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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
FMWA
726
Forvis Mazars Wealth Advisors
Missouri
$255K -$1.62K -46 -0.6%
AIU
727
Algebris Investments (UK)
United Kingdom
$255K +$258K +7,324 New
Mariner
728
Mariner
Kansas
$253K -$111K -3,164 -30%
BAS
729
Brown Advisory Securities
Maryland
$252K +$22.8K +648 +10%
CDH
730
Charles D. Hyman
$251K +$7.75K +220 +3%
IAA
731
Independent Advisor Alliance
North Carolina
$249K +$250K +7,100 New
DMC
732
Drexel Morgan & Co
Pennsylvania
$247K
RWM
733
RKL Wealth Management
Pennsylvania
$247K +$718K +20,400 New
OIA
734
Optimum Investment Advisors
Illinois
$246K -$34.7K -986 -12%
LPL Financial
735
LPL Financial
California
$245K -$1.2M -33,948 -83%
CCM
736
Covington Capital Management
California
$245K
DWA
737
Douglass Winthrop Advisors
New York
$244K -$4.58K -130 -2%
PP
738
Patten & Patten
Tennessee
$244K
BAM
739
Brave Asset Management
New Jersey
$242K
HK
740
Horizon Kinetics
New York
$240K
PIM
741
Provident Investment Management
Michigan
$240K
IIM
742
Ipswich Investment Management
Massachusetts
$238K
BCM
743
Brookstone Capital Management
Illinois
$238K +$6.34K +180 +3%
GIA
744
GHP Investment Advisors
Colorado
$236K
LWCFA
745
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$236K +$11.3K +320 +5%
FNBOO
746
First National Bank of Omaha
Nebraska
$235K -$97.4K -2,766 -29%
LW
747
Linscomb Wealth
Texas
$234K -$20.5K -582 -8%
PAMG
748
Patton Albertson Miller Group
Tennessee
$233K -$49.3K -1,400 -17%
CRC
749
Curi RMB Capital
Illinois
$232K -$19.5K -554 -8%
AWP
750
Ascent Wealth Partners
New York
$231K

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.