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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
EFSCE
726
Enterprise Financial Services Corp (EFSC)
Missouri
$89K +$21.7K +698 +31%
FFC
727
First Financial Corp
Indiana
$87K -$9.15K -294 -9%
First Manhattan
728
First Manhattan
New York
$87K +$15.6K +500 +21%
DIA
729
Davidson Investment Advisors
Montana
$86K
ATC
730
Adirondack Trust Company
New York
$84K -$29K -932 -24%
KTC
731
Kistler-Tiffany Companies
Pennsylvania
$84K -$12.3K -394 -16%
MFBTD
732
MB Financial Bank - Trust Department
Illinois
$82K -$21.9K -704 -20%
MFW
733
Mosaic Family Wealth
Missouri
$80K +$83.7K +2,690 New
FCCM
734
First City Capital Management
Georgia
$79.4K -$8.4K -270 -9%
SAMC
735
Shinko Asset Management Company
Japan
$73K
IP
736
Isthmus Partners
Wisconsin
$72K
MCM
737
Manchester Capital Management
Vermont
$69K
FNBSF
738
First National Bank Sioux Falls
South Dakota
$67K
ZB
739
Zions Bancorporation
Utah
$65K -$55.5K -1,784 -45%
OC
740
Oakworth Capital
Alabama
$62K
WEC
741
Winslow Evans & Crocker
Massachusetts
$60.6K +$2.86K +92 +5%
AA
742
Apriem Advisors
California
$60K
BCM
743
Blume Capital Management
California
$60K
TCCM
744
Timber Creek Capital Management
Massachusetts
$59K
TCM
745
Tradewinds Capital Management
Washington
$54K
IWMPD
746
Integrated Wealth Management (Palm Desert)
California
$50K -$3.49K -112 -6%
HR
747
Howe & Rusling
New York
$49K -$172K -5,530 -77%
AF
748
Allworth Financial
California
$47K +$18.8K +604 +62%
AWM
749
AllSquare Wealth Management
New York
$45K -$12K -384 -20%
RBC
750
Roble Belko & Company
Pennsylvania
$44K

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.