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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
BBHC
651
Brown Brothers Harriman & Co
New York
$234K -$30.1K -1,000 -12%
GIS
652
Guardian Investor Services
New York
$232K -$3.85K -128 -2%
GHA
653
GW Henssler & Associates
Georgia
$230K +$120 +4 +0.1%
PP
654
Prudential plc
United Kingdom
$229K
TF
655
Tompkins Financial
New York
$226K -$8.43K -280 -4%
SCM
656
SOL Capital Management
Maryland
$226K -$6.02K -200 -3%
GC
657
Grimes & Company
Massachusetts
$225K
TT
658
Tiedemann Trust
Delaware
$223K +$217K +7,210 New
HC
659
Hendley & Co
Ohio
$222K -$3.61K -120 -2%
CDH
660
Charles D. Hyman
$222K
GIA
661
GHP Investment Advisors
Colorado
$220K
FM
662
Foster & Motley
Ohio
$217K
PTB
663
Pioneer Trust Bank
Oregon
$216K
SCM
664
Shelton Capital Management
Colorado
$214K -$12K -400 -5%
BCM
665
BTR Capital Management
California
$214K
CIC
666
Chilton Investment Company
Connecticut
$212K +$206K +6,838 New
MCM
667
Manchester Capital Management
Vermont
$207K -$62.1K -2,062 -24%
IRS
668
Invictus RG (Singapore)
Singapore
$206K +$147K +4,892 +280%
AW
669
Alpha Windward
Massachusetts
$205K +$1.63K +54 +0.8%
DT
670
Diversified Trust
Tennessee
$203K +$197K +6,540 New
LMF
671
LMR Master Fund
Cayman Islands
$203K +$197K +6,556 New
DWA
672
Douglass Winthrop Advisors
New York
$202K +$196K +6,526 New
LWCFA
673
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$200K
AFC
674
AFT Forsyth & Company
Florida
$180K
Toronto Dominion Bank
675
Toronto Dominion Bank
Ontario, Canada
$178K -$281K -9,340 -62%

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.