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912 hedge funds and large institutions have $19.4B invested in Aflac in 2016 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 287 increasing their positions, 367 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 81

20% more call options, than puts

Call options by funds: $286M | Put options by funds: $238M

0.84% more ownership

Funds ownership: 135.5%136.34% (+0.84%)

1% more funds holding

Funds holding: 905912 (+7)

2% less capital invested

Capital invested by funds: $19.8B → $19.4B (-$403M)

22% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 367

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

Holders
912
Holders Change
+7
Holders Change %
+0.77%
% of All Funds
22.8%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.42%
New
102
Increased
287
Reduced
367
Closed
81
Calls
$286M
Puts
$238M
Net Calls
+$48.3M
Net Calls Change
-$36.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
626
B. Riley Wealth Advisors
Florida
$454K -$17K -484 -4%
PLFAM
627
Pineno Levin & Ford Asset Management
Virginia
$442K
GAM
628
Gotham Asset Management
New York
$441K +$447K +12,686 New
EVM
629
Evelyn V. Moreno
$440K -$1.57M -44,536 -78%
GAAM
630
Guinness Atkinson Asset Management
California
$440K -$4.22K -120 -0.9%
NAP
631
New Amsterdam Partners
New York
$440K -$3.94K -112 -0.9%
AL
632
Airain Ltd
Guernsey
$440K +$446K +12,658 New
BL
633
Balentine LLC
Georgia
$437K +$915 +26 +0.2%
BCB
634
Brian C. Broderick
$434K -$15.1K -430 -3%
MIM
635
Montgomery Investment Management
Maryland
$432K
ACM
636
Argyle Capital Management
Pennsylvania
$427K
BAM
637
Berkshire Asset Management
Pennsylvania
$426K +$40.2K +1,142 +10%
IIM
638
Intact Investment Management
Quebec, Canada
$425K +$430K +12,200 New
DCM
639
Driehaus Capital Management
Illinois
$418K +$423K +12,018 New
SHCM
640
Stokes & Hubbell Capital Management
Louisiana
$416K +$704 +20 +0.2%
CG
641
Caprock Group
Idaho
$409K -$4.16K -118 -1%
JIC
642
Joel Isaacson & Co
New York
$406K
ZDA
643
Zweig-DiMenna Associates
New York
$404K +$35.2K +1,000 +9%
PIM
644
Penobscot Investment Management
Massachusetts
$403K
Koshinski Asset Management
645
Koshinski Asset Management
Illinois
$398K +$183K +5,200 +83%
SCP
646
Seizert Capital Partners
Michigan
$397K -$14.1K -400 -3%
CFMC
647
Curbstone Financial Management Corp
New Hampshire
$395K -$386K -10,950 -49%
WSC
648
Wellington Shields & Co
New York
$394K
NFA
649
Nuveen Fund Advisors
Illinois
$390K -$193K -5,486 -33%
FANJ
650
Financial Architects (New Jersey)
New Jersey
$390K -$16.8K -478 -4%

AFL Hedge Fund Activity: Q4 2016 in Review

912 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q4 2016, worth a combined $19.4B — down 2% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new AFL positions and 81 closed out — a net gain of 21 holders — while 287 added to existing stakes and 367 trimmed.

The largest buyer was Norges Bank, adding an estimated $159M. The largest seller was Ninety One (UK), cutting an estimated $82.7M.

  • 912 institutional investors held Aflac (AFL) as of Q4 2016, up from 905 in Q3 2016.
  • Funds reported $19.4B of Aflac stock for Q4 2016, down 2% quarter-over-quarter.
  • 102 funds opened new Aflac positions in Q4 2016 and 81 closed out, a net change of +21 holders.
  • The largest Aflac buyer in Q4 2016 was Norges Bank, an estimated $159M added.
  • The largest Aflac seller in Q4 2016 was Ninety One (UK), an estimated $82.7M sold.

Based on aggregated 13F filings for Q4 2016.