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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
CBU
576
CIBC Bank USA
Illinois
$390K -$395K -13,110 -51%
LNWWM
577
Laird Norton Wetherby Wealth Management
California
$390K +$11.7K +388 +3%
MBTD
578
Mechanics Bank - Trust Department
California
$385K -$15.1K -500 -4%
FHB
579
First Hawaiian Bank
Hawaii
$381K
AP
580
Advisor Partners
California
$381K +$10.7K +356 +3%
GAM
581
Gotham Asset Management
New York
$379K +$1.57K +52 +0.4%
Bank of Nova Scotia
582
Bank of Nova Scotia
Ontario, Canada
$378K -$28.2K -936 -7%
HTHT
583
Hemenway Trust Hemenway Trust
New Hampshire
$378K +$10.2K +340 +3%
ONB
584
Old National Bancorp
Indiana
$377K
MCM
585
Maple Capital Management
Vermont
$372K
BC
586
Brinker Capital
Pennsylvania
$372K +$362K +12,010 New
JIC
587
Joel Isaacson & Co
New York
$370K
NPC
588
National Planning Corporation
California
$366K +$96.7K +3,212 +38%
CAN
589
Cetera Advisor Networks
California
$362K +$8.43K +280 +2%
CCM
590
Carderock Capital Management
Maryland
$362K +$352K +11,682 New
PG
591
PEAK6 Group
Illinois
$361K +$473K +15,700 +207%
FNB
592
First Niagara Bank
New York
$359K
CCA
593
Cobblestone Capital Advisors
New York
$357K
FHA
594
First Horizon Advisors
Tennessee
$356K +$337K +11,210 +4,312%
FCB
595
First Citizens Bancorporation
South Carolina
$353K +$342K +11,370 New
WTC
596
WhitTier Trust Company
Nevada
$351K
GLI
597
Guardian Life Insurance
New York
$349K
NBC
598
Neuberger Berman Canada
Ontario, Canada
$348K -$614K -20,380 -64%
GLRA
599
Gerald L. Ray & Associates
Texas
$346K
CA
600
Cornerstone Advisors
North Carolina
$341K

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.