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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
Simplex Trading
626
Simplex Trading
Illinois
$275K +$280K +8,852 New
MWM
627
Mission Wealth Management
California
$274K +$271K +8,576 New
HA
628
Hamel Associates
New Jersey
$272K – – –
EA
629
Euclid Advisors
Connecticut
$272K +$277K +8,744 New
TCB
630
Texas Capital Bancshares
Texas
$270K -$494K -15,606 -64%
DIA
631
Denver Investment Advisors
Colorado
$270K – – –
DW
632
Domani Wealth
Pennsylvania
$270K +$258K +8,166 +1,547%
ST
633
Sabal Trust
Florida
$267K +$19K +600 +8%
BB
634
Busey Bank
Illinois
$266K -$8.42K -266 -3%
Mariner
635
Mariner
Kansas
$266K +$39.8K +1,258 +17%
BG
636
Bahl & Gaynor
Ohio
$265K +$3.35K +106 +1%
BFA
637
Bragg Financial Advisors
North Carolina
$262K – – –
BCM
638
Buckhead Capital Management
Georgia
$261K – – –
HI
639
HBK Investments
Texas
$261K +$266K +8,400 New
BAM
640
Brave Asset Management
New Jersey
$253K – – –
MIM
641
Montgomery Investment Management
Maryland
$252K – – –
CTA
642
Chesley Taft & Associates
Illinois
$249K – – –
HIM
643
Hermes Investment Management
United Kingdom
$249K – – –
SHGA
644
Sand Hill Global Advisors
California
$249K – – –
SEC
645
Seven Eight Capital
New York
$249K +$253K +8,000 New
CG
646
Colony Group
Massachusetts
$249K +$253K +8,002 New
UR
647
USCA RIA
Texas
$248K +$28.5K +902 +13%
MAM
648
Mizuho Asset Management
Japan
$248K +$55.7K +1,760 +28%
FIM
649
Freedom Investment Management
Connecticut
$247K -$11.8K -372 -4%
FWIA
650
Fort Washington Investment Advisors
Ohio
$247K – – –
24 25
26
27 28

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.