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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
NIM
801
NuWave Investment Management
New Jersey
$7K -$88.9K -2,710 -93%
AC
802
Alexandria Capital
Virginia
$7K
TFA
803
Transamerica Financial Advisors
Florida
$7K
VIA
804
Vantage Investment Advisors
Pennsylvania
$7K +$7.22K +220 New
EU
805
Emory University
Georgia
$6K
SMG
806
Spectrum Management Group
Indiana
$6K +$5.91K +180 New
ZTNA
807
Zions Trust National Association
Utah
$6K +$6.23K +190 New
PCM
808
Prelude Capital Management
New York
$5K -$1.31K -40 -20%
CAW
809
Cornerstone Advisors (Washington)
Washington
$5K
GI
810
Gradient Investments
Minnesota
$4K
HRIA
811
Haberer Registered Investment Advisor
Ohio
$4K
DBT
812
Dubuque Bank & Trust
Iowa
$3K
FAM
813
Formidable Asset Management
Ohio
$3K
UB
814
UMB Bank
Missouri
$2.87K +$123K +3,764 +5%
WRM
815
Westport Resources Management
Connecticut
$1K
KT
816
Kanaly Trust
Texas
$1K +$919 +28 New
EMA
817
Efficient Market Advisors
California
$1K +$1.31K +40 New
DIA
818
Denver Investment Advisors
Colorado
$424
Two Sigma Investments
819
Two Sigma Investments
New York
-$58M -1,870,410 Closed
AI
820
Analytic Investors
California
-$10.7M -346,744 Closed
OAC
821
OMERS Administration Corp
Ontario, Canada
-$10.6M -342,200 Closed
MWNA
822
Marshall Wace North America
New York
-$5.99M -193,128 Closed
MAM
823
Martingale Asset Management
Massachusetts
-$5.38M -173,548 Closed
BA
824
Bridgewater Associates
Connecticut
-$4.38M -141,296 Closed
CII
825
CR Intrinsic Investors
Connecticut
-$3.72M -120,000 Closed

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.