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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
BO
476
Bank OZK
Arkansas
$935K +$909K +30,188 New
ST
477
Semper Trust
Pennsylvania
$932K +$277K +9,200 +44%
NSEDCP
478
NJ State Employees Deferred Compensation Plan
New Jersey
$930K
SCM
479
Sterling Capital Management
North Carolina
$915K +$12.3K +410 +1%
PA
480
Profund Advisors
Maryland
$914K -$54.8K -1,820 -6%
JFGIW
481
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$904K -$16K -532 -2%
NPF
482
Norris Perne & French
Michigan
$894K -$54.2K -1,800 -6%
DP
483
Dearborn Partners
Illinois
$891K +$33.3K +1,106 +4%
SNBOSD
484
Security National Bank of So Dak
Iowa
$868K +$32.2K +1,070 +4%
BHWM
485
Bar Harbor Wealth Management
New Hampshire
$857K -$6.62K -220 -0.8%
Twin Tree Management
486
Twin Tree Management
Texas
$842K +$818K +27,158 New
PSI
487
Pinnacle Summer Investments
Virginia
$840K
Daiwa Securities Group
488
Daiwa Securities Group
Japan
$837K -$30.1K -1,000 -4%
Rafferty Asset Management
489
Rafferty Asset Management
New York
$812K -$374K -12,434 -32%
RBA
490
Richard Bernstein Advisors
New York
$804K
CWM
491
Calamos Wealth Management
Illinois
$803K +$780K +25,920 New
PCM
492
Perkins Capital Management
Minnesota
$797K -$178K -5,900 -19%
CCM
493
Catawba Capital Management
Virginia
$772K
ICAS
494
Investors Capital Advisory Services
Massachusetts
$772K +$272K +9,028 +57%
FA
495
FMA Advisory
Pennsylvania
$770K -$4.28K -142 -0.6%
EOJOAM
496
E. Ohman J:or Asset Management
Sweden
$769K
DL
497
Delta Lloyd
Netherlands
$763K +$87.1K +2,892 +13%
Fuller & Thaler Asset Management
498
Fuller & Thaler Asset Management
California
$762K +$175K +5,800 +31%
RC
499
RegentAtlantic Capital
New Jersey
$760K +$15.6K +518 +2%
Brown Advisory
500
Brown Advisory
Maryland
$742K -$99.5K -3,304 -12%

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.