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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
Renaissance Technologies
76
Renaissance Technologies
New York
$40.8M +$41.3M +1,173,400 New
Grantham, Mayo, Van Otterloo & Co (GMO)
77
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$40.8M -$10.8M -306,944 -21%
Adage Capital Partners
78
Adage Capital Partners
Massachusetts
$40.8M -$1.14M -32,400 -3%
Principal Financial Group
79
Principal Financial Group
Iowa
$40.7M -$76.3M -2,167,520 -65%
Deutsche Bank
80
Deutsche Bank
Germany
$39.6M -$11.5M -328,012 -22%
SF
81
Synovus Financial
Georgia
$39.1M -$789K -22,418 -2%
JIM
82
Jupiter Investment Management
United Kingdom
$38.9M +$39.4M +1,118,610 New
BCM
83
Bridgeway Capital Management
Texas
$37.1M -$648K -18,400 -2%
TD Asset Management
84
TD Asset Management
Ontario, Canada
$34.4M +$937K +26,610 +3%
Fidelity International
85
Fidelity International
Bermuda
$34M -$1.27M -36,182 -4%
Los Angeles Capital Management
86
Los Angeles Capital Management
California
$32.5M +$21M +595,120 +176%
TH
87
TCTC Holdings
Texas
$32.5M -$303K -8,600 -0.9%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$32.4M +$32.7M +928,120 New
Wellington Management Group
89
Wellington Management Group
Massachusetts
$32.4M +$25.6M +726,184 +355%
WF
90
Welch & Forbes
Massachusetts
$30.6M +$31M +880,390 New
SI
91
Scout Investments
Missouri
$29.6M -$2.34M -66,406 -7%
NIPH
92
NN Investment Partners Holdings
Netherlands
$29.6M +$1.86M +52,734 +7%
GH
93
GAM Holding
Switzerland
$29M -$2.28M -64,856 -7%
ZIM
94
Zacks Investment Management
Illinois
$28.8M +$941K +26,724 +3%
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$28.1M +$209K +5,932 +0.7%
HSBC Holdings
96
HSBC Holdings
United Kingdom
$28.1M +$1.95M +55,440 +7%
HPC
97
HM Payson & Co
Maine
$27.9M +$517K +14,690 +2%
WI
98
WBI Investments
New Jersey
$27.6M +$28M +794,298 New
CEP
99
Chicago Equity Partners
Illinois
$27.1M -$945K -26,840 -3%
BGIM
100
Brandywine Global Investment Management
Pennsylvania
$25.4M -$437K -12,408 -2%

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.