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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
ACM
701
Antonetti Capital Management
Florida
$72K
KTC
702
Kistler-Tiffany Companies
Pennsylvania
$69K +$60 +2 +0.1%
WA
703
Waverly Advisors
Alabama
$63K +$61.5K +2,042 New
AA
704
Apriem Advisors
California
$62K
FANJ
705
Financial Architects (New Jersey)
New Jersey
$62K
AIM
706
Assured Investment Management
New York
$61K +$59K +1,960 New
FWM
707
Focused Wealth Management
New York
$60K +$58.1K +1,930 New
PMFA
708
Plante Moran Financial Advisors
Michigan
$57K
S
709
SignatureFD
Georgia
$57K +$49.1K +1,630 +734%
GAAM
710
Guinness Atkinson Asset Management
California
$56K
OSNBOA
711
Old Second National Bank of Aurora
Illinois
$56K
MAM
712
Mizuho Asset Management
Japan
$54K
EFSCE
713
Enterprise Financial Services Corp (EFSC)
Missouri
$46K +$1.75K +58 +4%
ST
714
SpiderRock Trading
Illinois
$44K
Manulife (Manufacturers Life Insurance)
715
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.5K -$32M -1,063,836 -44%
CAL
716
Capital Analysts LLC
Pennsylvania
$41.5K
Jones Financial Companies
717
Jones Financial Companies
Missouri
$33K +$24.1K +802 +321%
CA
718
CapWealth Advisors
Tennessee
$31K +$30.3K +1,008 New
BPBT
719
Boston Private Bank & Trust
Massachusetts
$27K
CFS
720
Community Financial System
New York
$25K
PVH
721
Psagot Value Holdings
Israel
$25K
M
722
MOTCO
Texas
$23K
BC
723
Bartlett & Co
Ohio
$23K +$4.52K +150 +25%
FAM
724
Fred Alger Management
New York
$23K +$5.42K +180 +32%
HDIM
725
Hanson & Doremus Investment Management
Vermont
$22K +$21.1K +700 New

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.