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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
AIA
801
Allegis Investment Advisors
Idaho
$7K +$7.47K +240 New
WP
802
WealthPLAN Partners
Nebraska
$6.54K +$20.4K +654 New
TRCT
803
Tower Research Capital (TRC)
New York
$6K -$71.7K -2,304 -92%
IC
804
IKOS CIF
Cyprus
$6K -$18.7K -600 -75%
TSU
805
TD Securities (USA)
New York
$6K -$9.34K -300 -61%
AC
806
Alexandria Capital
Virginia
$6K
KA
807
Klingman & Associates
New York
$6K
JGIA
808
Jackson Grant Investment Advisers
Connecticut
$6K +$6.22K +200 New
FNBOO
809
First National Bank of Omaha
Nebraska
$5.46K -$69.8K -2,244 -1%
DIA
810
Dana Investment Advisors
Wisconsin
$5.31K +$331K +10,620 New
FIB
811
First Interstate Bank
Montana
$5K
HFM
812
Hartford Financial Management
Connecticut
$5K
PCP
813
Proficio Capital Partners
Massachusetts
$5K +$5.23K +168 New
N
814
Nuveen
North Carolina
$4.47K -$2.99M -96,154 -39%
Carson Wealth (CWM LLC)
815
Carson Wealth (CWM LLC)
Nebraska
$4K
EWM
816
Endurance Wealth Management
Rhode Island
$4K
PSC
817
Prentiss Smith & Co
Vermont
$4K
DPA
818
Delphi Private Advisors
California
$4K +$4.3K +138 New
DSN
819
D. Scott Neal
Kentucky
$3K +$2.74K +88 New
PSI
820
Pinnacle Summer Investments
Virginia
$2K -$614K -19,730 -100%
SIM
821
Sonora Investment Management
Arizona
$2K -$4.86K -156 -69%
FAM
822
Formidable Asset Management
Ohio
$2K
WA
823
WealthTrust-Arizona
Arizona
$1K
WA
824
WBH Advisory
Maryland
$514 -$52.5K -1,686 -9%
OAC
825
OMERS Administration Corp
Ontario, Canada
-$44.5M -1,531,800 Closed

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.