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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
GJIC
526
Gamble Jones Investment Counsel
California
$573K -$146K -4,700 -20%
CI
527
Constellation Investments
Ohio
$563K +$6.22K +200 +1%
PP
528
Paloma Partners
Connecticut
$558K -$421K -13,536 -42%
OLA
529
Oliver Luxxe Assets
New Jersey
$558K +$614K +19,732 New
BCM
530
BlueCrest Capital Management
Jersey
$554K -$4.92M -158,010 -90%
BAAM
531
Baker Avenue Asset Management
California
$554K -$33.6K -1,080 -6%
PI
532
Putnam Investments
Massachusetts
$551K
IOOF
533
Independent Order of Foresters
Ontario, Canada
$544K -$136K -4,370 -19%
HSA
534
HBK Sorce Advisory
Pennsylvania
$543K +$564K +18,126 New
KIA
535
KCM Investment Advisors
California
$542K +$96.1K +3,088 +21%
MFS
536
MSI Financial Services
Massachusetts
$537K +$236K +7,592 +74%
BFS
537
Bradley Foster & Sargent
Connecticut
$531K -$156K -5,010 -22%
AWM
538
Arbor Wealth Management
Florida
$528K +$573K +18,414 New
TAM
539
Taylor Asset Management
Ontario, Canada
$527K
GAAM
540
Guinness Atkinson Asset Management
California
$526K +$68.5K +2,200 +14%
CMANY
541
Capital Management Associates (New York)
New York
$525K -$8.4K -270 -2%
SAS
542
Spectrum Advisory Services
Georgia
$523K
RBC
543
Ronald Blue & Co
Georgia
$522K -$23.3K -750 -4%
MMG
544
Monetary Management Group
Missouri
$521K -$52.9K -1,700 -9%
LNWWM
545
Laird Norton Wetherby Wealth Management
California
$516K +$25.7K +826 +5%
HT
546
HighTower Trust
Texas
$513K -$424K -13,620 -44%
NBC
547
Neuberger Berman Canada
Ontario, Canada
$511K +$531K +17,058 New
Neuberger Berman Group
548
Neuberger Berman Group
New York
$506K +$9.9K +318 +2%
MYAM
549
Meiji Yasuda Asset Management
Japan
$504K +$108K +3,460 +26%
ACPU
550
Arrowgrass Capital Partners (US)
Delaware
$486K -$212K -6,802 -30%

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.