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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
PRHC
401
P.R. Herzig & Co
New York
$1.99M +$184K +5,600 +10%
AF
402
Arrow Financial
New York
$1.98M +$32.6K +994 +2%
B
403
Barings
North Carolina
$1.97M -$151K -4,600 -7%
PCM
404
Parsons Capital Management
Rhode Island
$1.94M -$38.6K -1,176 -2%
DCM
405
Dynamic Capital Management
Jersey
$1.94M +$1.9M +57,956 New
JMPWA
406
JP Morgan Private Wealth Advisors
California
$1.91M +$152K +4,646 +9%
HFS
407
HL Financial Services
Kentucky
$1.91M -$1.76M -53,702 -48%
LCM
408
Liberty Capital Management
Michigan
$1.91M -$96.1K -2,930 -5%
Mackenzie Financial
409
Mackenzie Financial
Ontario, Canada
$1.9M +$263K +8,004 +16%
FSC
410
Fiduciary Services Corp
Georgia
$1.89M +$49.2K +1,500 +3%
CB
411
Chemical Bank
Michigan
$1.86M +$131K +3,992 +8%
HAM
412
Highstreet Asset Management
Ontario, Canada
$1.85M
ARTA
413
A.R.T. Advisors
New York
$1.81M +$1.78M +54,276 New
SIM
414
Sentry Investment Management
Wisconsin
$1.8M +$118K +3,600 +7%
YIA
415
YHB Investment Advisors
Connecticut
$1.79M +$44.8K +1,366 +3%
WTNA
416
Wilmington Trust National Association
Delaware
$1.76M +$5.18K +158 +0.3%
VKH
417
Virtu KCG Holdings
New York
$1.76M +$1.2M +36,522 +225%
CIP
418
Convergence Investment Partners
Florida
$1.72M -$6.01M -183,136 -78%
DBIA
419
Dumont & Blake Investment Advisors
New Jersey
$1.71M -$176K -5,350 -9%
BF
420
BOK Financial
Oklahoma
$1.69M -$479K -14,612 -22%
PWM
421
ParenteBeard Wealth Management
Pennsylvania
$1.67M +$1.64M +50,046 New
SFM
422
Soros Fund Management
New York
$1.67M -$984K -30,000 -38%
Allianz Asset Management
423
Allianz Asset Management
Germany
$1.66M -$564K -17,200 -26%
CTC
424
Central Trust Company
Missouri
$1.66M +$147K +4,478 +10%
PSUF
425
People's United Financial
Connecticut
$1.64M -$122K -3,716 -7%

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.