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Aflac
AFL

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: 21 → 24 (+3)

2% more funds holding

Funds holding: 791 → 808 (+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

Top Buyers

1
SOMRS
State of Michigan Retirement System
Michigan
+$281M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$53.5M
3
Morgan Stanley
Morgan Stanley
New York
+$39.2M
4
Victory Capital Management
Victory Capital Management
Texas
+$35.3M
5
Deutsche Bank
Deutsche Bank
Germany
+$34.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$99.7M
2
State Street
State Street
Massachusetts
-$98.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$81.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$70.6M
5
Axa
Axa
France
-$62.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
51
Credit Suisse
Switzerland
$59M -$6.31M -199,266 -10%
PPA
52
Parametric Portfolio Associates
Washington
$57.6M +$312K +9,870 +0.5%
AllianceBernstein
53
AllianceBernstein
Tennessee
$56.8M -$6.39M -201,856 -10%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$53.6M +$626K +19,780 +1%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$53.5M -$1.51M -47,636 -3%
BIM
56
BlackRock Investment Management
Delaware
$52.6M +$4.81M +152,088 +10%
TAM
57
Tocqueville Asset Management
New York
$52.3M +$1.89M +59,800 +4%
CP
58
Coho Partners
Pennsylvania
$52.1M +$509K +16,086 +1%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$49.5M +$33.4K +1,056 +0.1%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$49.3M -$4.21M -132,914 -8%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$48.6M +$4.48M +141,702 +10%
TCM
62
Tetrem Capital Management
Manitoba, Canada
$47.1M -$323K -10,218 -0.7%
State of New Jersey Common Pension Fund D
63
State of New Jersey Common Pension Fund D
New Jersey
$46.6M – – –
Two Sigma Investments
64
Two Sigma Investments
New York
$46.5M +$31M +979,126 +189%
CCM
65
Check Capital Management
California
$44.7M -$512K -16,182 -1%
Swiss National Bank
66
Swiss National Bank
Switzerland
$44M +$1.38M +43,600 +3%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$40.5M -$7.5M -236,850 -15%
MTB
68
Mizuho Trust & Banking
Japan
$39.4M +$1.33M +42,154 +3%
RFC
69
Regions Financial Corp
Alabama
$39.4M +$985K +31,134 +3%
APG Asset Management
70
APG Asset Management
Netherlands
$38.9M +$13.8M +437,140 +54%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$38.4M +$23.8M +752,704 +156%
OC
72
Oppenheimer & Co
New York
$38.3M +$24.1M +760,582 +162%
GC
73
Guggenheim Capital
Illinois
$38.3M -$97.3K -3,074 -0.2%
SF
74
Synovus Financial
Georgia
$36.7M -$4.34M -137,192 -10%
CTB
75
Country Trust Bank
Illinois
$35M +$105K +3,332 +0.3%
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3
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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.