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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
SHA
501
Smith Hayes Advisers
Nebraska
$717K +$125 +4 +0%
TNB
502
Thomasville National Bank
Georgia
$716K -$72.8K -2,340 -9%
DAC
503
Dividend Assets Capital
South Carolina
$708K -$6.22K -200 -0.8%
TMAM
504
Tokio Marine Asset Management
Japan
$705K -$156K -5,024 -18%
Capstone Investment Advisors
505
Capstone Investment Advisors
New York
$705K +$733K +23,560 New
SHWM
506
Smith & Howard Wealth Management
Georgia
$698K +$726K +23,318 New
WT
507
Whittier Trust
California
$697K -$29.6K -950 -4%
PA
508
Profund Advisors
Maryland
$690K +$137K +4,406 +24%
CFMC
509
Curbstone Financial Management Corp
New Hampshire
$683K +$303K +9,750 +75%
AB
510
Amalgamated Bank
New York
$680K -$232K -7,460 -25%
BO
511
Bank OZK
Arkansas
$661K -$9.34K -300 -1%
HTC
512
Haverford Trust Company
Pennsylvania
$657K +$5.42K +174 +0.8%
ASN
513
Advisory Services Network
Georgia
$648K +$46K +1,478 +7%
RW
514
Rand Wealth
Maryland
$645K -$117K -3,750 -15%
CFG
515
Citizens Financial Group
Rhode Island
$629K +$623K +20,000 New
CONA
516
Capital One National Association
New York
$628K +$155K +4,972 +31%
CC
517
ClearArc Capital
Ohio
$626K -$996 -32 -0.2%
GA
518
Geneva Advisors
Illinois
$619K +$31.4K +1,010 +5%
FQ
519
First Quadrant
California
$611K -$205K -6,598 -24%
SPC
520
Sigma Planning Corp
Michigan
$594K -$90K -2,892 -13%
SLAM
521
Swiss Life Asset Management
$592K +$615K +19,754 New
CIC
522
Cornercap Investment Counsel
Georgia
$584K +$48.2K +1,550 +9%
CSA
523
Cottage Street Advisors
Massachusetts
$580K +$567K +18,200 New
WP
524
WMS Partners
Maryland
$577K -$24.9K -800 -4%
IA
525
IFP Advisors
Florida
$576K +$598K +19,224 New

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.