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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
SAM
426
Scotia Asset Management
Ontario, Canada
$1.39M +$1.35M +44,942 New
WOC
427
West Oak Capital
California
$1.38M +$704K +23,380 +111%
FMWA
428
Forvis Mazars Wealth Advisors
Missouri
$1.36M -$324K -10,778 -20%
1GA
429
1st Global Advisors
Texas
$1.36M +$9.81K +326 +0.7%
SBH
430
Segall Bryant & Hamill
Illinois
$1.35M +$36.1K +1,200 +3%
LPT
431
Legacy Private Trust
Wisconsin
$1.35M -$3.01K -100 -0.2%
TCM
432
Tanaka Capital Management
New York
$1.34M -$19.6K -652 -1%
SOADOR
433
State of Alaska Department of Revenue
Alaska
$1.33M
JIM
434
Jupiter Investment Management
United Kingdom
$1.33M +$1.29M +42,800 New
WA
435
WBH Advisory
Maryland
$1.32M -$36.5K -1,214 -3%
CNBT
436
Canandaigua National Bank & Trust
New York
$1.31M -$155K -5,150 -11%
PIA
437
Piedmont Investment Advisors
North Carolina
$1.3M +$96.3K +3,200 +8%
CAM
438
Carret Asset Management
New York
$1.29M
BONST
439
Bank of Nova Scotia Trust
Ontario, Canada
$1.27M +$1.23M +40,900 New
BA
440
Boston Advisors
Massachusetts
$1.25M -$31.4K -1,042 -3%
PAI
441
Pittenger & Anderson Inc
Nebraska
$1.25M +$112K +3,710 +10%
AIM
442
abrdn Investment Management
United Kingdom
$1.24M +$1.2M +39,876 New
FCH
443
Freestone Capital Holdings
Washington
$1.22M +$76.7K +2,546 +7%
BB
444
Bell Bank
North Dakota
$1.2M -$723 -24 -0.1%
LCM
445
Logan Capital Management
Pennsylvania
$1.19M -$1.55M -51,500 -57%
IB
446
Intrust Bank
Kansas
$1.19M +$31.4K +1,042 +3%
DekaBank Deutsche Girozentrale
447
DekaBank Deutsche Girozentrale
Germany
$1.19M -$267K -8,866 -19%
MA
448
Montag & Associates
Georgia
$1.17M
WT
449
Whittier Trust
California
$1.16M -$36.1K -1,200 -3%
FT
450
Fiduciary Trust
Massachusetts
$1.14M -$126K -4,200 -10%

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.