hedge Fund Activity: Q2 2015 in Review

808 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q2 2015, worth a combined $17.6B — down 3.8% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new AFL positions and 40 closed out — a net gain of 27 holders — while 273 added to existing stakes and 319 trimmed.

The largest buyer was State of Michigan Retirement System, adding an estimated $281M. The largest seller was Goldman Sachs, cutting an estimated $99.7M.

  • 808 institutional investors held Aflac (AFL) as of Q2 2015, up from 791 in Q1 2015.
  • Funds reported $17.6B of Aflac stock for Q2 2015, down 3.8% quarter-over-quarter.
  • 67 funds opened new Aflac positions in Q2 2015 and 40 closed out, a net change of +27 holders.
  • The largest Aflac buyer in Q2 2015 was State of Michigan Retirement System, an estimated $281M added.
  • The largest Aflac seller in Q2 2015 was Goldman Sachs, an estimated $99.7M sold.

Based on aggregated 13F filings for Q2 2015.