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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
CDH
701
Charles D. Hyman
$239K
HC
702
Hendley & Co
Ohio
$236K -$3.28K -100 -1%
SSG
703
Summit Securities Group
New York
$234K +$210K +6,400 +1,067%
PTB
704
Pioneer Trust Bank
Oregon
$232K
FM
705
Foster & Motley
Ohio
$230K -$3.28K -100 -1%
BCM
706
BTR Capital Management
California
$230K
SCM
707
Shelton Capital Management
Colorado
$230K
CIC
708
Chilton Investment Company
Connecticut
$228K
GIA
709
GHP Investment Advisors
Colorado
$227K -$9.97K -304 -4%
HI
710
HBK Investments
Texas
$227K +$223K +6,800 New
NI
711
Numeric Investors
Massachusetts
$227K +$223K +6,800 New
BBHC
712
Brown Brothers Harriman & Co
New York
$226K -$26.2K -800 -11%
AWP
713
Ascent Wealth Partners
New York
$226K +$222K +6,760 New
NL
714
NWAM LLC
Washington
$223K -$82.9K -2,528 -27%
PPSG
715
Princeton Portfolio Strategies Group
New Jersey
$220K +$217K +6,600 New
DWA
716
Douglass Winthrop Advisors
New York
$218K
FTIOP
717
Fiduciary Trust International of Pennsylvania
Pennsylvania
$217K +$213K +6,500 New
AW
718
Alpha Windward
Massachusetts
$216K -$4.46K -136 -2%
DT
719
Diversified Trust
Tennessee
$216K -$2.49K -76 -1%
LWCFA
720
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$215K
IH
721
IFC Holdings
Florida
$215K +$210K +6,410 New
SFSG
722
Stearns Financial Services Group
North Carolina
$215K +$211K +6,422 New
RCM
723
Reynolds Capital Management
Nevada
$214K +$210K +6,400 New
FBFS
724
First Business Financial Services
Wisconsin
$214K +$210K +6,412 New
BMO
725
Beck Mack & Oliver
New York
$214K +$211K +6,418 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.