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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
SNBOSCI
451
Security National Bank of Sioux City Iowa
Iowa
$1.13M +$25.6K +850 +2%
AT
452
Arden Trust
Delaware
$1.12M -$31.1K -1,034 -3%
M&T Bank
453
M&T Bank
New York
$1.11M -$14.8K -492 -1%
PAMG
454
Patton Albertson Miller Group
Tennessee
$1.09M -$32.5K -1,080 -3%
DAC
455
Dividend Assets Capital
South Carolina
$1.09M -$76.7K -2,546 -7%
CI
456
Conning Inc
Connecticut
$1.09M +$22.3K +740 +2%
WCA
457
Westover Capital Advisors
Delaware
$1.08M -$126K -4,188 -11%
HAIM
458
Hunter Associates Investment Management
Pennsylvania
$1.07M -$707K -23,500 -40%
DD
459
Dominick & Dominick
New York
$1.07M +$24.1K +800 +2%
MYLI
460
Meiji Yasuda Life Insurance
Japan
$1.03M +$387K +12,838 +63%
KRSITF
461
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.03M +$998K +33,140 New
BFEC
462
Benjamin F. Edwards & Company
Missouri
$1.02M +$126K +4,188 +15%
V
463
Veritable
Delaware
$1.02M -$48.9K -1,624 -5%
GJIC
464
Gamble Jones Investment Counsel
California
$1.02M +$2.17K +72 +0.2%
AHS
465
Aspiriant Holdings S3
California
$1M +$43.7K +1,450 +5%
HNB
466
Huntington National Bank
Ohio
$1M -$22.9K -762 -2%
BVDMP
467
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$998K
WIS
468
Wright Investors Service
Connecticut
$998K +$4.52K +150 +0.5%
AQR Capital Management
469
AQR Capital Management
Connecticut
$994K +$261K +8,658 +37%
BG
470
Bollard Group
Massachusetts
$992K +$963K +32,000 New
FBT
471
Founders Bank & Trust
Michigan
$976K -$3.01K -100 -0.3%
NCM
472
Narwhal Capital Management
Georgia
$973K +$24.1K +800 +3%
JCM
473
Jag Capital Management
Missouri
$972K -$60.2K -2,000 -6%
MERSOM
474
Municipal Employees' Retirement System of Michigan
Michigan
$967K +$939K +31,200 New
KIA
475
Kopp Investment Advisors
Minnesota
$952K -$3.31K -110 -0.4%

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.