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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
SA
526
Strategic Advisors
New York
$762K -$13.1K -400 -2%
HTC
527
Haverford Trust Company
Pennsylvania
$757K +$744K +22,668 New
SHWM
528
Smith & Howard Wealth Management
Georgia
$756K
ST
529
Somerset Trust
Pennsylvania
$751K +$738K +22,482 New
PAM
530
PartnerRe Asset Management
Connecticut
$749K -$41.6K -1,268 -5%
AII
531
AGF Investments Inc
Ontario, Canada
$749K +$735K +22,400 New
MMG
532
Monetary Management Group
Missouri
$748K -$36.1K -1,100 -5%
BFS
533
Bradley Foster & Sargent
Connecticut
$741K +$123K +3,762 +20%
CLOS
534
Compagnie Lombard Odier SCmA
Switzerland
$740K +$725K +22,110 New
PIM
535
Penobscot Investment Management
Massachusetts
$734K +$49.9K +1,520 +7%
VAM
536
Visium Asset Management
New York
$734K +$721K +21,990 New
CAN
537
Cetera Advisor Networks
California
$728K +$329K +10,028 +85%
FMWA
538
Forvis Mazars Wealth Advisors
Missouri
$722K -$731K -22,290 -51%
RW
539
Rand Wealth
Maryland
$722K -$2.43K -74 -0.3%
CCT
540
Capital City Trust
Florida
$721K +$5.91K +180 +0.8%
ZIC
541
ZWJ Investment Counsel
Georgia
$707K -$25.8K -786 -4%
MYAM
542
Meiji Yasuda Asset Management
Japan
$706K -$16.5K -502 -2%
PFPT
543
Pinnacle Financial Partners (Tennessee)
Tennessee
$705K +$24K +732 +4%
CA
544
Cetera Advisors
Colorado
$703K +$223K +6,786 +48%
BAM
545
Barrett Asset Management
New York
$702K
DnB Asset Management
546
DnB Asset Management
Norway
$700K -$13.1K -400 -2%
IOOF
547
Independent Order of Foresters
Ontario, Canada
$691K
Toronto Dominion Bank
548
Toronto Dominion Bank
Ontario, Canada
$690K +$488K +14,878 +258%
LTFS
549
Ladenburg Thalmann Financial Services
Florida
$680K +$10.9K +332 +2%
AP
550
Appleton Partners
Massachusetts
$672K +$14.4K +440 +2%

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.