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756 hedge funds and large institutions have $18.5B invested in Aflac in 2013 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 284 increasing their positions, 285 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 49

26% more call options, than puts

Call options by funds: $273M | Put options by funds: $216M

9% more capital invested

Capital invested by funds: $17B → $18.5B (+$1.46B)

2.91% more ownership

Funds ownership: 125.61%128.52% (+2.9%)

2% more funds holding

Funds holding: 743756 (+13)

0% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 285

6% less funds holding in top 10

Funds holding in top 10: 3634 (-2)

Holders
756
Holders Change
+13
Holders Change %
+1.75%
% of All Funds
24.51%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
1.1%
New
68
Increased
284
Reduced
285
Closed
49
Calls
$273M
Puts
$216M
Net Calls
+$56.7M
Net Calls Change
+$86.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
251
Country Fund Management
Illinois
$5.39M -$903K -30,000 -15%
MAM
252
Martingale Asset Management
Massachusetts
$5.38M +$5.22M +173,548 New
MP
253
Manifold Partners
California
$5.36M
WAM
254
World Asset Management
Michigan
$5.21M -$620K -20,596 -11%
EA
255
Evanston Advisors
Illinois
$5.19M -$103K -3,428 -2%
URS
256
Utah Retirement Systems
Utah
$5.15M -$42.1K -1,400 -0.8%
MCM
257
Matterhorn Capital Management
Texas
$5.15M +$12.6K +420 +0.3%
State of Tennessee, Department of Treasury
258
State of Tennessee, Department of Treasury
Tennessee
$5.14M +$4.99M +165,800 New
KBC Group
259
KBC Group
Belgium
$5.1M -$587K -19,486 -11%
RSVP
260
Ramsay Stattman Vela & Price
Colorado
$5.06M -$19.6K -650 -0.4%
CIA
261
Choate Investment Advisors
Massachusetts
$5.06M -$121K -4,024 -2%
RCM
262
Riverhead Capital Management
Delaware
$4.93M -$193K -6,400 -4%
LNB
263
Ledyard National Bank
$4.9M -$151K -5,010 -3%
RJA
264
Robshaw & Julian Associates
New York
$4.89M -$160K -5,328 -3%
FNT
265
First National Trust
Pennsylvania
$4.85M +$161K +5,364 +4%
WAM
266
Wallington Asset Management
Indiana
$4.85M +$104K +3,440 +2%
CIBC Asset Management
267
CIBC Asset Management
Ontario, Canada
$4.83M +$518K +17,208 +12%
CB
268
Commerce Bank
Missouri
$4.74M -$80.1K -2,662 -2%
HIC
269
Hartline Investment Corp
Illinois
$4.69M
BRCM
270
Bright Rock Capital Management
Massachusetts
$4.65M
ECA
271
Endeavour Capital Advisors
Connecticut
$4.62M
MIC
272
MU Investments Company
Japan
$4.61M -$241K -8,000 -5%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$4.58M +$104K +3,464 +2%
CAM
274
Cubic Asset Management
Massachusetts
$4.53M +$69.2K +2,300 +2%
DCM
275
Delta Capital Management
New Jersey
$4.48M +$251K +8,340 +6%

AFL Hedge Fund Activity: Q3 2013 in Review

756 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q3 2013, worth a combined $18.5B — up 8.6% from $17B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AFL positions and 49 closed out — a net gain of 19 holders — while 284 added to existing stakes and 285 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $269M. The largest seller was Fidelity Investments, cutting an estimated $153M.

  • 756 institutional investors held Aflac (AFL) as of Q3 2013, up from 743 in Q2 2013.
  • Funds reported $18.5B of Aflac stock for Q3 2013, up 8.6% quarter-over-quarter.
  • 68 funds opened new Aflac positions in Q3 2013 and 49 closed out, a net change of +19 holders.
  • The largest Aflac buyer in Q3 2013 was Wellington Management Group, an estimated $269M added.
  • The largest Aflac seller in Q3 2013 was Fidelity Investments, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2013.