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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
DAM
851
Delta Asset Management
Tennessee
$25K
KKAMG
852
Kernodle & Katon Asset Management Group
Arkansas
$25K
CHP
853
Cable Hill Partners
Oregon
$24K
HR
854
Howe & Rusling
New York
$23K -$2.46K -70 -10%
AP
855
Atwood & Palmer
Missouri
$22K
KT
856
Kanaly Trust
Texas
$22K
BC
857
Bartlett & Co
Ohio
$21K
GWS
858
Glassman Wealth Services
Virginia
$21K +$20.7K +588 +4,900%
NSIM
859
North Star Investment Management
Illinois
$21K +$21.1K +600 New
GAM
860
Gemmer Asset Management
California
$20K
VCM
861
Versant Capital Management
Arizona
$18K -$1.83K -52 -9%
PRS
862
Pinkerton Retirement Specialists
Idaho
$17K -$531K -15,074 -97%
CFS
863
Commonwealth Financial Services
West Virginia
$16K
PCP
864
Proficio Capital Partners
Massachusetts
$16K
WAS
865
Winch Advisory Services
Wisconsin
$15K +$70 +2 +0.5%
YWP
866
YorkBridge Wealth Partners
New York
$15K +$14.9K +424 New
CP
867
Corbenic Partners
Pennsylvania
$14K
SHJ
868
Sharkey, Howes & Javer
Colorado
$14K
BWM
869
Baystate Wealth Management
Massachusetts
$14K +$13.7K +388 New
EF
870
Empirical Finance
Pennsylvania
$14K +$14.1K +400 New
SAM
871
Sunnymeath Asset Management
New Jersey
$14K +$14.1K +400 New
DBT
872
Dubuque Bank & Trust
Iowa
$13K
TDC
873
Thompson Davis & Co
Virginia
$12K
BCI
874
Brinker Capital Investments
Pennsylvania
$12K +$10.2K +290 +426%
AIL
875
AGF Investments LLC
Ontario, Canada
$12K +$11.4K +324 New

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.