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Aflac
AFL

808 hedge funds and large institutions have $17.6B invested in Aflac in 2015 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 273 increasing their positions, 319 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $273M | Put options by funds: $113M

68% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 40

14% more funds holding in top 10

Funds holding in top 10: 21 → 24 (+3)

2% more funds holding

Funds holding: 791 → 808 (+17)

0.2% more ownership

Funds ownership: 130.47% → 130.68% (+0.2%)

4% less capital invested

Capital invested by funds: $18.3B → $17.6B (-$702M)

14% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 319

Holders
808
Holders Change
+17
Holders Change %
+2.15%
% of All Funds
21.77%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.65%
New
67
Increased
273
Reduced
319
Closed
40
Calls
$273M
Puts
$113M
Net Calls
+$160M
Net Calls Change
+$23.9M

Top Buyers

1
SOMRS
State of Michigan Retirement System
Michigan
+$281M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$53.5M
3
Morgan Stanley
Morgan Stanley
New York
+$39.2M
4
Victory Capital Management
Victory Capital Management
Texas
+$35.3M
5
Deutsche Bank
Deutsche Bank
Germany
+$34.6M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$99.7M
2
State Street
State Street
Massachusetts
-$98.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$81.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$70.6M
5
Axa
Axa
France
-$62.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
826
B. Riley Wealth Advisors
Florida
– -$402K -12,542 Closed
GLRA
827
Gerald L. Ray & Associates
Texas
– -$367K -11,462 Closed
OCG
828
Opus Capital Group
Ohio
– -$366K -11,440 Closed
CA
829
Cornerstone Advisors
North Carolina
– -$352K -11,000 Closed
BONST
830
Bank of Nova Scotia Trust
Ontario, Canada
– -$346K -10,800 Closed
QIM
831
Quantitative Investment Management
Virginia
– -$332K -10,400 Closed
VAM
832
Visium Asset Management
New York
– -$290K -9,050 Closed
EMG
833
Ellington Management Group
Connecticut
– -$282K -8,800 Closed
SGCA
834
Steel Grove Capital Advisors
Tennessee
– -$273K -8,532 Closed
QSS
835
Quantitative Systematic Strategies
Florida
– -$235K -7,356 Closed
IB
836
Intrust Bank
Kansas
– -$221K -6,908 Closed
BA
837
BKS Advisors
Michigan
– -$207K -6,460 Closed
MA
838
Marshwinds Advisory
Georgia
– -$205K -6,400 Closed
TWM
839
Torch Wealth Management
Ohio
– -$205K -6,400 Closed
HC
840
Hendley & Co
Ohio
– -$202K -6,300 Closed
VanEck Associates
841
VanEck Associates
New York
– -$79K -2,472 Closed
CYG
842
Clean Yield Group
Vermont
– -$66K -2,070 Closed
ZB
843
Zions Bancorporation
Utah
– -$63K -1,984 Closed
WCM
844
Wealthcare Capital Management
Virginia
– -$43K -1,330 Closed
IC
845
Intersect Capital
California
– -$35K -1,122 Closed
SC
846
Saiers Capital
New York
– -$13K -400 Closed
NYLT
847
New York Life Trust
New York
– -$10K -316 Closed
GI
848
Gradient Investments
Minnesota
– -$9K -286 Closed
CFSG
849
Community Financial Services Group
Vermont
– -$1K -34 Closed
30 31 32 33
34

AFL Hedge Fund Activity: Q2 2015 in Review

808 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q2 2015, worth a combined $17.6B — down 3.8% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new AFL positions and 40 closed out — a net gain of 27 holders — while 273 added to existing stakes and 319 trimmed.

The largest buyer was State of Michigan Retirement System, adding an estimated $281M. The largest seller was Goldman Sachs, cutting an estimated $99.7M.

  • 808 institutional investors held Aflac (AFL) as of Q2 2015, up from 791 in Q1 2015.
  • Funds reported $17.6B of Aflac stock for Q2 2015, down 3.8% quarter-over-quarter.
  • 67 funds opened new Aflac positions in Q2 2015 and 40 closed out, a net change of +27 holders.
  • The largest Aflac buyer in Q2 2015 was State of Michigan Retirement System, an estimated $281M added.
  • The largest Aflac seller in Q2 2015 was Goldman Sachs, an estimated $99.7M sold.

Based on aggregated 13F filings for Q2 2015.