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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
WTB
651
Washington Trust Bank
Washington
$245K – – –
MAM
652
Martingale Asset Management
Massachusetts
$244K +$248K +7,826 New
BTNA
653
Bremer Trust National Association
Minnesota
$244K +$248K +7,842 New
DMC
654
Drexel Morgan & Co
Pennsylvania
$243K -$64.9K -2,050 -21%
MAA
655
Matrix Asset Advisors
New York
$242K – – –
WKWM
656
Walter & Keenan Wealth Management
Indiana
$242K +$247K +7,790 New
Kayne Anderson Rudnick Investment Management
657
Kayne Anderson Rudnick Investment Management
California
$241K +$246K +7,760 New
CCM
658
Covington Capital Management
California
$240K -$98.1K -3,100 -29%
PNC
659
Park National Corp
Ohio
$238K -$950 -30 -0.4%
LNB
660
Ledyard National Bank
$237K +$4.43K +140 +2%
FANJ
661
Financial Architects (New Jersey)
New Jersey
$232K – – –
Fuller & Thaler Asset Management
662
Fuller & Thaler Asset Management
California
$230K -$127K -4,000 -35%
PIA
663
Peachtree Investment Advisors
Georgia
$227K – – –
FCBT
664
First Citizens Bank & Trust
North Carolina
$226K -$5.44K -172 -2%
DWA
665
Douglass Winthrop Advisors
New York
$224K – – –
TT
666
Tiedemann Trust
Delaware
$224K – – –
SCM
667
SOL Capital Management
Maryland
$224K +$228K +7,200 New
CDH
668
Charles D. Hyman
$223K – – –
VAM
669
Verity Asset Management
North Carolina
$223K – – –
HR
670
Howe & Rusling
New York
$223K +$12.7K +400 +6%
PFPT
671
Pinnacle Financial Partners (Tennessee)
Tennessee
$222K -$2.66K -84 -1%
GC
672
Grimes & Company
Massachusetts
$215K – – –
PFS
673
Prospera Financial Services
Texas
$214K +$10.8K +340 +5%
PPSG
674
Princeton Portfolio Strategies Group
New Jersey
$213K -$12.7K -400 -6%
HA
675
Harfst & Associates
Wyoming
$213K +$216K +6,840 New
25 26
27
28 29

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.