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Aflac
AFL

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: 905 → 912 (+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: 22 → 17 (-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

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$159M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$128M
3
State Street
State Street
Massachusetts
+$101M
4
JHIU
Janus Henderson Investors US
Colorado
+$48.4M
5
Asset Management One
Asset Management One
Japan
+$47.7M

Top Sellers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$82.7M
2
Principal Financial Group
Principal Financial Group
Iowa
-$76.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$63.1M
4
Ameriprise
Ameriprise
Minnesota
-$53.2M
5
RFS
Rockefeller Financial Services
New York
-$48.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
QC
926
Quadrature Capital
United Kingdom
– -$2.7M -75,012 Closed
Cambridge Investment Research Advisors
927
Cambridge Investment Research Advisors
Iowa
– -$2.62M -72,968 Closed
QT
928
Quantbot Technologies
New York
– -$2.52M -70,258 Closed
SAM
929
Symphony Asset Management
California
– -$2.31M -64,356 Closed
GCP
930
GSA Capital Partners
United Kingdom
– -$2.28M -63,360 Closed
GCM
931
Grisanti Capital Management
New York
– -$2.05M -57,020 Closed
OI
932
Oakbrook Investments
Illinois
– -$1.79M -49,900 Closed
MF
933
Magnetar Financial
Illinois
– -$1.77M -49,318 Closed
Jacobs Levy Equity Management
934
Jacobs Levy Equity Management
New Jersey
– -$1.3M -36,200 Closed
ACM
935
Alpha Capital Management
Texas
– -$1.26M -35,202 Closed
DCM
936
Dynamic Capital Management
Jersey
– -$1.17M -32,578 Closed
HMS
937
Hanseatic Management Services
New Mexico
– -$1.17M -32,520 Closed
Simplex Trading
938
Simplex Trading
Illinois
– -$1.02M -29,010 Closed
TCM
939
Twin Capital Management
Pennsylvania
– -$934K -26,000 Closed
NIT
940
NumerixS Investment Technologies
British Columbia, Canada
– -$884K -24,600 Closed
QSS
941
Quantitative Systematic Strategies
Florida
– -$804K -22,456 Closed
GCA
942
Gideon Capital Advisors
New York
– -$741K -20,620 Closed
BPC
943
Banque Pictet & Cie
Switzerland
– -$641K -17,848 Closed
PNAA
944
Pictet North America Advisors
Switzerland
– -$641K -17,848 Closed
ARTA
945
A.R.T. Advisors
New York
– -$639K -17,800 Closed
MFS
946
Monetta Financial Services
Illinois
– -$611K -17,000 Closed
Verition Fund Management
947
Verition Fund Management
Connecticut
– -$583K -16,550 Closed
USGIU
948
U.S. Global Investors (USGI)
Texas
– -$480K -13,366 Closed
ACM
949
Aviance Capital Management
Florida
– -$434K -12,078 Closed
MC
950
Menta Capital
California
– -$402K -11,200 Closed
36 37
38
39 40

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.