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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
BSWMG
726
Barrington Strategic Wealth Management Group
Illinois
$206K +$202K +6,156 New
Tudor Investment Corp
727
Tudor Investment Corp
Connecticut
$206K +$203K +6,180 New
CG
728
Clinton Group
New York
$203K +$200K +6,084 New
IC
729
IKOS CIF
Cyprus
$203K +$201K +6,118 New
GA
730
Geneva Advisors
Illinois
$202K +$198K +6,042 New
GSBTD
731
Glenview State Bank Trust Department
Illinois
$200K +$197K +6,000 New
ST
732
Stifel Trust
Missouri
$187K
MBE
733
Michael B. Elefante
$184K
JT
734
Jump Trading
Illinois
$182K +$179K +5,444 New
LI
735
LMCG Investments
Massachusetts
$179K +$4.53K +138 +3%
GLI
736
Guardian Life Insurance
New York
$175K -$197K -5,994 -53%
EWM
737
Elite Wealth Management
Washington
$157K
WA
738
WealthTrust-Arizona
Arizona
$148K
HCA
739
Horan Capital Advisors
Ohio
$144K +$141K +4,300 New
RNS
740
Robert N. Shapiro
$143K -$44.3K -1,350 -24%
SAMC
741
Shinko Asset Management Company
Japan
$140K -$13.1K -400 -9%
ATC
742
Adirondack Trust Company
New York
$138K +$41.5K +1,264 +44%
CCM
743
Chilton Capital Management
Texas
$134K
FWM
744
Focused Wealth Management
New York
$129K +$63.5K +1,936 +100%
FMLI
745
Fukoku Mutual Life Insurance
Japan
$127K
OIA
746
Optimum Investment Advisors
Illinois
$122K -$26.2K -800 -18%
SIA
747
Sit Investment Associates
Minnesota
$120K +$16.4K +500 +16%
DA
748
Denali Advisors
California
$114K +$112K +3,400 New
FWC
749
First Washington Corp
Washington
$114K +$112K +3,400 New
CCS
750
Crosspoint Capital Strategies
California
$107K +$108K +3,300 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.