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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
CB
826
Community Bank
New York
$70K
IUHSA
827
Itau Unibanco Holding S.A.
Brazil
$64K +$64.8K +1,840 New
TCM
828
Tradewinds Capital Management
Washington
$63K
TCCM
829
Timber Creek Capital Management
Massachusetts
$62K
AOWM
830
Alpha Omega Wealth Management
Virginia
$57K +$57.8K +1,642 New
PG
831
Patten Group
Tennessee
$54K
HWP
832
Hefty Wealth Partners
Indiana
$49K
KF
833
Krilogy Financial
Missouri
$49K +$28.2K +800 +133%
OSNBOA
834
Old Second National Bank of Aurora
Illinois
$48K
CCM
835
Cribstone Capital Management
Maine
$47K
WB
836
Webster Bank
Connecticut
$46K +$46.9K +1,332 New
ADL
837
Asset Dedication LLC
California
$43K
CFG
838
CKW Financial Group
Hawaii
$42K
WEC
839
Winslow Evans & Crocker
Massachusetts
$40.5K +$423 +12 +1%
TWA
840
TCI Wealth Advisors
Arizona
$40K
PFBT
841
Parkside Financial Bank & Trust
Missouri
$37K +$2.11K +60 +6%
WPA
842
West Paces Advisors
Georgia
$36.5K +$36.9K +1,048 New
BKA
843
Brick & Kyle Associates
Pennsylvania
$35K
LA
844
Legacy Advisors
Pennsylvania
$35K +$35.8K +1,016 New
FFC
845
First Financial Corp
Indiana
$33K
LF
846
Lee Financial
Texas
$32K +$35.2K +1,000 New
IPC
847
Independent Portfolio Consultants
Florida
$30K -$16.3K -464 -35%
CJA
848
C-J Advisory
California
$28K
MUS
849
Mitsubishi UFJ Securities
Japan
$26K -$80.3K -2,280 -75%
PMFA
850
Plante Moran Financial Advisors
Michigan
$26K +$10.1K +288 +63%

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.