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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
ST
676
Stifel Trust
Missouri
$174K -$1.5K -50 -0.9%
RNS
677
Robert N. Shapiro
$174K +$10.5K +350 +7%
MBE
678
Michael B. Elefante
$171K
LI
679
LMCG Investments
Massachusetts
$162K -$13.3K -442 -8%
PAS
680
Partnervest Advisory Services
California
$161K +$36K +1,196 +30%
Carson Wealth (CWM LLC)
681
Carson Wealth (CWM LLC)
Nebraska
$161K +$157K +5,200 New
NES
682
New England Securities
New York
$155K -$3.73K -124 -2%
EWM
683
Elite Wealth Management
Washington
$146K +$30.1K +1,000 +27%
SAMC
684
Shinko Asset Management Company
Japan
$143K -$30.1K -1,000 -18%
WA
685
WealthTrust-Arizona
Arizona
$138K
OIA
686
Optimum Investment Advisors
Illinois
$138K +$134K +4,450 New
NYLT
687
New York Life Trust
New York
$128K -$20.4K -676 -14%
MS
688
Madison Scottsdale
Arizona
$124K
CCM
689
Chilton Capital Management
Texas
$124K
FMLI
690
Fukoku Mutual Life Insurance
Japan
$118K
IMS
691
Index Management Solutions
Pennsylvania
$115K +$112K +3,722 New
SIA
692
Sit Investment Associates
Minnesota
$96K
ATC
693
Adirondack Trust Company
New York
$90K
NIM
694
NuWave Investment Management
New Jersey
$90K +$76.2K +2,532 +663%
DIA
695
Davidson Investment Advisors
Montana
$89K
AWMS
696
Advocacy Wealth Management Services
Georgia
$87K
FFC
697
First Financial Corp
Indiana
$80K
LFG
698
LifePlan Financial Group
Ohio
$80K +$482 +16 +0.6%
Parallax Volatility Advisers
699
Parallax Volatility Advisers
California
$79K -$783K -26,024 -91%
First Manhattan
700
First Manhattan
New York
$75K +$903 +30 +1%

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.