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Aflac
AFL

849 hedge funds and large institutions have $17.3B invested in Aflac in 2016 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 284 increasing their positions, 337 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $203M | Put options by funds: $76.8M

67% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 49

3.25% more ownership

Funds ownership: 132.44% → 135.7% (+3.3%)

3% more funds holding

Funds holding: 823 → 849 (+26)

3% more capital invested

Capital invested by funds: $16.9B → $17.3B (+$437M)

10% less funds holding in top 10

Funds holding in top 10: 20 → 18 (-2)

16% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 337

Holders
849
Holders Change
+26
Holders Change %
+3.16%
% of All Funds
22.62%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.48%
New
82
Increased
284
Reduced
337
Closed
49
Calls
$203M
Puts
$76.8M
Net Calls
+$126M
Net Calls Change
+$57.4M

Top Buyers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$365M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$71.9M
3
Ameriprise
Ameriprise
Minnesota
+$68.6M
4
Principal Financial Group
Principal Financial Group
Iowa
+$64.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$48.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$126M
2
SOMRS
State of Michigan Retirement System
Michigan
-$112M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$63.7M
4
American Century Companies
American Century Companies
Missouri
-$55M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$41.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PM
701
Penbrook Management
New York
$221K – – –
HK
702
Horizon Kinetics
New York
$221K +$208K +6,992 New
Geode Capital Management
703
Geode Capital Management
Massachusetts
$221K +$2.62M +88,098 +1%
NPF
704
Norris Perne & French
Michigan
$220K -$114K -3,836 -35%
CDH
705
Charles D. Hyman
$220K -$5.23K -176 -2%
DIA
706
Denver Investment Advisors
Colorado
$219K -$37.1K -1,248 -15%
SSWM
707
Smith Salley Wealth Management
North Carolina
$219K – – –
SFWA
708
Summit Financial Wealth Advisors
Louisiana
$217K +$204K +6,872 New
CIP
709
Convergence Investment Partners
Florida
$216K +$203K +6,828 New
GC
710
Grimes & Company
Massachusetts
$215K -$68K -2,290 -25%
MBT
711
Montecito Bank & Trust
California
$213K +$201K +6,750 New
VF
712
Virtu Financial
New York
$211K +$199K +6,688 New
AWP
713
Ascent Wealth Partners
New York
$210K +$198K +6,650 New
STMM
714
South Texas Money Management
Texas
$207K +$195K +6,564 New
SFSG
715
Stearns Financial Services Group
North Carolina
$205K +$193K +6,486 New
DT
716
Diversified Trust
Tennessee
$205K +$193K +6,488 New
SS
717
Sunbelt Securities
Texas
$205K +$193K +6,494 New
PWW
718
Pettyjohn Wood & White
Virginia
$203K +$191K +6,444 New
LNB
719
Ledyard National Bank
$202K -$1.6K -54 -0.8%
MA
720
Marshwinds Advisory
Georgia
$202K +$190K +6,400 New
AW
721
Alpha Windward
Massachusetts
$200K -$3.86K -130 -2%
BCM
722
Brookstone Capital Management
Illinois
$200K +$188K +6,338 New
MAM
723
Mizuho Asset Management
Japan
$198K -$138K -4,644 -43%
PCMM
724
Private Capital Management (Minnesota)
Minnesota
$189K – – –
PAM
725
PartnerRe Asset Management
Connecticut
$182K – – –
27 28
29
30 31

AFL Hedge Fund Activity: Q1 2016 in Review

849 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q1 2016, worth a combined $17.3B — up 2.6% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new AFL positions and 49 closed out — a net gain of 33 holders — while 284 added to existing stakes and 337 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $365M. The largest seller was Goldman Sachs, cutting an estimated $126M.

  • 849 institutional investors held Aflac (AFL) as of Q1 2016, up from 823 in Q4 2015.
  • Funds reported $17.3B of Aflac stock for Q1 2016, up 2.6% quarter-over-quarter.
  • 82 funds opened new Aflac positions in Q1 2016 and 49 closed out, a net change of +33 holders.
  • The largest Aflac buyer in Q1 2016 was Royal London Asset Management, an estimated $365M added.
  • The largest Aflac seller in Q1 2016 was Goldman Sachs, an estimated $126M sold.

Based on aggregated 13F filings for Q1 2016.