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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
New York State Teachers Retirement System (NYSTRS)
51
New York State Teachers Retirement System (NYSTRS)
New York
$60.7M -$1.6M -53,250 -3%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$58.8M -$1.07M -35,664 -2%
KCM
53
Kames Capital Management
United Kingdom
$58.4M -$3.16M -104,936 -5%
Prudential Financial
54
Prudential Financial
New Jersey
$58M +$3.23M +107,292 +6%
Two Sigma Investments
55
Two Sigma Investments
New York
$58M +$30.3M +1,006,226 +116%
TCM
56
Tetrem Capital Management
Manitoba, Canada
$57.4M -$3.72M -123,642 -6%
Mitsubishi UFJ Trust & Banking
57
Mitsubishi UFJ Trust & Banking
Japan
$56M +$109K +3,620 +0.2%
TAM
58
Tocqueville Asset Management
New York
$55.4M +$1.57M +52,000 +3%
RFS
59
Rockefeller Financial Services
New York
$54M -$7.46M -247,650 -12%
PPA
60
Parametric Portfolio Associates
Washington
$53.7M +$671K +22,280 +1%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$53.6M +$3.73M +124,000 +8%
SM
62
Seminole Management
New York
$53.5M -$521K -17,310 -1%
Ameriprise
63
Ameriprise
Minnesota
$53.2M +$23.3M +773,566 +82%
Dimensional Fund Advisors
64
Dimensional Fund Advisors
Texas
$53.1M +$1.04M +34,470 +2%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$52M +$1.56M +51,782 +3%
Barclays
66
Barclays
United Kingdom
$51.2M +$5.23M +173,724 +12%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$50.4M -$588K -19,524 -1%
RIM
68
RS Investment Management
California
$48.8M +$8.15M +270,800 +21%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$46.6M +$8.93M +296,598 +25%
Macquarie Group
70
Macquarie Group
Australia
$44M -$28.9K -960 -0.1%
Adage Capital Partners
71
Adage Capital Partners
Massachusetts
$43.1M -$4.2M -139,422 -9%
MAA
72
Managed Account Advisors
New Jersey
$42.5M -$1.86M -61,754 -4%
SF
73
Synovus Financial
Georgia
$41.6M -$268K -8,900 -0.7%
WF
74
Welch & Forbes
Massachusetts
$41.5M -$45.7K -1,518 -0.1%
Citigroup
75
Citigroup
New York
$41.2M -$20.2M -672,332 -34%

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.