We are live on ! Find out more

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
TMAM
376
Tokio Marine Asset Management
Japan
$2.26M -$176K -5,350 -7%
NSAM
377
North Star Asset Management
Wisconsin
$2.26M -$116K -3,550 -5%
LMGAM
378
Liberty Mutual Group Asset Management
Massachusetts
$2.25M +$372K +11,332 +20%
SCI
379
S&CO Inc
Massachusetts
$2.24M
BNP Paribas Asset Management
380
BNP Paribas Asset Management
France
$2.24M +$54.9K +1,674 +3%
EHWM
381
Eads & Heald Wealth Management
Georgia
$2.23M -$3.81K -116 -0.2%
TCOV
382
Trust Company of Vermont
Vermont
$2.22M +$16.7K +510 +0.8%
SM
383
Stratton Management
Pennsylvania
$2.21M +$29.5K +900 +1%
FAAS
384
First Allied Advisory Services
California
$2.2M -$33K -1,006 -2%
OA
385
OFI Advisors
Pennsylvania
$2.16M -$90.3K -2,752 -4%
SAM
386
Sawgrass Asset Management
Florida
$2.15M -$110K -3,350 -5%
IGIM
387
I.G. Investment Management
Manitoba, Canada
$2.15M -$63.6K -1,940 -3%
DJSG
388
D.J. St. Germain
Massachusetts
$2.13M -$182K -5,550 -8%
DSC
389
Duncker Streett & Co
Missouri
$2.13M +$9.84K +300 +0.5%
FCAM
390
F&C Asset Management
United Kingdom
$2.13M -$600K -18,290 -22%
Thrivent Financial for Lutherans
391
Thrivent Financial for Lutherans
Minnesota
$2.12M +$85.3K +2,600 +4%
FWIA
392
Fort Washington Investment Advisors
Ohio
$2.12M -$326K -9,928 -14%
ACM
393
Azimuth Capital Management
Michigan
$2.1M +$90.2K +2,750 +5%
GIM
394
Goelzer Investment Management
Indiana
$2.09M -$160K -4,880 -7%
Jane Street
395
Jane Street
New York
$2.09M -$990K -30,188 -33%
Federated Hermes
396
Federated Hermes
Pennsylvania
$2.08M -$59.2K -1,804 -3%
DY
397
Dowling & Yahnke
California
$2.08M -$4.59K -140 -0.2%
GAM
398
Guinness Asset Management
United Kingdom
$2.08M +$158K +4,820 +8%
Fiera Capital (Canada)
399
Fiera Capital (Canada)
Quebec, Canada
$2.03M +$226K +6,888 +13%
PWAG
400
Polaris Wealth Advisory Group
California
$2M +$377K +11,496 +24%

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.