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904 hedge funds and large institutions have $20.1B invested in Aflac in 2016 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 288 increasing their positions, 353 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 46

56% more funds holding in top 10

Funds holding in top 10: 1828 (+10)

21% more call options, than puts

Call options by funds: $310M | Put options by funds: $257M

16% more capital invested

Capital invested by funds: $17.3B → $20.1B (+$2.76B)

6% more funds holding

Funds holding: 849904 (+55)

1.23% less ownership

Funds ownership: 135.7%134.47% (-1.2%)

18% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 353

Holders
904
Holders Change
+55
Holders Change %
+6.48%
% of All Funds
24.12%
Holding in Top 10
28
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+55.56%
% of All Funds
0.75%
New
109
Increased
288
Reduced
353
Closed
46
Calls
$310M
Puts
$257M
Net Calls
+$53.6M
Net Calls Change
-$72.9M
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$45.4M +$6.9M +201,964 +19%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$45.1M +$1.73M +50,638 +4%
Adage Capital Partners
78
Adage Capital Partners
Massachusetts
$44.7M +$12.5M +365,400 +42%
SF
79
Synovus Financial
Georgia
$42.9M -$371K -10,862 -0.9%
Grantham, Mayo, Van Otterloo & Co (GMO)
80
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$42.7M +$16.9M +493,598 +71%
AG
81
Aperio Group
California
$41.4M +$5.14M +150,426 +15%
APG Asset Management
82
APG Asset Management
Netherlands
$40.5M +$1.6M +46,800 +4%
Connor, Clark & Lunn Investment Management (CC&L)
83
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$40M +$24.1M +704,600 +174%
BCM
84
Bridgeway Capital Management
Texas
$39.1M +$4.06M +119,000 +12%
DAC
85
Dividend Assets Capital
South Carolina
$38.7M +$7.36M +215,590 +25%
GC
86
Guggenheim Capital
Illinois
$37.5M -$2.33M -68,196 -6%
SI
87
Scout Investments
Missouri
$36.1M -$10.7M -313,916 -24%
Federated Hermes
88
Federated Hermes
Pennsylvania
$36M +$13.7M +399,814 +67%
O
89
OppenheimerFunds
New York
$34.4M -$32M -936,794 -50%
TH
90
TCTC Holdings
Texas
$34.1M -$140K -4,100 -0.4%
GH
91
GAM Holding
Switzerland
$34.1M +$4.4M +128,940 +16%
AAMU
92
AEGON Asset Management (UK)
United Kingdom
$33.8M +$1.37M +40,222 +4%
WF
93
Welch & Forbes
Massachusetts
$32.5M -$3.72M -108,828 -11%
Lord, Abbett & Co
94
Lord, Abbett & Co
New Jersey
$32.1M +$21M +616,000 +224%
RFC
95
Regions Financial Corp
Alabama
$31.5M -$17.9M -524,244 -37%
TD Asset Management
96
TD Asset Management
Ontario, Canada
$31.2M +$4.03M +118,050 +16%
HPC
97
HM Payson & Co
Maine
$30.1M -$293K -8,570 -1%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$30M -$338K -9,898 -1%
UIM
99
USS Investment Management
United Kingdom
$28.9M -$68.3M -2,000,000 -71%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$28.7M -$4.2M -123,030 -13%

AFL Hedge Fund Activity: Q2 2016 in Review

904 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q2 2016, worth a combined $20.1B — up 16% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new AFL positions and 46 closed out — a net gain of 63 holders — while 288 added to existing stakes and 353 trimmed.

The largest buyer was Vanguard Group, adding an estimated $107M. The largest seller was Norges Bank, cutting an estimated $475M.

  • 904 institutional investors held Aflac (AFL) as of Q2 2016, up from 849 in Q1 2016.
  • Funds reported $20.1B of Aflac stock for Q2 2016, up 16% quarter-over-quarter.
  • 109 funds opened new Aflac positions in Q2 2016 and 46 closed out, a net change of +63 holders.
  • The largest Aflac buyer in Q2 2016 was Vanguard Group, an estimated $107M added.
  • The largest Aflac seller in Q2 2016 was Norges Bank, an estimated $475M sold.

Based on aggregated 13F filings for Q2 2016.