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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
GMIM
401
General Motors Investment Management
New York
$1.75M +$16.9K +560 +1%
DBIA
402
Dumont & Blake Investment Advisors
New Jersey
$1.75M -$448K -14,880 -21%
LMGAM
403
Liberty Mutual Group Asset Management
Massachusetts
$1.74M +$350K +11,622 +26%
QIM
404
Quantitative Investment Management
Virginia
$1.74M +$355K +11,800 +27%
HAM
405
Highstreet Asset Management
Ontario, Canada
$1.71M
FSC
406
Fiduciary Services Corp
Georgia
$1.71M +$7.89K +262 +0.5%
PRHC
407
P.R. Herzig & Co
New York
$1.67M +$1.31M +43,400 +409%
LMAM
408
Legg Mason Asset Management
Japan
$1.67M -$145K -4,800 -8%
Fiera Capital (Canada)
409
Fiera Capital (Canada)
Quebec, Canada
$1.67M +$24.1K +800 +2%
PSUF
410
People's United Financial
Connecticut
$1.64M -$42.4K -1,408 -3%
WTNA
411
Wilmington Trust National Association
Delaware
$1.63M +$936K +31,074 +144%
JMPWA
412
JP Morgan Private Wealth Advisors
California
$1.63M +$46K +1,528 +3%
YIA
413
YHB Investment Advisors
Connecticut
$1.62M +$57.3K +1,902 +4%
CB
414
Chemical Bank
Michigan
$1.6M +$227K +7,540 +17%
FBB
415
Fulton Breakefield Broenniman
Maryland
$1.59M +$20.4K +678 +1%
EMG
416
Ellington Management Group
Connecticut
$1.56M +$229K +7,600 +18%
SIM
417
Sentry Investment Management
Wisconsin
$1.56M +$421K +14,000 +39%
TNB
418
Thomasville National Bank
Georgia
$1.54M +$840K +27,912 +128%
GLA
419
Great Lakes Advisors
Illinois
$1.54M -$54.3K -1,802 -4%
DPIM
420
Duff & Phelps Investment Management
Illinois
$1.53M
Mackenzie Financial
421
Mackenzie Financial
Ontario, Canada
$1.52M +$93.8K +3,114 +7%
BC
422
Banced Corp
Illinois
$1.51M -$18.1K -600 -1%
PWAG
423
Polaris Wealth Advisory Group
California
$1.5M +$567K +18,820 +63%
CWM
424
Concert Wealth Management
California
$1.47M -$963 -32 -0.1%
CTC
425
Central Trust Company
Missouri
$1.4M +$66.4K +2,206 +5%

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.