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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
PAM
501
PartnerRe Asset Management
Connecticut
$735K -$96.3K -3,198 -12%
SI
502
SII Investments
Wisconsin
$729K +$117K +3,880 +19%
MMG
503
Monetary Management Group
Missouri
$728K
AIM
504
Acuity Investment Management
Ontario, Canada
$724K +$704K +23,400 New
AB
505
Amalgamated Bank
New York
$723K -$16.7K -556 -2%
SA
506
Strategic Advisors
New York
$719K +$319K +10,600 +84%
CTA
507
Chesley Taft & Associates
Illinois
$709K +$30.1K +1,000 +5%
SHWM
508
Smith & Howard Wealth Management
Georgia
$702K
FA
509
FDx Advisors
Illinois
$697K -$152K -5,064 -18%
Arrowstreet Capital
510
Arrowstreet Capital
Massachusetts
$695K -$500K -16,606 -43%
NJBEST
511
New Jersey Better Educational Savings Trust
New Jersey
$682K +$662K +22,000 New
ZIC
512
ZWJ Investment Counsel
Georgia
$681K -$2.05K -68 -0.3%
QI
513
QS Investors
New York
$679K -$2.86M -95,098 -81%
RW
514
Rand Wealth
Maryland
$672K
MYAM
515
Meiji Yasuda Asset Management
Japan
$671K +$196K +6,520 +43%
DnB Asset Management
516
DnB Asset Management
Norway
$662K +$643K +21,360 New
WT
517
Washington Trust
Rhode Island
$657K -$12K -398 -2%
WJA
518
Williams Jones & Associates
New York
$655K +$120K +4,000 +23%
BAM
519
Barrett Asset Management
New York
$652K -$30.1K -1,000 -5%
WFM
520
Wilmington Funds Management
Delaware
$648K
IOOF
521
Independent Order of Foresters
Ontario, Canada
$642K
PIM
522
Penobscot Investment Management
Massachusetts
$634K +$70.4K +2,340 +13%
PFPT
523
Pinnacle Financial Partners (Tennessee)
Tennessee
$632K -$56.3K -1,870 -8%
SC
524
Scotia Capital
Ontario, Canada
$628K -$121K -4,006 -17%
CIM
525
Calvert Investment Management
Maryland
$625K -$11.7K -390 -2%

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.