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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
AIM
776
Advantage Investment Management
Iowa
$15K +$13.8K +444 +1,057%
CFS
777
Commonwealth Financial Services
West Virginia
$13K
RWA
778
Ropes Wealth Advisors
Massachusetts
$13K
AWM
779
Avior Wealth Management
Nebraska
$13K +$9.28K +298 +248%
CB
780
Community Bank
New York
$12K
CP
781
Corbenic Partners
Pennsylvania
$12K
SHJ
782
Sharkey, Howes & Javer
Colorado
$12K
WAS
783
Winch Advisory Services
Wisconsin
$12K +$125 +4 +1%
UFA
784
US Financial Advisors
Massachusetts
$12K +$6.22K +200 +100%
VCM
785
Versant Capital Management
Arizona
$12K +$13.3K +426 New
ST
786
Spot Trading
Illinois
$11K -$24.9K -800 -69%
DBT
787
Dubuque Bank & Trust
Iowa
$11K
TFA
788
Transamerica Financial Advisors
Florida
$11K
ADL
789
Asset Dedication LLC
California
$11K +$11.1K +356 New
KM
790
Kalos Management
Georgia
$10K
PMFA
791
Plante Moran Financial Advisors
Michigan
$10K +$62 +2 +0.6%
MWM
792
MinichMacGregor Wealth Management
New York
$10K +$10.6K +342 New
GI
793
Gradient Investments
Minnesota
$9K -$6.22K -200 -39%
TFO
794
Tarbox Family Office
California
$9K
TWA
795
TCI Wealth Advisors
Arizona
$8K -$12.5K -400 -61%
LWM
796
LBA Wealth Management
Florida
$8K +$8.72K +280 New
CGT
797
Capital Guardian Trust
California
$7K -$840K -27,000 -99%
SFPIA
798
Stevens First Principles Investment Advisors
California
$7K
VIA
799
Vantage Investment Advisors
Pennsylvania
$7K
MFT
800
Moisand Fitzgerald Tamayo
Florida
$7K +$7.41K +238 New

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.