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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
SIM
876
Sonora Investment Management
Arizona
$11K
GI
877
Gradient Investments
Minnesota
$11K -$39.3K -1,116 -78%
LWM
878
LBA Wealth Management
Florida
$10K
TFO
879
Tarbox Family Office
California
$10K
GRP
880
Global Retirement Partners
California
$9K +$9.51K +270 New
CGT
881
Capital Guardian Trust
California
$8K
MWM
882
MinichMacGregor Wealth Management
New York
$8K
SFPIA
883
Stevens First Principles Investment Advisors
California
$8K
VIA
884
Vantage Investment Advisors
Pennsylvania
$8K
PCFFS
885
Pacific Center for Financial Services
California
$8K +$7.75K +220 New
AC
886
Alexandria Capital
Virginia
$7K
JAM
887
Jolley Asset Management
North Carolina
$7K
OFW
888
Omnia Family Wealth
Florida
$7K +$7.04K +200 New
FIB
889
First Interstate Bank
Montana
$6K
HFM
890
Hartford Financial Management
Connecticut
$6K
NC
891
NewSquare Capital
Pennsylvania
$6K +$3.17K +90 +107%
IWA
892
IBEX Wealth Advisors
New Jersey
$6K +$5.63K +160 New
BCMIO
893
Beacon Capital Management Inc (Ohio)
Ohio
$5K -$21.1K -600 -80%
EWM
894
Endurance Wealth Management
Rhode Island
$5K
AWM
895
Avior Wealth Management
Nebraska
$4K
PSC
896
Prentiss Smith & Co
Vermont
$4K
HIM
897
Hillsdale Investment Management
Ontario, Canada
$4K +$704 +20 +20%
CFD
898
Creative Financial Designs
Indiana
$4K +$3.59K +102 New
IP
899
Intellectus Partners
California
$4K +$4.01K +114 New
FAM
900
Fred Alger Management
New York
$4K +$4.3K +122 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.