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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
SSB
351
Sandy Spring Bank
Maryland
$2.48M -$28K -930 -1%
SFM
352
Soros Fund Management
New York
$2.48M +$2.41M +80,000 New
LPC
353
Loeb Partners Corp
New York
$2.48M
CCM
354
Coldstream Capital Management
Washington
$2.44M +$48.1K +1,598 +2%
ST
355
Sentinel Trust
Texas
$2.42M +$18.7K +620 +0.8%
SLI
356
Sumitomo Life Insurance
Japan
$2.4M -$84.8K -2,816 -4%
KRS
357
Kentucky Retirement Systems
Kentucky
$2.4M +$2.33M +77,264 New
CIBC World Market
358
CIBC World Market
Ontario, Canada
$2.39M +$926K +30,774 +66%
GH
359
GAM Holding
Switzerland
$2.36M -$644K -21,400 -22%
AC
360
Alley Company
Illinois
$2.34M +$10.8K +360 +0.5%
ITIM
361
Indiana Trust & Investment Management
Indiana
$2.32M -$145K -4,830 -6%
N
362
Nuveen
North Carolina
$2.3M
MC
363
Menta Capital
California
$2.3M +$2.23M +74,200 New
Calamos Advisors
364
Calamos Advisors
Illinois
$2.29M
FWIA
365
Fort Washington Investment Advisors
Ohio
$2.27M +$63.8K +2,120 +3%
TMAM
366
Tokio Marine Asset Management
Japan
$2.26M -$107K -3,568 -5%
CT
367
Coastline Trust
Rhode Island
$2.24M +$27.4K +910 +1%
STC
368
SEI Trust Company
Pennsylvania
$2.23M +$67.7K +2,250 +3%
OPCM
369
Osborne Partners Capital Management
California
$2.21M -$241K -8,000 -10%
NSAM
370
North Star Asset Management
Wisconsin
$2.2M -$22.9K -760 -1%
DJSG
371
D.J. St. Germain
Massachusetts
$2.15M +$59K +1,960 +3%
ACM
372
Argentus Capital Management
Texas
$2.14M -$393K -13,060 -16%
CWP
373
Capital Wealth Planning
Florida
$2.14M +$871K +28,920 +72%
SAM
374
Sawgrass Asset Management
Florida
$2.1M -$121K -4,020 -6%
GIM
375
Goelzer Investment Management
Indiana
$2.09M -$2.14M -71,096 -51%

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.