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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
NYLT
751
New York Life Trust
New York
$99K -$38.8K -1,184 -29%
DIA
752
Davidson Investment Advisors
Montana
$95K
TCM
753
Tradewinds Capital Management
Washington
$88K +$86.7K +2,644 New
LFG
754
LifePlan Financial Group
Ohio
$87K +$459 +14 +0.5%
FFC
755
First Financial Corp
Indiana
$86K
IMS
756
Index Management Solutions
Pennsylvania
$80K -$43.3K -1,320 -35%
First Manhattan
757
First Manhattan
New York
$80K -$984 -30 -1%
WEC
758
Winslow Evans & Crocker
Massachusetts
$79K +$77.4K +2,358 New
KTC
759
Kistler-Tiffany Companies
Pennsylvania
$74K +$131 +4 +0.2%
GAAM
760
Guinness Atkinson Asset Management
California
$71K +$10.5K +320 +18%
NES
761
New England Securities
New York
$69K -$96K -2,926 -59%
AA
762
Apriem Advisors
California
$67K
BCM
763
Blume Capital Management
California
$67K +$65.6K +2,000 New
S
764
SignatureFD
Georgia
$62K
PMFA
765
Plante Moran Financial Advisors
Michigan
$62K +$525 +16 +0.9%
OSNBOA
766
Old Second National Bank of Aurora
Illinois
$60K
MAM
767
Mizuho Asset Management
Japan
$58K
EFSCE
768
Enterprise Financial Services Corp (EFSC)
Missouri
$56K +$6.56K +200 +13%
CAL
769
Capital Analysts LLC
Pennsylvania
$54.8K +$9.84K +300 +22%
PTCG
770
Pring Turner Capital Group
California
$47K +$45.9K +1,400 New
Manulife (Manufacturers Life Insurance)
771
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.4K -$3.31M -100,864 -7%
WA
772
Waverly Advisors
Alabama
$42K -$26K -794 -39%
ST
773
Smithfield Trust
Pennsylvania
$40K +$32.8K +1,000 +500%
CCM
774
Credo Capital Management
Maryland
$40K +$39.3K +1,198 New
CFG
775
CKW Financial Group
Hawaii
$40K +$39.7K +1,210 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.