We are live on ! Find out more

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
LSV Asset Management
26
LSV Asset Management
Illinois
$153M -$7.6M -231,580 -5%
Legal & General Group
27
Legal & General Group
United Kingdom
$133M +$263K +8,018 +0.2%
American Century Companies
28
American Century Companies
Missouri
$132M +$36M +1,098,622 +38%
AAM
29
Aberdeen Asset Management
United Kingdom
$128M -$14.2M -432,498 -10%
Morgan Stanley
30
Morgan Stanley
New York
$120M +$33.2M +1,013,312 +39%
Deutsche Bank
31
Deutsche Bank
Germany
$115M -$4.59M -139,984 -4%
Goldman Sachs
32
Goldman Sachs
New York
$109M +$9.75M +297,292 +10%
AAMU
33
Amundi Asset Management US
Massachusetts
$107M -$2.57M -78,210 -2%
UBS AM
34
UBS AM
Illinois
$101M -$12M -364,984 -11%
AI
35
Ariel Investments
Illinois
$97.5M +$1.93M +58,700 +2%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$96.5M +$11.5M +349,396 +14%
PAM
37
Panagora Asset Management
Massachusetts
$96.1M -$139M -4,223,396 -59%
Charles Schwab
38
Charles Schwab
California
$95.8M -$38.7M -1,180,766 -29%
SI
39
Scharf Investments
California
$93.6M -$4.31M -131,372 -4%
BIM
40
BlackRock Investment Management
Delaware
$92.6M -$707K -21,556 -0.8%
Citadel Advisors
41
Citadel Advisors
Florida
$90.7M -$34.9M -1,062,562 -28%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$88.3M -$2.79M -85,000 -3%
BlackRock
43
BlackRock
New York
$84.9M +$1.33M +40,654 +2%
CS
44
Credit Suisse
Switzerland
$81.9M +$6.75M +205,822 +9%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$81.2M -$5.19M -158,342 -6%
AllianceBernstein
46
AllianceBernstein
Tennessee
$79.3M -$12.9M -391,922 -14%
JHIU
47
Janus Henderson Investors US
Colorado
$75.4M -$13.5M -412,340 -15%
JP Morgan Chase
48
JP Morgan Chase
New York
$74.8M -$135M -4,129,580 -65%
Ameriprise
49
Ameriprise
Minnesota
$73.6M +$16M +486,606 +28%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$70.4M +$4.54M +138,382 +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.