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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
LPC
351
Loeb Partners Corp
New York
$2.67M
TFF
352
Timothy F. Fidgeon
$2.66M -$55.1K -1,680 -2%
WGCA
353
Wolf Group Capital Advisors
Virginia
$2.64M +$2.59M +78,948 New
CPA
354
Court Place Advisors
Maryland
$2.63M +$2.59M +78,800 New
GCP
355
GSA Capital Partners
United Kingdom
$2.63M +$2.58M +78,710 New
ST
356
Sentinel Trust
Texas
$2.6M -$10.5K -320 -0.4%
CCM
357
Coldstream Capital Management
Washington
$2.58M -$49.5K -1,508 -2%
Zurich Cantonal Bank
358
Zurich Cantonal Bank
Switzerland
$2.58M -$155K -4,726 -6%
KRS
359
Kentucky Retirement Systems
Kentucky
$2.57M -$9.91K -302 -0.4%
SSB
360
Sandy Spring Bank
Maryland
$2.56M -$115K -3,500 -4%
GH
361
GAM Holding
Switzerland
$2.52M -$26.2K -800 -1%
SCA
362
SAC Capital Advisors
Connecticut
$2.52M -$4.09M -124,638 -62%
AC
363
Alley Company
Illinois
$2.51M -$15.8K -482 -0.6%
LSERS
364
Louisiana State Employees Retirement System
Louisiana
$2.5M +$2.46M +75,000 New
Calamos Advisors
365
Calamos Advisors
Illinois
$2.47M
CT
366
Coastline Trust
Rhode Island
$2.46M +$52.5K +1,600 +2%
Jacobs Levy Equity Management
367
Jacobs Levy Equity Management
New Jersey
$2.45M +$1.81M +55,180 +303%
SLI
368
Sumitomo Life Insurance
Japan
$2.45M -$137K -4,172 -5%
ITIM
369
Indiana Trust & Investment Management
Indiana
$2.43M -$72.2K -2,200 -3%
WT
370
Wilmington Trust
Delaware
$2.42M -$668K -20,354 -22%
ACM
371
Argentus Capital Management
Texas
$2.4M +$95.3K +2,904 +4%
HT
372
HAP Trading
New York
$2.37M +$2.32M +70,806 New
LIA
373
LS Investment Advisors
Michigan
$2.34M +$200K +6,106 +10%
CIBC World Market
374
CIBC World Market
Ontario, Canada
$2.31M -$268K -8,184 -11%
GT
375
Glenmede Trust
Pennsylvania
$2.29M +$249K +7,600 +12%

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.