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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
CWM
426
Concert Wealth Management
California
$1.6M +$13.6K +416 +0.9%
BC
427
Banced Corp
Illinois
$1.59M -$32.3K -984 -2%
STC
428
SEI Trust Company
Pennsylvania
$1.59M -$802K -24,440 -34%
Teacher Retirement System of Texas
429
Teacher Retirement System of Texas
Texas
$1.58M -$17.3M -526,376 -92%
MIU
430
Man Investments (UK)
United Kingdom
$1.57M +$1.06M +32,254 +218%
PAG
431
Private Advisor Group
New Jersey
$1.56M +$1.54M +46,810 New
NME
432
Notis-McConarty Edward
$1.55M +$1.52M +46,348 New
GCA
433
Gideon Capital Advisors
New York
$1.53M +$1.51M +45,960 New
WOC
434
West Oak Capital
California
$1.53M +$50.5K +1,540 +3%
RJT
435
Raymond James Trust
Florida
$1.52M -$1.34M -40,962 -47%
TCM
436
Tanaka Capital Management
New York
$1.47M +$20.6K +628 +1%
SOADOR
437
State of Alaska Department of Revenue
Alaska
$1.46M +$30.2K +920 +2%
LPT
438
Legacy Private Trust
Wisconsin
$1.45M
WA
439
WBH Advisory
Maryland
$1.45M +$28K +852 +2%
1GA
440
1st Global Advisors
Texas
$1.44M -$25.9K -790 -2%
SNBOSCI
441
Security National Bank of Sioux City Iowa
Iowa
$1.43M +$217K +6,610 +18%
SCA
442
Stonebridge Capital Advisors
Minnesota
$1.41M +$1.38M +42,166 New
CAM
443
Carret Asset Management
New York
$1.38M -$6.56K -200 -0.5%
AIM
444
abrdn Investment Management
United Kingdom
$1.37M +$35.6K +1,084 +3%
BA
445
Boston Advisors
Massachusetts
$1.35M -$66 -2 -0%
FCH
446
Freestone Capital Holdings
Washington
$1.35M +$30.5K +930 +2%
SCM
447
Stux Capital Management
New York
$1.34M +$1.32M +40,200 New
PAI
448
Pittenger & Anderson Inc
Nebraska
$1.34M -$3.61K -110 -0.3%
CI
449
Conning Inc
Connecticut
$1.33M +$159K +4,840 +14%
IB
450
Intrust Bank
Kansas
$1.33M +$44.6K +1,360 +4%

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.