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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
AI
26
Ariel Investments
Illinois
$126M -$3.91M -125,740 -3%
Ameriprise
27
Ameriprise
Minnesota
$124M +$104M +3,339,564 +412%
AQR Capital Management
28
AQR Capital Management
Connecticut
$122M +$20.5M +658,278 +19%
Prudential Financial
29
Prudential Financial
New Jersey
$121M +$7.3M +234,600 +6%
Bank of America
30
Bank of America
North Carolina
$119M -$47.3M -1,520,256 -28%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$119M -$41.7M -1,338,218 -25%
TCIM
32
TIAA CREF Investment Management
New York
$115M -$18.1M -580,546 -13%
PPA
33
Parametric Portfolio Associates
Washington
$115M -$1.55M -49,692 -1%
Ninety One (UK)
34
Ninety One (UK)
United Kingdom
$114M +$119M +3,811,934 New
Legal & General Group
35
Legal & General Group
United Kingdom
$114M +$1.61M +51,870 +1%
RFS
36
Rockefeller Financial Services
New York
$102M +$10.5M +337,694 +11%
Boston Partners
37
Boston Partners
Massachusetts
$97.6M -$1.35M -43,422 -1%
SCM
38
Smead Capital Management
Arizona
$96.6M +$33.9M +1,088,872 +38%
Charles Schwab
39
Charles Schwab
California
$90.4M +$5.7M +183,146 +6%
WG
40
Winton Group
United Kingdom
$90.1M +$9.65M +310,092 +11%
UIM
41
USS Investment Management
United Kingdom
$83.8M +$87.2M +2,800,000 New
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$81.2M +$9.78M +314,042 +13%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$74.8M -$1.92M -61,710 -2%
CS
44
Credit Suisse
Switzerland
$74.1M +$9.66M +310,380 +14%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$73.5M +$56K +1,800 +0.1%
OH
46
Orbis Holdings
Bermuda
$73.3M -$8.2M -263,444 -10%
MAMU
47
Marathon Asset Management (UK)
United Kingdom
$73M -$1.85M -59,532 -2%
BlackRock
48
BlackRock
New York
$72.9M -$2.41M -77,492 -3%
Viking Global Investors
49
Viking Global Investors
Connecticut
$63.7M +$66.2M +2,126,394 New
UBS Group
50
UBS Group
Switzerland
$61.1M -$2.49M -79,856 -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.