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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
CC
301
Cannell & Co
New York
$3.64M -$2.17M -66,080 -38%
ACP
302
Aviance Capital Partners
Florida
$3.64M -$114K -3,466 -3%
Janus Henderson Group
303
Janus Henderson Group
United Kingdom
$3.63M
WC
304
Whitney & Co
New York
$3.62M +$492K +15,000 +16%
WCF
305
West Coast Financial
California
$3.61M -$60.8K -1,854 -2%
TIM
306
Thompson Investment Management
Wisconsin
$3.61M -$83.3K -2,540 -2%
GL
307
Globe Life
Texas
$3.61M
Asset Management One
308
Asset Management One
Japan
$3.6M -$512K -15,602 -13%
Janney Montgomery Scott
309
Janney Montgomery Scott
Pennsylvania
$3.6M -$225K -6,852 -6%
GI
310
GLG Inc
New York
$3.6M
RJFSA
311
Raymond James Financial Services Advisors
Florida
$3.57M -$64K -1,952 -2%
HIS
312
Horizon Investment Services
Indiana
$3.56M -$137K -4,170 -4%
DC
313
Deere & Company
Illinois
$3.54M +$96.8K +2,950 +3%
MLL
314
Moody Lynn & Lieberson
Massachusetts
$3.48M -$7.24M -220,706 -68%
ARC
315
Absolute Return Capital
Massachusetts
$3.45M -$991K -30,204 -23%
NG
316
NatWest Group
United Kingdom
$3.45M +$165K +5,026 +5%
MOACM
317
Mutual of America Capital Management
New York
$3.44M +$197K +6,020 +6%
SIP
318
Stoneridge Investment Partners
Pennsylvania
$3.44M +$138K +4,200 +4%
EVM
319
Evelyn V. Moreno
$3.42M +$3.36M +102,298 New
MA
320
MUFG Americas
New York
$3.41M -$654K -19,950 -16%
Creative Planning
321
Creative Planning
Kansas
$3.35M +$50.5K +1,538 +2%
MCM
322
Murphy Capital Management
New Jersey
$3.33M -$84.9K -2,588 -3%
BCMO
323
Buckingham Capital Management (Ohio)
Ohio
$3.28M +$112K +3,400 +4%
Natixis Advisors
324
Natixis Advisors
Massachusetts
$3.26M +$2.9M +88,442 +952%
BFM
325
Boston Financial Management
Massachusetts
$3.25M +$492K +14,996 +18%

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.