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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
LTFS
526
Ladenburg Thalmann Financial Services
Florida
$623K +$102K +3,392 +20%
SONJCPFA
527
State of New Jersey Common Pension Fund A
New Jersey
$620K
Neuberger Berman Group
528
Neuberger Berman Group
New York
$618K -$183K -6,082 -23%
AIP
529
Ameritas Investment Partners
Nebraska
$615K +$597K +19,832 New
AP
530
Appleton Partners
Massachusetts
$610K -$19.6K -650 -3%
Bessemer Group
531
Bessemer Group
New Jersey
$589K +$481K +15,988 +533%
WP
532
WMS Partners
Maryland
$588K +$8.31K +276 +1%
WTIM
533
Wilmington Trust Investment Management
Delaware
$572K
BFS
534
Bradley Foster & Sargent
Connecticut
$571K +$35K +1,164 +7%
SHA
535
Smith Hayes Advisers
Nebraska
$571K +$38.1K +1,266 +7%
BWP
536
Baldwin Wealth Partners
Massachusetts
$568K +$79.8K +2,650 +17%
Jacobs Levy Equity Management
537
Jacobs Levy Equity Management
New Jersey
$565K +$549K +18,240 New
OMCS
538
Old Mutual Customised Solutions
South Africa
$552K
CC
539
ClearArc Capital
Ohio
$547K -$8.43K -280 -2%
WS
540
Wedbush Securities
California
$543K +$18.7K +622 +4%
Walleye Trading
541
Walleye Trading
New York
$528K -$367K -12,204 -42%
Robeco Institutional Asset Management
542
Robeco Institutional Asset Management
Netherlands
$523K
ECM
543
ETrade Capital Management
Virginia
$519K +$70.2K +2,332 +16%
WCBA
544
Weaver C. Barksdale & Associates
Tennessee
$512K -$16.6K -550 -3%
TRCT
545
Tower Research Capital (TRC)
New York
$505K +$490K +16,290 New
VKH
546
Virtu KCG Holdings
New York
$504K +$489K +16,254 New
SAS
547
Spectrum Advisory Services
Georgia
$493K -$41.2K -1,370 -8%
WB
548
WesBanco Bank
West Virginia
$492K +$18.1K +600 +4%
CI
549
Constellation Investments
Ohio
$490K +$24.1K +800 +5%
LWI
550
Long Wharf Investors
Massachusetts
$486K -$43.4K -1,440 -8%

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.