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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
PIM
626
Profit Investment Management
Maryland
$299K +$40.9K +1,314 +15%
TYCC
627
Texas Yale Capital Corp
Florida
$299K +$87.2K +2,800 +39%
BTNA
628
Bremer Trust National Association
Minnesota
$298K +$65.6K +2,108 +27%
CAN
629
Cetera Advisor Networks
California
$293K -$59.1K -1,900 -16%
BUB
630
BBVA USA Bancshares
Texas
$292K +$2.93K +94 +1%
FANJ
631
Financial Architects (New Jersey)
New Jersey
$292K +$78.2K +2,512 +35%
CEP
632
Chicago Equity Partners
Illinois
$292K +$303K +9,750 New
FFWA
633
FRG Family Wealth Advisors
Washington
$291K +$302K +9,718 New
W
634
Wealthfront
California
$289K +$28.9K +930 +11%
PFS
635
Physicians Financial Services
North Carolina
$285K +$296K +9,500 New
SNT
636
Security National Trust
West Virginia
$282K
MIM
637
Montgomery Investment Management
Maryland
$282K +$40.5K +1,300 +16%
HBWM
638
Hollow Brook Wealth Management
New York
$281K
WTC
639
WhitTier Trust Company
Nevada
$278K -$24.9K -800 -8%
NME
640
Notis-McConarty Edward
$277K
DP
641
Dearborn Partners
Illinois
$276K
GBT
642
Grove Bank & Trust
Florida
$276K +$287K +9,210 New
GC
643
Grimes & Company
Massachusetts
$274K +$68.2K +2,190 +32%
HBT
644
Hills Bank & Trust
Iowa
$273K
UBWV
645
United Bank (West Virginia)
West Virginia
$271K
DI
646
Diligent Investors
California
$270K
PVWM
647
Point View Wealth Management
New Jersey
$269K -$3.24K -104 -1%
HA
648
Harfst & Associates
Wyoming
$269K +$22.5K +724 +9%
PAMG
649
Patton Albertson Miller Group
Tennessee
$266K -$9.34K -300 -3%
PWMAG
650
Pinnacle Wealth Management Advisory Group
New Jersey
$265K +$46.7K +1,500 +20%

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.