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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
PIM
601
Provident Investment Management
Michigan
$475K
TCB
602
Texas Capital Bancshares
Texas
$475K +$148K +4,504 +46%
PWLP
603
Prio Wealth Limited Partnership
Massachusetts
$474K +$26.2K +800 +6%
TRCT
604
Tower Research Capital (TRC)
New York
$471K -$71.8K -2,190 -13%
CFA
605
Carroll Financial Associates
North Carolina
$469K +$4.92K +150 +1%
BPCE
606
Bank Pictet & Cie (Europe)
Germany
$467K +$459K +13,980 New
RIA
607
Regal Investment Advisors
Michigan
$465K +$10.3K +314 +2%
UAM
608
UAS Asset Management
New York
$458K +$449K +13,700 New
HTHT
609
Hemenway Trust Hemenway Trust
New Hampshire
$441K +$32.8K +1,000 +8%
CHC
610
City Holding Co
West Virginia
$440K +$433K +13,188 New
GBA
611
Garrison Bradford & Associates
New York
$434K
BONST
612
Bank of Nova Scotia Trust
Ontario, Canada
$433K -$917K -27,950 -68%
AP
613
Advisor Partners
California
$432K +$21.3K +648 +5%
ACM
614
Argyle Capital Management
Pennsylvania
$430K
BCM
615
Buckhead Capital Management
Georgia
$429K -$41.9K -1,276 -9%
Bank of Nova Scotia
616
Bank of Nova Scotia
Ontario, Canada
$428K +$20.5K +624 +5%
BC
617
Brinker Capital
Pennsylvania
$416K +$14.6K +446 +4%
FHB
618
First Hawaiian Bank
Hawaii
$411K
LNWWM
619
Laird Norton Wetherby Wealth Management
California
$408K -$12.1K -368 -3%
GAM
620
Gotham Asset Management
New York
$407K -$984 -30 -0.2%
WSC
621
Wellington Shields & Co
New York
$405K +$65.6K +2,000 +20%
SGAM
622
Steinberg Global Asset Management
Florida
$405K +$398K +12,130 New
CBU
623
CIBC Bank USA
Illinois
$404K -$16.1K -490 -4%
TWM
624
Torch Wealth Management
Ohio
$404K +$397K +12,100 New
WB
625
Webster Bank
Connecticut
$403K -$84.3K -2,570 -18%

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.