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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
JG
626
Jefferies Group
New York
$279K +$212K +7,032 +357%
UBWV
627
United Bank (West Virginia)
West Virginia
$278K
CL
628
CIM LLC
New York
$278K +$3.37K +112 +1%
CCT
629
Country Club Trust
Missouri
$276K -$210K -6,980 -44%
SNT
630
Security National Trust
West Virginia
$274K -$3.01K -100 -1%
MCM
631
Matarin Capital Management
New York
$273K
HPCM
632
High Pointe Capital Management
Illinois
$270K
PP
633
Patten & Patten
Tennessee
$270K
JIC
634
Johnson Investment Counsel
Ohio
$269K -$10.8K -358 -4%
MFS
635
MSI Financial Services
Massachusetts
$269K +$92.1K +3,058 +54%
NB
636
Norinchukin Bank
Japan
$264K +$256K +8,512 New
FNBSF
637
First National Bank Sioux Falls
South Dakota
$260K
PTC
638
Private Trust Company
Ohio
$258K +$8.19K +272 +3%
ST
639
Sabal Trust
Florida
$255K
BFA
640
Bragg Financial Advisors
North Carolina
$254K
IIM
641
Ipswich Investment Management
Massachusetts
$252K
MCWS
642
McKinley Carter Wealth Services
West Virginia
$252K +$245K +8,146 New
AA
643
ALPS Advisors
Colorado
$250K +$243K +8,064 New
BRWA
644
B. Riley Wealth Advisors
Florida
$249K +$6.86K +228 +3%
BG
645
Bahl & Gaynor
Ohio
$248K
HIM
646
Hermes Investment Management
United Kingdom
$248K
SHGA
647
Sand Hill Global Advisors
California
$248K +$241K +8,000 New
HT
648
HighTower Trust
Texas
$245K +$238K +7,900 New
MAA
649
Matrix Asset Advisors
New York
$241K
JWBC
650
J.W. Burns & Co
New York
$239K -$27.1K -900 -10%

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.