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823 hedge funds and large institutions have $16.9B invested in Aflac in 2015 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 287 increasing their positions, 311 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $155M | Put options by funds: $85.5M

52% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 61

3% more funds holding

Funds holding: 800823 (+23)

1.05% more ownership

Funds ownership: 131.39%132.44% (+1%)

3% more capital invested

Capital invested by funds: $16.4B → $16.9B (+$450M)

8% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 311

23% less funds holding in top 10

Funds holding in top 10: 2620 (-6)

Holders
823
Holders Change
+23
Holders Change %
+2.88%
% of All Funds
21.59%
Holding in Top 10
20
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-23.08%
% of All Funds
0.52%
New
93
Increased
287
Reduced
311
Closed
61
Calls
$155M
Puts
$85.5M
Net Calls
+$69.1M
Net Calls Change
-$55.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
101
HSBC Holdings
United Kingdom
$22.4M -$4.24M -136,264 -15%
GH
102
GAM Holding
Switzerland
$21.8M -$765K -24,582 -3%
Aviva
103
Aviva
United Kingdom
$21.4M +$7.02M +225,682 +46%
WIC
104
Willis Investment Counsel
Georgia
$21.3M -$1.02M -32,916 -4%
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$21.2M -$53.6K -1,722 -0.2%
BAMF
106
BI Asset Management Fondsmaeglerselskab
Denmark
$20.9M +$6.84M +219,800 +46%
ZIM
107
Zacks Investment Management
Illinois
$20.7M -$213K -6,856 -1%
CA
108
Cullinan Associates
Kentucky
$20.1M +$763K +24,500 +4%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$20M -$320K -10,294 -2%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$19.2M -$164K -5,280 -0.8%
GIA
111
Gateway Investment Advisers
Ohio
$18.9M +$888K +28,542 +5%
Bank of Nova Scotia
112
Bank of Nova Scotia
Ontario, Canada
$18.1M +$18.4M +589,860 +3,667%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$18M +$3.61M +116,070 +24%
EARNEST Partners
114
EARNEST Partners
Georgia
$17.4M -$280K -9,008 -2%
WPC
115
Waters Parkerson & Co
Louisiana
$17.4M -$144K -4,624 -0.8%
NFA
116
Nationwide Fund Advisors
Ohio
$17.3M +$2.48M +79,576 +16%
First Trust Advisors
117
First Trust Advisors
Illinois
$17.2M -$4.74M -152,220 -21%
GIP
118
Greatmark Investment Partners
Georgia
$17.1M +$138K +4,422 +0.8%
DWM
119
Destination Wealth Management
California
$17M +$327K +10,520 +2%
BA
120
BlackRock Advisors
Delaware
$16.9M -$1.21M -38,926 -6%
PI
121
PGGM Investments
Netherlands
$16.9M -$689K -22,126 -4%
SO
122
STRS Ohio
Ohio
$16.8M +$322K +10,352 +2%
TAM
123
Trillium Asset Management
Massachusetts
$16.2M -$135K -4,342 -0.8%
Grantham, Mayo, Van Otterloo & Co (GMO)
124
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16M -$1.15M -37,000 -6%
PAM
125
Panagora Asset Management
Massachusetts
$15.9M -$63.3K -2,032 -0.4%

AFL Hedge Fund Activity: Q4 2015 in Review

823 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q4 2015, worth a combined $16.9B — up 2.7% from $16.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new AFL positions and 61 closed out — a net gain of 32 holders — while 287 added to existing stakes and 311 trimmed.

The largest buyer was Ninety One (UK), opening a new position worth an estimated $119M. The largest seller was Citadel Advisors, cutting an estimated $171M.

  • 823 institutional investors held Aflac (AFL) as of Q4 2015, up from 800 in Q3 2015.
  • Funds reported $16.9B of Aflac stock for Q4 2015, up 2.7% quarter-over-quarter.
  • 93 funds opened new Aflac positions in Q4 2015 and 61 closed out, a net change of +32 holders.
  • The largest Aflac buyer in Q4 2015 was Ninety One (UK), an estimated $119M added.
  • The largest Aflac seller in Q4 2015 was Citadel Advisors, an estimated $171M sold.

Based on aggregated 13F filings for Q4 2015.