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905 hedge funds and large institutions have $19.8B invested in Aflac in 2016 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 297 increasing their positions, 387 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $246M | Put options by funds: $161M

24% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 42

1.03% more ownership

Funds ownership: 134.47%135.5% (+1%)

0% more funds holding

Funds holding: 904905 (+1)

2% less capital invested

Capital invested by funds: $20.1B → $19.8B (-$306M)

21% less funds holding in top 10

Funds holding in top 10: 2822 (-6)

23% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 387

Holders
905
Holders Change
+1
Holders Change %
+0.11%
% of All Funds
24.15%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.59%
New
52
Increased
297
Reduced
387
Closed
42
Calls
$246M
Puts
$161M
Net Calls
+$84.8M
Net Calls Change
+$31.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BCMIO
851
Beacon Capital Management Inc (Ohio)
Ohio
$27K -$13.8K -380 -34%
DAM
852
Delta Asset Management
Tennessee
$26K -$2.91K -80 -10%
KKAMG
853
Kernodle & Katon Asset Management Group
Arkansas
$26K
HR
854
Howe & Rusling
New York
$26K +$6.48K +178 +32%
CHP
855
Cable Hill Partners
Oregon
$24K -$4.44K -122 -15%
KF
856
Krilogy Financial
Missouri
$22K -$7.28K -200 -25%
AP
857
Atwood & Palmer
Missouri
$22K
BC
858
Bartlett & Co
Ohio
$22K
KT
859
Kanaly Trust
Texas
$22K
GAM
860
Gemmer Asset Management
California
$21K
VCM
861
Versant Capital Management
Arizona
$20K +$2.33K +64 +12%
Carson Wealth (CWM LLC)
862
Carson Wealth (CWM LLC)
Nebraska
$19K
PMFA
863
Plante Moran Financial Advisors
Michigan
$16K -$11.9K -328 -42%
CFS
864
Commonwealth Financial Services
West Virginia
$16K
PCP
865
Proficio Capital Partners
Massachusetts
$16K
PIM
866
Parasol Investment Management
Illinois
$16K +$3.93K +108 +31%
WAS
867
Winch Advisory Services
Wisconsin
$15K +$146 +4 +1%
WP
868
WealthPLAN Partners
Nebraska
$14.6K -$14.8K -406 -50%
DBT
869
Dubuque Bank & Trust
Iowa
$14K -$17.5K -480 -56%
ACS
870
Archford Capital Strategies
Illinois
$14K
CP
871
Corbenic Partners
Pennsylvania
$14K
SHJ
872
Sharkey, Howes & Javer
Colorado
$14K
VOYA Investment Management
873
VOYA Investment Management
Georgia
$12.5K +$1.85M +50,800 +17%
TDC
874
Thompson Davis & Co
Virginia
$12K
SIM
875
Sonora Investment Management
Arizona
$11.4K +$73 +2 +0.6%

AFL Hedge Fund Activity: Q3 2016 in Review

905 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q3 2016, worth a combined $19.8B — down 1.5% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new AFL positions and 42 closed out — a net gain of 10 holders — while 297 added to existing stakes and 387 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $94M. The largest seller was Norges Bank, cutting an estimated $117M.

  • 905 institutional investors held Aflac (AFL) as of Q3 2016, up from 904 in Q2 2016.
  • Funds reported $19.8B of Aflac stock for Q3 2016, down 1.5% quarter-over-quarter.
  • 52 funds opened new Aflac positions in Q3 2016 and 42 closed out, a net change of +10 holders.
  • The largest Aflac buyer in Q3 2016 was Goldman Sachs, an estimated $94M added.
  • The largest Aflac seller in Q3 2016 was Norges Bank, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2016.