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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
EA
676
Emerald Advisers
Pennsylvania
$279K -$39.8K -1,212 -13%
BRWA
677
B. Riley Wealth Advisors
Florida
$274K +$5.64K +172 +2%
MFS
678
MSI Financial Services
Massachusetts
$272K -$17.4K -530 -6%
BAM
679
Brave Asset Management
New Jersey
$272K +$267K +8,150 New
BG
680
Bahl & Gaynor
Ohio
$268K
ICOA
681
Investment Centers of America
North Dakota
$267K -$38.4K -1,172 -12%
MCM
682
Monarch Capital Management
Indiana
$267K -$32.8K -1,000 -11%
ST
683
Sabal Trust
Florida
$267K -$7.22K -220 -3%
HIM
684
Hermes Investment Management
United Kingdom
$267K
SHGA
685
Sand Hill Global Advisors
California
$267K
HPCM
686
High Pointe Capital Management
Illinois
$264K -$26.2K -800 -9%
HT
687
HighTower Trust
Texas
$264K
SGH
688
Schonfeld Group Holdings
New York
$262K +$257K +7,846 New
MAA
689
Matrix Asset Advisors
New York
$260K
BCMIO
690
Beacon Capital Management Inc (Ohio)
Ohio
$260K +$256K +7,790 New
JWBC
691
J.W. Burns & Co
New York
$257K
PIA
692
Peachtree Investment Advisors
Georgia
$254K +$249K +7,590 New
PTC
693
Private Trust Company
Ohio
$252K -$25.1K -764 -9%
GHA
694
GW Henssler & Associates
Georgia
$252K +$3.28K +100 +1%
GIS
695
Guardian Investor Services
New York
$250K
GC
696
Grimes & Company
Massachusetts
$250K +$6.69K +204 +3%
PP
697
Prudential plc
United Kingdom
$247K
SCM
698
SOL Capital Management
Maryland
$244K
TT
699
Tiedemann Trust
Delaware
$240K
PVWM
700
Point View Wealth Management
New Jersey
$240K +$236K +7,198 New

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.