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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
AIMCA
651
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$264K +$274K +8,800 New
Mariner
652
Mariner
Kansas
$263K +$6.47K +208 +2%
HA
653
Hamel Associates
New Jersey
$262K
1SB
654
1ST Source Bank
Indiana
$261K -$6.22K -200 -2%
FC
655
Fayerweather Charles
$261K +$271K +8,700 New
TCB
656
Texas Capital Bancshares
Texas
$260K
FMWA
657
Forvis Mazars Wealth Advisors
Missouri
$259K +$2.74K +88 +1%
FMLI
658
Fukoku Mutual Life Insurance
Japan
$258K +$56K +1,800 +26%
PFPT
659
Pinnacle Financial Partners (Tennessee)
Tennessee
$257K +$39.6K +1,272 +17%
SCM
660
Shelton Capital Management
Colorado
$254K +$12.5K +400 +5%
LWCFA
661
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$253K -$93.4K -3,000 -26%
CWA
662
Cypress Wealth Advisors
California
$253K +$2.74K +88 +1%
BCM
663
Buckhead Capital Management
Georgia
$252K
BFA
664
Bragg Financial Advisors
North Carolina
$247K
IB
665
Intrust Bank
Kansas
$246K +$255K +8,206 New
ICAS
666
Investors Capital Advisory Services
Massachusetts
$245K -$189K -6,080 -42%
MIC
667
MU Investments Company
Japan
$245K -$37.4K -1,200 -13%
DIA
668
Denver Investment Advisors
Colorado
$245K -$15.6K -500 -6%
BB
669
Busey Bank
Illinois
$245K -$11.3K -364 -4%
FIM
670
Freedom Investment Management
Connecticut
$242K -$408K -13,114 -62%
PNC
671
Park National Corp
Ohio
$242K +$25.2K +810 +11%
SHGA
672
Sand Hill Global Advisors
California
$240K -$24.9K -800 -9%
CG
673
Colony Group
Massachusetts
$240K
HIM
674
Hermes Investment Management
United Kingdom
$240K
CCM
675
Cutler Capital Management
Massachusetts
$239K

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.