We are live on ! Find out more

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
UBWV
626
United Bank (West Virginia)
West Virginia
$400K +$99K +3,018 +34%
JIC
627
Joel Isaacson & Co
New York
$399K
DADC
628
D.A. Davidson & Co
Montana
$397K +$47.9K +1,460 +14%
VRS
629
Virginia Retirement Systems
Virginia
$395K +$91.7K +2,796 +31%
CCM
630
Carderock Capital Management
Maryland
$393K +$2.82K +86 +0.7%
FHA
631
First Horizon Advisors
Tennessee
$387K +$4.07K +124 +1%
CCA
632
Cobblestone Capital Advisors
New York
$385K
MBTD
633
Mechanics Bank - Trust Department
California
$384K -$30.8K -938 -8%
MCM
634
Maple Capital Management
Vermont
$384K -$16.4K -500 -4%
Walleye Trading
635
Walleye Trading
New York
$383K -$183K -5,572 -33%
NPC
636
National Planning Corporation
California
$382K -$4.92K -150 -1%
GLRA
637
Gerald L. Ray & Associates
Texas
$373K
FCB
638
First Citizens Bancorporation
South Carolina
$370K -$9.84K -300 -3%
Massachusetts Financial Services
639
Massachusetts Financial Services
Massachusetts
$368K +$58.4K +1,780 +19%
CA
640
Cornerstone Advisors
North Carolina
$367K
William Blair & Company
641
William Blair & Company
Illinois
$359K -$7.94K -242 -2%
FNB
642
First Niagara Bank
New York
$356K -$30.8K -938 -8%
BFA
643
Bragg Financial Advisors
North Carolina
$354K +$78.8K +2,402 +29%
PM
644
Parametrica Management
Hong Kong
$350K +$344K +10,478 New
SMU
645
Signet Management USA
Virginia
$347K +$341K +10,398 New
FNBT
646
FineMark National Bank & Trust
Florida
$344K -$1.97K -60 -0.6%
AIC
647
Atlantic Investment Company
Georgia
$343K
WTC
648
WhitTier Trust Company
Nevada
$338K -$39.4K -1,200 -11%
P
649
Pitcairn
Pennsylvania
$336K -$1.18K -36 -0.4%
LC
650
Lilley & Co
Michigan
$336K +$6.56K +200 +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.