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Aflac
AFL

849 hedge funds and large institutions have $17.3B invested in Aflac in 2016 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 284 increasing their positions, 337 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $203M | Put options by funds: $76.8M

67% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 49

3.25% more ownership

Funds ownership: 132.44% → 135.7% (+3.3%)

3% more funds holding

Funds holding: 823 → 849 (+26)

3% more capital invested

Capital invested by funds: $16.9B → $17.3B (+$437M)

10% less funds holding in top 10

Funds holding in top 10: 20 → 18 (-2)

16% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 337

Holders
849
Holders Change
+26
Holders Change %
+3.16%
% of All Funds
22.62%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.48%
New
82
Increased
284
Reduced
337
Closed
49
Calls
$203M
Puts
$76.8M
Net Calls
+$126M
Net Calls Change
+$57.4M

Top Buyers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$365M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$71.9M
3
Ameriprise
Ameriprise
Minnesota
+$68.6M
4
Principal Financial Group
Principal Financial Group
Iowa
+$64.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$48.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$126M
2
SOMRS
State of Michigan Retirement System
Michigan
-$112M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$63.7M
4
American Century Companies
American Century Companies
Missouri
-$55M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$41.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
851
C.M. Bidwell & Associates
Hawaii
– -$7.09M -236,740 Closed
SCM
852
Stevens Capital Management
Pennsylvania
– -$4.92M -164,270 Closed
Handelsbanken Fonder
853
Handelsbanken Fonder
Sweden
– -$4.59M -153,312 Closed
EA
854
Euclid Advisors
Connecticut
– -$4.08M -136,164 Closed
IIM
855
Intact Investment Management
Quebec, Canada
– -$3.61M -120,600 Closed
SS
856
Simplicity Solutions
Minnesota
– -$2.54M -84,788 Closed
AC
857
Addenda Capital
Quebec, Canada
– -$2.38M -79,538 Closed
Parallax Volatility Advisers
858
Parallax Volatility Advisers
California
– -$2.25M -75,822 Closed
SOADOR
859
State of Alaska Department of Revenue
Alaska
– -$1.55M -51,910 Closed
Walleye Trading
860
Walleye Trading
New York
– -$970K -32,640 Closed
SWP
861
Stratos Wealth Partners
Ohio
– -$938K -31,306 Closed
PRCM
862
Pine River Capital Management
Minnesota
– -$922K -30,776 Closed
GAM
863
Gotham Asset Management
New York
– -$866K -28,916 Closed
CCS
864
Crosspoint Capital Strategies
California
– -$847K -27,772 Closed
Capstone Investment Advisors
865
Capstone Investment Advisors
New York
– -$705K -23,560 Closed
SLAM
866
Swiss Life Asset Management
– -$592K -19,754 Closed
OLA
867
Oliver Luxxe Assets
New Jersey
– -$558K -19,732 Closed
PP
868
Paloma Partners
Connecticut
– -$554K -18,634 Closed
AWM
869
Arbor Wealth Management
Florida
– -$528K -18,414 Closed
TAM
870
Taylor Asset Management
Ontario, Canada
– -$527K -17,600 Closed
ACPU
871
Arrowgrass Capital Partners (US)
Delaware
– -$482K -16,220 Closed
ATC
872
Argent Trust Co
Tennessee
– -$416K -13,864 Closed
BOH
873
Bank of Hawaii
Hawaii
– -$394K -13,150 Closed
NAP
874
New Amsterdam Partners
New York
– -$392K -13,076 Closed
AIA
875
Affinity Investment Advisors
California
– -$385K -12,840 Closed
32 33 34
35
36

AFL Hedge Fund Activity: Q1 2016 in Review

849 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q1 2016, worth a combined $17.3B — up 2.6% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new AFL positions and 49 closed out — a net gain of 33 holders — while 284 added to existing stakes and 337 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $365M. The largest seller was Goldman Sachs, cutting an estimated $126M.

  • 849 institutional investors held Aflac (AFL) as of Q1 2016, up from 823 in Q4 2015.
  • Funds reported $17.3B of Aflac stock for Q1 2016, up 2.6% quarter-over-quarter.
  • 82 funds opened new Aflac positions in Q1 2016 and 49 closed out, a net change of +33 holders.
  • The largest Aflac buyer in Q1 2016 was Royal London Asset Management, an estimated $365M added.
  • The largest Aflac seller in Q1 2016 was Goldman Sachs, an estimated $126M sold.

Based on aggregated 13F filings for Q1 2016.