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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
CP
51
Coho Partners
Pennsylvania
$60.6M +$1.17M +37,664 +2%
O
52
OppenheimerFunds
New York
$56.6M +$32.8M +1,054,812 +127%
Victory Capital Management
53
Victory Capital Management
Texas
$52.4M +$8.25M +265,056 +18%
TA
54
Teachers Advisors
New York
$52.2M -$27.4M -878,784 -34%
CIC
55
Crawford Investment Counsel
Georgia
$51.8M -$3.82M -122,790 -7%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$51.1M -$1.33M -42,736 -2%
Deutsche Bank
57
Deutsche Bank
Germany
$50.8M +$15.3M +490,100 +41%
T. Rowe Price Associates
58
T. Rowe Price Associates
Maryland
$50.8M -$567K -18,200 -1%
QI
59
QV Investors
Alberta, Canada
$50M -$9.82M -315,354 -16%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$49.7M +$818K +26,284 +2%
BIM
61
BlackRock Investment Management
Delaware
$49.6M +$145K +4,662 +0.3%
SI
62
Scout Investments
Missouri
$48.8M -$36M -1,155,776 -41%
AllianceBernstein
63
AllianceBernstein
Tennessee
$48.8M -$4.6M -147,870 -8%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$47.6M -$23.2K -744 -0%
TAM
65
Tocqueville Asset Management
New York
$46.8M -$1.12M -36,018 -2%
Swiss National Bank
66
Swiss National Bank
Switzerland
$46.8M +$411K +13,200 +0.9%
CCM
67
Check Capital Management
California
$44.4M +$131K +4,222 +0.3%
TCM
68
Tetrem Capital Management
Manitoba, Canada
$42.9M -$947K -30,438 -2%
OC
69
Oppenheimer & Co
New York
$41.4M +$257K +8,258 +0.6%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$41.1M -$2.38M -76,618 -5%
RFC
71
Regions Financial Corp
Alabama
$40.9M +$1.56M +50,032 +4%
State of New Jersey Common Pension Fund D
72
State of New Jersey Common Pension Fund D
New Jersey
$40.7M
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$40.6M +$19.4M +623,978 +85%
MTB
74
Mizuho Trust & Banking
Japan
$40.2M +$770K +24,726 +2%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$38.8M -$262K -8,424 -0.6%

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.