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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
Lido Advisors
651
Lido Advisors
California
$386K +$93.4K +2,652 +31%
AWA
652
ARS Wealth Advisors
Florida
$385K +$17.2K +488 +5%
RCM
653
RNC Capital Management
California
$385K +$49.3K +1,400 +14%
TCM
654
Tradition Capital Management
New Jersey
$384K -$42.3K -1,200 -10%
CAM
655
Carret Asset Management
New York
$383K
Fuller & Thaler Asset Management
656
Fuller & Thaler Asset Management
California
$383K
GBA
657
Garrison Bradford & Associates
New York
$383K
PCM
658
Palisade Capital Management
New Jersey
$376K
BCP
659
Blue Chip Partners
Michigan
$374K -$29K -824 -7%
CCA
660
Cobblestone Capital Advisors
New York
$374K
ATC
661
Argent Trust Co
Tennessee
$369K -$12.3K -348 -3%
II
662
IFM Investors
Australia
$369K +$373K +10,594 New
FNBT
663
FineMark National Bank & Trust
Florida
$358K +$18.3K +520 +5%
DP
664
Dearborn Partners
Illinois
$356K
HTHT
665
Hemenway Trust Hemenway Trust
New Hampshire
$352K -$50K -1,420 -12%
PFS
666
Physicians Financial Services
North Carolina
$352K +$3.52K +100 +1%
SAM
667
Silvercrest Asset Management
New York
$352K +$4.22K +120 +1%
ST
668
Sabal Trust
Florida
$348K -$35.2K -1,000 -9%
PTC
669
Private Trust Company
Ohio
$348K -$3.66K -104 -1%
GSBTD
670
Glenview State Bank Trust Department
Illinois
$348K +$70.4K +2,000 +25%
William Blair & Company
671
William Blair & Company
Illinois
$345K -$3.45K -98 -1%
FHA
672
First Horizon Advisors
Tennessee
$345K
NB
673
Nicolet Bankshares
Wisconsin
$344K -$9.44K -268 -3%
W
674
Wealthfront
California
$343K -$32.5K -924 -9%
SBIA
675
Sheaff Brock Investment Advisors
Indiana
$339K +$43.4K +1,234 +14%

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.