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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: 2124 (+3)

2% more funds holding

Funds holding: 791808 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CL
676
CIM LLC
New York
$210K -$24.2K -766 -10%
GIA
677
GHP Investment Advisors
Colorado
$210K
AWP
678
Ascent Wealth Partners
New York
$207K
MBTD
679
Mechanics Bank - Trust Department
California
$202K
AW
680
Alpha Windward
Massachusetts
$202K +$317 +10 +0.2%
DT
681
Diversified Trust
Tennessee
$201K
PWW
682
Pettyjohn Wood & White
Virginia
$200K
AIM
683
Arcadia Investment Management
Michigan
$197K -$38K -1,200 -16%
Bessemer Group
684
Bessemer Group
New Jersey
$188K +$172K +5,426 +861%
BCM
685
Brookstone Capital Management
Illinois
$185K +$188K +5,946 New
PAIA
686
Park Avenue Institutional Advisers
New York
$184K +$187K +5,920 New
NFG
687
Next Financial Group
Texas
$171K -$244K -7,724 -58%
W
688
Wealthfront
California
$167K +$36.5K +1,152 +27%
BCMIO
689
Beacon Capital Management Inc (Ohio)
Ohio
$152K -$7.91K -250 -5%
H
690
Hexavest
Quebec, Canada
$149K
SC
691
SRB Corp
Massachusetts
$144K -$26.7K -844 -15%
MFBTD
692
MB Financial Bank - Trust Department
Illinois
$135K -$706K -22,316 -84%
SIA
693
Sit Investment Associates
Minnesota
$134K
QCG
694
Quadrant Capital Group
Ohio
$131K +$134K +4,228 New
TSW
695
Thompson Siegel & Walmsley
Virginia
$128K -$3.17K -100 -2%
SFWA
696
Summit Financial Wealth Advisors
Louisiana
$128K
S
697
SignatureFD
Georgia
$126K +$16.9K +534 +15%
CCM
698
Cutler Capital Management
Massachusetts
$124K +$127K +4,000 New
ATC
699
Adirondack Trust Company
New York
$119K -$10.5K -332 -8%
GLI
700
Guardian Life Insurance
New York
$118K -$1.14K -36 -0.9%

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.