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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
SNT
676
Security National Trust
West Virginia
$333K
UBWV
677
United Bank (West Virginia)
West Virginia
$324K +$21.5K +610 +7%
GBT
678
Grove Bank & Trust
Florida
$321K
WB
679
WesBanco Bank
West Virginia
$320K -$7.04K -200 -2%
HIS
680
Horizon Investment Services
Indiana
$318K -$30.9K -878 -9%
PVWM
681
Point View Wealth Management
New Jersey
$317K -$34.7K -986 -10%
NL
682
NWAM LLC
Washington
$317K -$7.04K -200 -2%
CWM
683
Cornerstone Wealth Management
Missouri
$316K -$8.59K -244 -3%
KFS
684
Kurt F. Somerville
$315K
CM
685
Cornerstone Management
Georgia
$314K +$1.2K +34 +0.4%
DI
686
Diligent Investors
California
$313K
MCM
687
Maple Capital Management
Vermont
$313K +$28.2K +802 +10%
RI
688
Ridgewood Investments
New Jersey
$313K +$317K +9,002 New
RCAG
689
Rehmann Capital Advisory Group
Michigan
$311K +$32.7K +928 +12%
ACI
690
Alpha Cubed Investments
California
$310K
TYCC
691
Texas Yale Capital Corp
Florida
$310K
CWA
692
Cypress Wealth Advisors
California
$307K -$1.48K -42 -0.5%
IH
693
IFC Holdings
Florida
$303K -$45.4K -1,290 -13%
OSAM
694
O'Shaughnessy Asset Management
Connecticut
$301K -$77.5K -2,202 -20%
PIM
695
Profit Investment Management
Maryland
$301K -$14.5K -412 -5%
CCP
696
Corient Capital Partners
California
$300K -$3.87K -110 -1%
FFWA
697
FRG Family Wealth Advisors
Washington
$296K
SHGA
698
Sand Hill Global Advisors
California
$296K +$5.7K +162 +2%
BBA
699
BLB&B Advisors
Pennsylvania
$295K -$8.1K -230 -3%
SFSG
700
Stearns Financial Services Group
North Carolina
$294K

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.