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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
TCM
576
Tradition Capital Management
New Jersey
$395K
BOH
577
Bank of Hawaii
Hawaii
$394K +$409K +13,150 New
NAP
578
New Amsterdam Partners
New York
$392K +$407K +13,076 New
ECM
579
Element Capital Management
New York
$390K +$406K +13,032 New
SBIA
580
Sheaff Brock Investment Advisors
Indiana
$389K +$404K +12,982 New
BCM
581
Bienville Capital Management
New York
$387K
AIA
582
Affinity Investment Advisors
California
$385K +$2.93K +94 +0.7%
PIM
583
Penobscot Investment Management
Massachusetts
$382K
VFA
584
Voya Financial Advisors
Connecticut
$379K +$17K +546 +5%
FHA
585
First Horizon Advisors
Tennessee
$375K +$18.6K +596 +5%
DADC
586
D.A. Davidson & Co
Montana
$373K +$8.9K +286 +2%
Jane Street
587
Jane Street
New York
$371K -$418K -13,416 -52%
SCP
588
Seizert Capital Partners
Michigan
$371K
ACM
589
Argyle Capital Management
Pennsylvania
$367K
SI
590
Scharf Investments
California
$361K -$16.1K -518 -4%
RCM
591
RNC Capital Management
California
$360K +$29.1K +934 +8%
VWM
592
Venturi Wealth Management
Texas
$359K +$374K +12,000 New
SHCM
593
Stokes & Hubbell Capital Management
Louisiana
$356K +$697K +22,398 +174%
JIC
594
Joel Isaacson & Co
New York
$350K
ST
595
Sabal Trust
Florida
$347K +$93.4K +3,000 +35%
MYLI
596
Meiji Yasuda Life Insurance
Japan
$347K +$137K +4,400 +61%
WSC
597
Wellington Shields & Co
New York
$339K
PIM
598
Provident Investment Management
Michigan
$338K +$11.4K +366 +3%
CCA
599
Cobblestone Capital Advisors
New York
$334K
KFS
600
Kurt F. Somerville
$332K +$345K +11,070 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.