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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
NYLT
801
New York Life Trust
New York
$113K +$5.63K +160 +5%
GLI
802
Guardian Life Insurance
New York
$109K +$986 +28 +0.9%
VFA
803
Virtus Fund Advisers
Connecticut
$105K
IR
804
Invictus RG
Bermuda
$104K +$59.4K +1,688 +130%
SWA
805
Sutton Wealth Advisors
Florida
$104K
SBL
806
Sargent Bickham Lagudis
Colorado
$101K +$493 +14 +0.5%
NEI
807
Northwest & Ethical Investments
Ontario, Canada
$95.1K +$96.3K +2,734 New
PIM
808
Parasol Investment Management
Illinois
$94K +$78.9K +2,242 +490%
SIAP
809
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$94K +$95.1K +2,700 New
MFW
810
Mosaic Family Wealth
Missouri
$93K -$30.5K -866 -25%
Carson Wealth (CWM LLC)
811
Carson Wealth (CWM LLC)
Nebraska
$90K +$73K +2,074 +394%
AA
812
Ancora Advisors
Ohio
$89K +$89.9K +2,554 New
ATC
813
Adirondack Trust Company
New York
$85K -$2.82K -80 -3%
First Manhattan
814
First Manhattan
New York
$84K -$70 -2 -0.1%
ZB
815
Zions Bancorporation
Utah
$83K
MCM
816
Manchester Capital Management
Vermont
$80K
ACM
817
Americafirst Capital Management
California
$78.9K -$9.72K -276 -11%
AWMS
818
Advocacy Wealth Management Services
Georgia
$77K
IP
819
Isthmus Partners
Wisconsin
$77K
FMTCOCP
820
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$76.6K +$77.5K +2,200 New
TSW
821
Thompson Siegel & Walmsley
Virginia
$74K
AF
822
Allworth Financial
California
$74K +$70 +2 +0.1%
CAW
823
Cornerstone Advisors (Washington)
Washington
$74K +$352 +10 +0.5%
AA
824
Apriem Advisors
California
$73K +$2.82K +80 +4%
BCM
825
Blume Capital Management
California
$70K

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.