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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
BL
751
Balentine LLC
Georgia
$43K -$13.3K -428 -23%
RAM
752
Riggs Asset Management
Pennsylvania
$43K
OSNBOA
753
Old Second National Bank of Aurora
Illinois
$42K
IPC
754
Independent Portfolio Consultants
Florida
$40K +$24.9K +800 +148%
CFG
755
CKW Financial Group
Hawaii
$36K
MWP
756
MYCIO Wealth Partners
Pennsylvania
$33K
BKA
757
Brick & Kyle Associates
Pennsylvania
$30K
ACS
758
Archford Capital Strategies
Illinois
$30K +$31.1K +1,000 New
CAW
759
Cornerstone Advisors (Washington)
Washington
$28K
PFBT
760
Parkside Financial Bank & Trust
Missouri
$28K +$1.25K +40 +4%
CG
761
Cutler Group
California
$28K +$29.7K +954 New
Manulife (Manufacturers Life Insurance)
762
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26.7K -$164K -5,268 -0.6%
CHP
763
Cable Hill Partners
Oregon
$26K +$3.36K +108 +14%
DAM
764
Delta Asset Management
Tennessee
$25K
HDIM
765
Hanson & Doremus Investment Management
Vermont
$21K
KKAMG
766
Kernodle & Katon Asset Management Group
Arkansas
$21K +$22.2K +712 New
AP
767
Atwood & Palmer
Missouri
$19K
KT
768
Kanaly Trust
Texas
$18K -$1.12K -36 -6%
BC
769
Bartlett & Co
Ohio
$18K
GWS
770
Glassman Wealth Services
Virginia
$18K
KF
771
Krilogy Financial
Missouri
$18K
BG
772
Bollard Group
Massachusetts
$18K +$125 +4 +0.7%
GAM
773
Gemmer Asset Management
California
$18K +$2.74K +88 +17%
Loomis, Sayles & Company
774
Loomis, Sayles & Company
Massachusetts
$16K
FWM
775
Focused Wealth Management
New York
$15K

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.