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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
ACM
776
Antonetti Capital Management
Florida
$34K -$42.6K -1,300 -56%
MUMSS
777
Mitsubishi UFJ Morgan Stanley Securities
Japan
$33K +$32.8K +1,000 New
CFS
778
Community Financial System
New York
$32K +$5.18K +158 +20%
CFN
779
Cordasco Financial Network
Florida
$30K +$29.5K +900 New
BPBT
780
Boston Private Bank & Trust
Massachusetts
$29K
HF
781
Hoxton Financial
West Virginia
$27K +$7.41K +226 +39%
BC
782
Bartlett & Co
Ohio
$23K -$1.64K -50 -7%
HDIM
783
Hanson & Doremus Investment Management
Vermont
$23K
FA
784
Financial Advantage
Maryland
$22K
FAM
785
Fred Alger Management
New York
$21K -$3.15K -96 -13%
IRS
786
Invictus RG (Singapore)
Singapore
$20K -$198K -6,028 -91%
RA
787
Rational Advisors
New York
$20K -$1.31K -40 -6%
GG
788
Gofen & Glossberg
Illinois
$20K
AP
789
Advisors Preferred
Maryland
$20K +$20.3K +620 New
WIC
790
Willis Investment Counsel
Georgia
$19.7K -$2.04M -62,210 -10%
MWP
791
MYCIO Wealth Partners
Pennsylvania
$17K
PCTC
792
Perkins Coie Trust Company
Washington
$16K +$15.7K +480 New
HFM
793
Hartford Financial Management
Connecticut
$15K
SEC
794
Seven Eight Capital
New York
$13K +$13.1K +400 New
DAM
795
Delta Asset Management
Tennessee
$10K -$7.22K -220 -42%
TWA
796
TCI Wealth Advisors
Arizona
$10K
MIM
797
Marco Investment Management
Georgia
$9.18K +$9.91K +302 +0.1%
SFPIA
798
Stevens First Principles Investment Advisors
California
$8K
TFO
799
Tarbox Family Office
California
$8K +$7.81K +238 New
MRCM
800
M&R Capital Management
New Jersey
$7.28K -$422K -12,856 -6%

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.