We are live on ! Find out more

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
DIA
751
Denver Investment Advisors
Colorado
$229K
HH
752
Hilltop Holdings
Texas
$229K +$563 +16 +0.2%
ECM
753
ETrade Capital Management
Virginia
$228K -$39.6K -1,126 -15%
PWW
754
Pettyjohn Wood & White
Virginia
$224K
HB
755
Homrich & Berg
Georgia
$223K -$144K -4,080 -39%
MA
756
Marshwinds Advisory
Georgia
$223K
NAMA
757
Nikko Asset Management Americas
New York
$223K +$225K +6,400 New
SSWM
758
Smith Salley Wealth Management
North Carolina
$222K -$1.41K -40 -0.6%
LNB
759
Ledyard National Bank
$219K -$3.52K -100 -2%
KTC
760
Kistler-Tiffany Companies
Pennsylvania
$217K -$7.89K -224 -3%
GC
761
Grimes & Company
Massachusetts
$216K -$14.8K -420 -6%
NBG
762
Nancy B. Gardiner
$214K
FFA
763
First Foundation Advisors
California
$214K +$217K +6,152 New
GW
764
GW & Wade
Massachusetts
$214K +$217K +6,156 New
LIA
765
LBMC Investment Advisors
Tennessee
$212K +$845 +24 +0.4%
BA
766
BKS Advisors
Michigan
$211K
WP
767
WealthSource Partners
California
$210K -$24.4K -692 -10%
PCMM
768
Private Capital Management (Minnesota)
Minnesota
$209K
SLG
769
Stanley-Laman Group
Pennsylvania
$209K
CL
770
CIM LLC
New York
$209K +$704 +20 +0.3%
HC
771
Hendley & Co
Ohio
$207K -$12.3K -350 -6%
JIC
772
Johnson Investment Counsel
Ohio
$205K +$1.2K +34 +0.6%
SMC
773
Smith, Moore & Co
Missouri
$204K +$70 +2 +0%
AW
774
Alpha Windward
Massachusetts
$201K +$4.22K +120 +2%
PFPT
775
Pinnacle Financial Partners (Tennessee)
Tennessee
$200K -$65.4K -1,858 -24%

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.