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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
PAMG
451
Patton Albertson Miller Group
Tennessee
$1.31M +$135K +4,120 +12%
BB
452
Bell Bank
North Dakota
$1.29M
LCM
453
Logan Capital Management
Pennsylvania
$1.27M -$11.5K -350 -0.9%
MA
454
Montag & Associates
Georgia
$1.26M
DekaBank Deutsche Girozentrale
455
DekaBank Deutsche Girozentrale
Germany
$1.24M -$56.6K -1,726 -4%
BFEC
456
Benjamin F. Edwards & Company
Missouri
$1.24M +$133K +4,064 +12%
FMB
457
Field & Main Bank
Kentucky
$1.24M +$1.22M +37,056 New
WT
458
Whittier Trust
California
$1.23M -$23.2K -706 -2%
FT
459
Fiduciary Trust
Massachusetts
$1.22M -$4.92K -150 -0.4%
PIA
460
Piedmont Investment Advisors
North Carolina
$1.21M -$188K -5,742 -14%
M&T Bank
461
M&T Bank
New York
$1.2M +$3.15K +96 +0.3%
MCWS
462
McKinley Carter Wealth Services
West Virginia
$1.2M +$906K +27,628 +339%
HAIM
463
Hunter Associates Investment Management
Pennsylvania
$1.16M
ACI
464
Alpha Cubed Investments
California
$1.16M +$1.14M +34,600 New
CNBT
465
Canandaigua National Bank & Trust
New York
$1.14M -$269K -8,190 -19%
SBH
466
Segall Bryant & Hamill
Illinois
$1.11M -$335K -10,200 -23%
HNB
467
Huntington National Bank
Ohio
$1.11M +$26.2K +800 +2%
AHS
468
Aspiriant Holdings S3
California
$1.1M +$21.3K +650 +2%
KRSITF
469
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.1M -$4.2K -128 -0.4%
DAC
470
Dividend Assets Capital
South Carolina
$1.09M -$78.6K -2,396 -7%
WCA
471
Westover Capital Advisors
Delaware
$1.09M -$69K -2,104 -6%
BWP
472
Baldwin Wealth Partners
Massachusetts
$1.09M +$472K +14,380 +79%
GLA
473
Great Lakes Advisors
Illinois
$1.09M -$559K -17,030 -34%
BVDMP
474
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.07M
WIS
475
Wright Investors Service
Connecticut
$1.07M -$919 -28 -0.1%

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.