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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
OSAM
651
O'Shaughnessy Asset Management
Connecticut
$335K -$1.64M -50,030 -83%
ASN
652
Advisory Services Network
Georgia
$335K +$329K +10,020 New
HSA
653
Hussman Strategic Advisors
Maryland
$334K -$29.5M -900,000 -99%
SDJVC
654
St. Denis J. Villere & Co
Louisiana
$334K
HA
655
Hamel Associates
New Jersey
$334K +$328K +10,000 New
BT
656
Bankers Trust
Iowa
$333K -$4.33K -132 -1%
G
657
GlobalBridge
Minnesota
$320K +$19K +578 +6%
PNC
658
Park National Corp
Ohio
$319K -$197 -6 -0.1%
Mariner
659
Mariner
Kansas
$318K -$21.2K -646 -6%
JIC
660
Johnson Investment Counsel
Ohio
$313K +$23K +700 +8%
BKBG
661
BHF Kleinwort Benson Group
Belgium
$310K +$306K +9,328 New
HBT
662
Hills Bank & Trust
Iowa
$308K
SNT
663
Security National Trust
West Virginia
$308K +$13.1K +400 +5%
1SB
664
1ST Source Bank
Indiana
$305K +$300K +9,144 New
IPRC
665
Indices-Pac Research Corporation
New Jersey
$304K +$299K +9,108 New
ECM
666
Endex Capital Management
Kansas
$303K
CIS
667
Capital International Sarl
California
$301K
Carson Wealth (CWM LLC)
668
Carson Wealth (CWM LLC)
Nebraska
$301K +$125K +3,800 +73%
CL
669
CIM LLC
New York
$299K -$984 -30 -0.3%
TF
670
Tompkins Financial
New York
$296K +$51.6K +1,574 +22%
IIM
671
Ipswich Investment Management
Massachusetts
$295K +$23K +700 +9%
PAS
672
Partnervest Advisory Services
California
$293K +$117K +3,578 +69%
PP
673
Patten & Patten
Tennessee
$290K -$1.64K -50 -0.6%
NB
674
Norinchukin Bank
Japan
$282K -$2.3K -70 -0.8%
FNBSF
675
First National Bank Sioux Falls
South Dakota
$280K

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.