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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
AIM
901
Advantage Investment Management
Iowa
$3K
DPA
902
Delphi Private Advisors
California
$3K
TIM
903
Tortoise Investment Management
New York
$3K +$2.68K +76 New
RFA
904
Reilly Financial Advisors
California
$3K +$3.52K +100 New
LS
905
Livforsakringsbolaget Skandia
Sweden
$2.13K -$349K -9,900 -14%
HI
906
Hudock Inc
Pennsylvania
$2K
PCA
907
Peddock Capital Advisors
Massachusetts
$1K
WA
908
WealthTrust-Arizona
Arizona
$1K
NR
909
Newfound Research
Massachusetts
$1K +$282 +8 +40%
SLF
910
Sun Life Financial
Ontario, Canada
$218 +$1.06K +30 New
MTB
911
Mizuho Trust & Banking
Japan
-$48M -1,335,154 Closed
Skandinaviska Enskilda Banken (SEB)
912
Skandinaviska Enskilda Banken (SEB)
Sweden
-$36.9M -1,027,098 Closed
Connor, Clark & Lunn Investment Management (CC&L)
913
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$34.2M -952,900 Closed
OAM
914
Origin Asset Management
United Kingdom
-$28M -779,200 Closed
AAMU
915
AEGON Asset Management (UK)
United Kingdom
-$26.2M -728,808 Closed
CCMG
916
Clark Capital Management Group
Pennsylvania
-$25.6M -712,284 Closed
Lord, Abbett & Co
917
Lord, Abbett & Co
New Jersey
-$21.3M -593,258 Closed
AIM
918
Artemis Investment Management
United Kingdom
-$16.3M -453,800 Closed
SH
919
Svenska Handelsbanken
Sweden
-$7.58M -210,800 Closed
Millennium Management
920
Millennium Management
New York
-$6.37M -177,168 Closed
DILH
921
Dai-ichi Life Holdings
Japan
-$6.29M -175,156 Closed
IP
922
Interval Partners
New York
-$6.19M -172,140 Closed
Voloridge Investment Management
923
Voloridge Investment Management
Florida
-$6.02M -167,508 Closed
NC
924
Northpointe Capital
Michigan
-$4.28M -118,996 Closed
DC
925
Deere & Company
Illinois
-$4.26M -118,574 Closed

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.