AFLAC Inc
AFSD
AFSD was delisted on the 16th of November, 2017.
9 hedge funds and large institutions have $1.46M invested in AFLAC Inc in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
44% less capital invested
Capital invested by funds: $2.63M → $1.46M (-$1.17M)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Alerus Investment Advisors
Wayzata,
Minnesota
|
+$40.1K |
| 2 |
CCS
Crosspoint Capital Strategies
Orinda,
California
|
+$301 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$875K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$311K |
| 3 |
FBB
Fulton Breakefield Broenniman
Bethesda,
Maryland
|
-$34.3K |
| 4 |
SOAMC
Spirit of America Management Corp
Syosset,
New York
|
-$27.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FBB
1
Fulton Breakefield Broenniman
Bethesda,
Maryland
| $692K | -$34.3K | -1,370 | -5% |
|
|
WAM
2
Weatherly Asset Management
Del Mar,
California
| $249K | – | – | – |
|
|
SOAMC
3
Spirit of America Management Corp
Syosset,
New York
| $246K | -$27.6K | -1,100 | -10% |
|
|
BMM
4
Buffington Mohr McNeal
Boise,
Idaho
| $157K | – | – | – |
|
|
AIA
5
Alerus Investment Advisors
Wayzata,
Minnesota
| $40K | +$40.1K | +1,600 | New |
|
|
BCM
6
Brookstone Capital Management
Wheaton,
Illinois
| $37K | – | – | – |
|
|
CA
7
CapWealth Advisors
Franklin,
Tennessee
| $20K | – | – | – |
|
|
TCOV
8
Trust Company of Vermont
Brattleboro,
Vermont
| $20K | – | – | – |
|
|
9
Ameriprise
Minneapolis,
Minnesota
| – | -$875K | -35,914 | Closed |
|
|
PPA
10
Parametric Portfolio Associates
Seattle,
Washington
| – | -$311K | -12,753 | Closed |
|
|
CCS
11
Crosspoint Capital Strategies
Orinda,
California
| – | +$301 | +12 | New |
|
AFSD Hedge Fund Activity: Q3 2015 in Review
9 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in AFLAC Inc (AFSD) for Q3 2015, worth a combined $1.46M — down 44% from $2.63M a quarter earlier.
Fund positioning in AFSD was balanced in Q3 2015: 2 funds opened new positions, 2 closed out, 0 added to existing stakes and 2 trimmed.
The largest buyer was Alerus Investment Advisors, opening a new position worth an estimated $40.1K. The largest seller was Ameriprise, exiting entirely with an estimated $875K sold.
- 9 institutional investors held AFLAC Inc (AFSD) as of Q3 2015, unchanged from Q2 2015.
- Funds reported $1.46M of AFLAC Inc stock for Q3 2015, down 44% quarter-over-quarter.
- 2 funds opened new AFLAC Inc positions in Q3 2015 and 2 closed out, a net change of 0 holders.
- The largest AFLAC Inc buyer in Q3 2015 was Alerus Investment Advisors, an estimated $40.1K added.
- The largest AFLAC Inc seller in Q3 2015 was Ameriprise, an estimated $875K sold.
Based on aggregated 13F filings for Q3 2015.