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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
Commonwealth Equity Services
276
Commonwealth Equity Services
Massachusetts
$4.46M +$555K +18,442 +15%
KeyBank National Association
277
KeyBank National Association
Ohio
$4.45M -$511K -16,964 -11%
GF
278
Goodman Financial
Texas
$4.42M +$58.4K +1,940 +1%
ECM
279
Estabrook Capital Management
New York
$4.42M -$24.1K -800 -0.6%
LIM
280
Leavell Investment Management
Alabama
$4.41M -$9.94K -330 -0.2%
BA
281
Bridgewater Associates
Connecticut
$4.38M +$512K +17,000 +14%
AAM
282
Auxier Asset Management
Oregon
$4.25M
CGT
283
Capital Guardian Trust
California
$4.23M -$1.88M -62,600 -31%
DILH
284
Dai-ichi Life Holdings
Japan
$4.2M -$786K -26,120 -16%
PP
285
Palladium Partners
Virginia
$4.19M -$275K -9,140 -6%
SAA
286
Southeast Asset Advisors
Georgia
$4.19M
ARC
287
Absolute Return Capital
Massachusetts
$4.14M -$602K -19,992 -13%
Fidelity International
288
Fidelity International
Bermuda
$3.98M -$103K -3,420 -3%
NPIT
289
National Penn Investors Trust
Pennsylvania
$3.91M -$723 -24 -0%
OPERF
290
Oregon Public Employees Retirement Fund
Oregon
$3.89M +$12K +398 +0.3%
SC
291
Sculptor Capital
New York
$3.88M -$103K -3,422 -3%
ACP
292
Ashfield Capital Partners
California
$3.86M -$30.1K -1,000 -0.8%
Asset Management One
293
Asset Management One
Japan
$3.82M +$41.9K +1,392 +1%
MA
294
MUFG Americas
New York
$3.78M -$222K -7,380 -6%
CII
295
CR Intrinsic Investors
Connecticut
$3.72M +$1.51M +50,000 +71%
SC
296
SouthState Corp
Florida
$3.62M -$1.81M -60,208 -34%
BCAM
297
Boston Common Asset Management
Massachusetts
$3.62M -$1.54M -51,118 -30%
EI
298
EDMP Inc
Florida
$3.58M -$20.8K -692 -0.6%
Janney Montgomery Scott
299
Janney Montgomery Scott
Pennsylvania
$3.55M +$1.94M +64,318 +128%
SMDAM
300
Sumitomo Mitsui DS Asset Management
Japan
$3.53M -$179K -5,956 -5%

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.