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819 hedge funds and large institutions have $19.9B invested in Aflac in 2013 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 263 increasing their positions, 337 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 44

8% more funds holding

Funds holding: 756819 (+63)

8% more capital invested

Capital invested by funds: $18.5B → $19.9B (+$1.47B)

5% more call options, than puts

Call options by funds: $237M | Put options by funds: $226M

0% more ownership

Funds ownership: 128.52%128.52% (+0%)

6% less funds holding in top 10

Funds holding in top 10: 3432 (-2)

22% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 337

Holders
819
Holders Change
+63
Holders Change %
+8.33%
% of All Funds
23.77%
Holding in Top 10
32
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.88%
% of All Funds
0.93%
New
114
Increased
263
Reduced
337
Closed
44
Calls
$237M
Puts
$226M
Net Calls
+$11.1M
Net Calls Change
-$45.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
226
Profit Investment Management
Maryland
$6.69M +$129K +3,920 +2%
MFBTD
227
MB Financial Bank - Trust Department
Illinois
$6.69M -$3.08K -94 -0%
OTPPB
228
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.6M -$1.55M -47,114 -19%
ANBT
229
American National Bank & Trust
Texas
$6.6M -$242K -7,374 -4%
OWD
230
Osborn Williams & Donohoe
Ohio
$6.58M -$62.7K -1,912 -1%
CAM
231
Capstone Asset Management
Texas
$6.57M -$2.02M -61,542 -24%
BAC
232
Boys Arnold & Co
North Carolina
$6.53M +$36.5K +1,112 +0.6%
Truist Financial
233
Truist Financial
North Carolina
$6.52M -$730K -22,246 -10%
AQR Capital Management
234
AQR Capital Management
Connecticut
$6.46M +$5.29M +161,282 +503%
TAM
235
Trillium Asset Management
Massachusetts
$6.44M +$162K +4,926 +3%
FSA
236
Franklin Street Advisors
North Carolina
$6.33M +$446K +13,580 +8%
AAMU
237
AEGON Asset Management (UK)
United Kingdom
$6.3M +$3.32M +101,124 +116%
OPERF
238
Oregon Public Employees Retirement Fund
Oregon
$6.29M +$2.06M +62,800 +50%
FNBOO
239
First National Bank of Omaha
Nebraska
$6.18M +$25.7K +782 +0.4%
RJA
240
Raymond James & Associates
Florida
$6.17M -$470K -14,314 -7%
TFA
241
Toth Financial Advisory
Virginia
$6.16M -$295K -9,004 -5%
RCM
242
Riverhead Capital Management
Delaware
$6.13M +$804K +24,512 +15%
BCM
243
Bridgeway Capital Management
Texas
$6.11M +$2.93M +89,400 +96%
COPPSERS
244
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.94M -$395K -12,046 -6%
SC
245
Sculptor Capital
New York
$5.93M +$1.71M +52,070 +42%
AIM
246
Arcadia Investment Management
Michigan
$5.87M +$23K +700 +0.4%
Fidelity International
247
Fidelity International
Bermuda
$5.84M +$1.52M +46,260 +36%
Commonwealth Equity Services
248
Commonwealth Equity Services
Massachusetts
$5.74M +$908K +27,664 +19%
HCMT
249
Highland Capital Management (Tennessee)
Tennessee
$5.74M -$175K -5,336 -3%
Mitsubishi UFJ Asset Management
250
Mitsubishi UFJ Asset Management
Japan
$5.68M -$671K -20,464 -11%

AFL Hedge Fund Activity: Q4 2013 in Review

819 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q4 2013, worth a combined $19.9B — up 8% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new AFL positions and 44 closed out — a net gain of 70 holders — while 263 added to existing stakes and 337 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $262M. The largest seller was Panagora Asset Management, cutting an estimated $139M.

  • 819 institutional investors held Aflac (AFL) as of Q4 2013, up from 756 in Q3 2013.
  • Funds reported $19.9B of Aflac stock for Q4 2013, up 8% quarter-over-quarter.
  • 114 funds opened new Aflac positions in Q4 2013 and 44 closed out, a net change of +70 holders.
  • The largest Aflac buyer in Q4 2013 was Wellington Management Group, an estimated $262M added.
  • The largest Aflac seller in Q4 2013 was Panagora Asset Management, an estimated $139M sold.

Based on aggregated 13F filings for Q4 2013.