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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
ACP
301
Aviance Capital Partners
Florida
$3.49M +$104K +3,456 +3%
HFS
302
HL Financial Services
Kentucky
$3.44M +$1.84M +61,018 +122%
HIS
303
Horizon Investment Services
Indiana
$3.43M +$37.8K +1,254 +1%
TIM
304
Thompson Investment Management
Wisconsin
$3.43M -$27.4K -910 -0.8%
WCF
305
West Coast Financial
California
$3.41M -$9.03K -300 -0.3%
RJFSA
306
Raymond James Financial Services Advisors
Florida
$3.38M +$3.28M +108,880 New
Janus Henderson Group
307
Janus Henderson Group
United Kingdom
$3.37M -$122K -4,040 -4%
GL
308
Globe Life
Texas
$3.35M
WAM
309
Wolverine Asset Management
Illinois
$3.35M +$3.25M +108,000 New
GI
310
GLG Inc
New York
$3.34M
Envestnet Asset Management
311
Envestnet Asset Management
Illinois
$3.27M +$193K +6,418 +6%
AIC
312
Ambs Investment Counsel
Michigan
$3.23M -$1.24M -41,200 -28%
DC
313
Deere & Company
Illinois
$3.2M -$82.6K -2,744 -3%
PI
314
Putnam Investments
Massachusetts
$3.19M
MCM
315
Murphy Capital Management
New Jersey
$3.17M +$18.1K +600 +0.6%
WC
316
Whitnell & Co
Illinois
$3.12M -$8.85K -294 -0.3%
KLWA
317
Kelly Lawrence W & Associates
California
$3.12M +$28.9K +960 +1%
HR
318
Howe & Rusling
New York
$3.06M -$1.39M -46,142 -32%
SIP
319
Stoneridge Investment Partners
Pennsylvania
$3.06M -$48.2K -1,600 -2%
Creative Planning
320
Creative Planning
Kansas
$3.06M +$455K +15,102 +18%
NG
321
NatWest Group
United Kingdom
$3.04M -$3.33M -110,556 -53%
MOACM
322
Mutual of America Capital Management
New York
$3.01M +$24.7K +822 +0.9%
CCM
323
Covington Capital Management
California
$2.95M +$637K +21,144 +29%
FMII
324
Farmers & Merchants Investments Inc
Nebraska
$2.95M +$57K +1,894 +2%
BCMO
325
Buckingham Capital Management (Ohio)
Ohio
$2.95M +$168K +5,594 +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.