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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
RA
726
Rational Advisors
New York
$20K -$2.53M -84,200 -99%
FA
727
Financial Advantage
Maryland
$20K
GG
728
Gofen & Glossberg
Illinois
$19K
HCC
729
Hirtle Callaghan & Co
Pennsylvania
$19K +$18.1K +600 New
SSG
730
Summit Securities Group
New York
$19K +$18.1K +600 New
HF
731
Hoxton Financial
West Virginia
$18K -$2.89K -96 -14%
DAM
732
Delta Asset Management
Tennessee
$16K -$3.98M -132,304 -100%
JFA
733
JNBA Financial Advisors
Minnesota
$16K
MWP
734
MYCIO Wealth Partners
Pennsylvania
$16K
HFM
735
Hartford Financial Management
Connecticut
$14K
PC
736
Polar Capital
United Kingdom
$13.9K +$903K +30,000 +7%
TCM
737
Tributary Capital Management
Nebraska
$12K -$3.34M -110,800 -100%
JEW
738
Jamison Eaton & Wood
New Jersey
$12K +$12K +400 New
Victory Capital Management
739
Victory Capital Management
Texas
$11K +$11.1K +370 New
TWA
740
TCI Wealth Advisors
Arizona
$9K
SFPIA
741
Stevens First Principles Investment Advisors
California
$7K
TFA
742
Transamerica Financial Advisors
Florida
$7K
PIM
743
Profit Investment Management
Maryland
$6.08K -$109K -3,630 -2%
AC
744
Alexandria Capital
Virginia
$6K -$13.2K -440 -69%
EU
745
Emory University
Georgia
$6K
ST
746
Smithfield Trust
Pennsylvania
$6K
PCM
747
Prelude Capital Management
New York
$6K +$6.02K +200 New
CAW
748
Cornerstone Advisors (Washington)
Washington
$5K +$783 +26 +21%
GI
749
Gradient Investments
Minnesota
$4K
HRIA
750
Haberer Registered Investment Advisor
Ohio
$4K

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.