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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
OA
376
OFI Advisors
Pennsylvania
$2.09M -$139K -4,618 -6%
SCI
377
S&CO Inc
Massachusetts
$2.08M
Allianz Asset Management
378
Allianz Asset Management
Germany
$2.07M
EHWM
379
Eads & Heald Wealth Management
Georgia
$2.07M -$191K -6,352 -9%
FAAS
380
First Allied Advisory Services
California
$2.05M +$118K +3,934 +6%
IGIM
381
I.G. Investment Management
Manitoba, Canada
$2.05M +$675K +22,420 +51%
TCOV
382
Trust Company of Vermont
Vermont
$2.05M +$79.8K +2,652 +4%
Cambridge Investment Research Advisors
383
Cambridge Investment Research Advisors
Iowa
$2.05M +$264K +8,772 +15%
BNP Paribas Asset Management
384
BNP Paribas Asset Management
France
$2.03M +$1.12M +37,262 +133%
BF
385
BOK Financial
Oklahoma
$2.02M +$172K +5,700 +10%
SM
386
Stratton Management
Pennsylvania
$2.02M +$170K +5,650 +9%
Federated Hermes
387
Federated Hermes
Pennsylvania
$1.99M -$6.12M -203,176 -76%
LIA
388
LS Investment Advisors
Michigan
$1.98M -$179K -5,942 -9%
DSC
389
Duncker Streett & Co
Missouri
$1.97M -$391K -12,998 -17%
B
390
Barings
North Carolina
$1.97M +$18.1K +600 +1%
DY
391
Dowling & Yahnke
California
$1.93M +$49.3K +1,636 +3%
GT
392
Glenmede Trust
Pennsylvania
$1.89M -$47.2K -1,568 -3%
Thrivent Financial for Lutherans
393
Thrivent Financial for Lutherans
Minnesota
$1.89M -$484K -16,064 -21%
LCM
394
Liberty Capital Management
Michigan
$1.86M -$6.02K -200 -0.3%
OSAM
395
O'Shaughnessy Asset Management
Connecticut
$1.86M -$219K -7,274 -11%
ACM
396
Azimuth Capital Management
Michigan
$1.86M +$953K +31,650 +112%
PCM
397
Parsons Capital Management
Rhode Island
$1.84M +$23.8K +792 +1%
SIG
398
Schooner Investment Group
Pennsylvania
$1.84M -$512K -17,000 -23%
AF
399
Arrow Financial
New York
$1.8M +$1.74M +57,922 +28,961%
GAM
400
Guinness Asset Management
United Kingdom
$1.78M +$884K +29,360 +105%

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.