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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
Barclays
51
Barclays
United Kingdom
$67.4M +$11.9M +363,182 +22%
CIC
52
Crawford Investment Counsel
Georgia
$66.1M -$1.5M -45,822 -2%
New York State Teachers Retirement System (NYSTRS)
53
New York State Teachers Retirement System (NYSTRS)
New York
$61.8M -$3.57M -108,780 -6%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$61.6M -$1.71M -52,014 -3%
Dimensional Fund Advisors
55
Dimensional Fund Advisors
Texas
$60.2M +$2.93M +89,312 +5%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$60M +$2.19M +66,800 +4%
Prudential Financial
57
Prudential Financial
New Jersey
$60M -$2.46M -74,980 -4%
TCM
58
Tetrem Capital Management
Manitoba, Canada
$59.3M -$2.47M -75,350 -4%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$59.2M +$8.86M +270,200 +18%
Mitsubishi UFJ Trust & Banking
60
Mitsubishi UFJ Trust & Banking
Japan
$59M -$1.32M -40,220 -2%
TAM
61
Tocqueville Asset Management
New York
$57.3M -$2.36M -72,030 -4%
RFS
62
Rockefeller Financial Services
New York
$57.2M -$982K -29,948 -2%
PPA
63
Parametric Portfolio Associates
Washington
$57.1M -$741K -22,584 -1%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$56.4M +$381K +11,600 +0.7%
TA
65
Teachers Advisors
New York
$55.7M +$21.1M +642,816 +63%
KCM
66
Kames Capital Management
United Kingdom
$54.9M -$7.85M -239,320 -13%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$53.2M -$1.05M -32,096 -2%
RIM
68
RS Investment Management
California
$52M -$604K -18,400 -1%
GC
69
Guggenheim Capital
Illinois
$49.2M +$10.8M +328,290 +29%
Macquarie Group
70
Macquarie Group
Australia
$48.2M +$687K +20,932 +1%
Adage Capital Partners
71
Adage Capital Partners
Massachusetts
$47.7M +$1.19M +36,400 +3%
SF
72
Synovus Financial
Georgia
$45.2M +$362K +11,026 +0.8%
WF
73
Welch & Forbes
Massachusetts
$44.5M -$228K -6,956 -0.5%
MAA
74
Managed Account Advisors
New Jersey
$43.8M -$1.97M -59,992 -4%
MTB
75
Mizuho Trust & Banking
Japan
$43.3M +$1.01M +30,646 +2%

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.