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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
Royal London Asset Management
151
Royal London Asset Management
United Kingdom
$12M +$3M +96,452 +32%
SBWIC
152
Schaper Benz & Wise Investment Counsel
Wisconsin
$11.4M +$32.7K +1,050 +0.3%
Caisse de Depot et Placement du Quebec (CDPQ)
153
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.9M -$6.41M -205,800 -36%
RMA
154
Roffman Miller Associates
Pennsylvania
$10.6M +$44.9K +1,442 +0.4%
BC
155
Burney Company
Virginia
$10.4M -$381K -12,244 -3%
PC
156
Polar Capital
United Kingdom
$10.3M +$623K +20,000 +6%
Korea Investment Corp
157
Korea Investment Corp
South Korea
$10.3M -$604K -19,400 -5%
Jacobs Levy Equity Management
158
Jacobs Levy Equity Management
New Jersey
$10.1M +$9.01M +289,528 +597%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$10.1M -$67K -2,154 -0.6%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$10M -$784K -25,200 -7%
DekaBank Deutsche Girozentrale
161
DekaBank Deutsche Girozentrale
Germany
$9.82M -$120K -3,858 -1%
UCFA
162
United Capital Financial Advisors
Texas
$9.68M -$101K -3,238 -1%
ASRS
163
Arizona State Retirement System
Arizona
$9.66M -$542K -17,400 -5%
VWM
164
Valley Wealth Managers
New Jersey
$9.52M -$24.4K -784 -0.2%
AAM
165
Advisors Asset Management
Colorado
$9.38M -$927K -29,780 -9%
TPSF
166
Texas Permanent School Fund
Texas
$9.04M -$167K -5,360 -2%
RJFSA
167
Raymond James Financial Services Advisors
Florida
$8.95M -$125 -4 -0%
USAA
168
United Services Automobile Association
Texas
$8.82M -$51.1K -1,642 -0.6%
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$8.8M +$5.41M +173,882 +145%
RT
170
Rockland Trust
Massachusetts
$8.77M -$611K -19,614 -6%
HCMT
171
Highland Capital Management (Tennessee)
Tennessee
$8.64M +$809K +25,980 +10%
PAM
172
Palisade Asset Management
Minnesota
$8.27M -$141K -4,522 -2%
Commonwealth Equity Services
173
Commonwealth Equity Services
Massachusetts
$8.24M +$254K +8,170 +3%
JIM
174
Jupiter Investment Management
United Kingdom
$8.21M +$8.54M +274,294 New
State of Tennessee, Department of Treasury
175
State of Tennessee, Department of Treasury
Tennessee
$8.16M -$437K -14,044 -5%

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.