We are live on ! Find out more

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
CCM
676
Covington Capital Management
California
$237K +$246K +7,918 New
MAA
677
Matrix Asset Advisors
New York
$233K
WKWM
678
Walter & Keenan Wealth Management
Indiana
$233K +$242K +7,790 New
SGCA
679
Steel Grove Capital Advisors
Tennessee
$230K +$239K +7,670 New
MAM
680
Meeder Asset Management
Ohio
$229K +$66.7K +2,142 +39%
KA
681
Kovack Advisors
Florida
$228K +$237K +7,624 New
AWMS
682
Advocacy Wealth Management Services
Georgia
$226K +$235K +7,548 New
ST
683
Smithfield Trust
Pennsylvania
$225K +$203K +6,506 +651%
ECM
684
ETrade Capital Management
Virginia
$223K +$231K +7,432 New
ST
685
Semper Trust
Pennsylvania
$222K +$230K +7,400 New
TT
686
Tiedemann Trust
Delaware
$216K
BAM
687
Brave Asset Management
New Jersey
$214K
CDH
688
Charles D. Hyman
$214K
DMC
689
Drexel Morgan & Co
Pennsylvania
$213K
DWA
690
Douglass Winthrop Advisors
New York
$210K
PM
691
Penbrook Management
New York
$210K +$218K +7,000 New
SSWM
692
Smith Salley Wealth Management
North Carolina
$208K +$216K +6,940 New
CL
693
CIM LLC
New York
$206K -$934 -30 -0.4%
IIM
694
Ipswich Investment Management
Massachusetts
$205K +$213K +6,840 New
RIL
695
Rothschild Investment LLC
Illinois
$204K +$212K +6,800 New
RCAG
696
Rehmann Capital Advisory Group
Michigan
$204K +$212K +6,814 New
GIA
697
GHP Investment Advisors
Colorado
$203K +$211K +6,790 New
LNB
698
Ledyard National Bank
$193K
AW
699
Alpha Windward
Massachusetts
$193K +$2.68K +86 +1%
Bessemer Group
700
Bessemer Group
New Jersey
$180K -$263K -8,456 -58%

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.