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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
FCBT
826
First Citizens Bank & Trust
North Carolina
-$2.73M -88,178 Closed
MC
827
Menta Capital
California
-$2.3M -74,200 Closed
OPCM
828
Osborne Partners Capital Management
California
-$2.21M -71,178 Closed
SIG
829
Schooner Investment Group
Pennsylvania
-$1.84M -58,000 Closed
LMAM
830
Legg Mason Asset Management
Japan
-$1.67M -53,800 Closed
FBB
831
Fulton Breakefield Broenniman
Maryland
-$1.59M -51,312 Closed
EMG
832
Ellington Management Group
Connecticut
-$1.56M -50,200 Closed
DPIM
833
Duff & Phelps Investment Management
Illinois
-$1.53M -49,240 Closed
NCM
834
Narwhal Capital Management
Georgia
-$973K -31,400 Closed
Twin Tree Management
835
Twin Tree Management
Texas
-$891K -27,158 Closed
CWM
836
Calamos Wealth Management
Illinois
-$803K -25,920 Closed
AIM
837
Acuity Investment Management
Ontario, Canada
-$724K -23,400 Closed
PG
838
PEAK6 Group
Illinois
-$764K -23,300 Closed
NJBEST
839
New Jersey Better Educational Savings Trust
New Jersey
-$682K -22,000 Closed
JWA
840
JFS Wealth Advisors
Pennsylvania
-$438K -14,120 Closed
NBC
841
Neuberger Berman Canada
Ontario, Canada
-$348K -11,220 Closed
Luther King Capital Management (LKCM)
842
Luther King Capital Management (LKCM)
Texas
-$300K -9,670 Closed
CCT
843
Country Club Trust
Missouri
-$276K -8,890 Closed
MCM
844
Matarin Capital Management
New York
-$273K -8,818 Closed
BCM
845
Bluefin Capital Management
New York
-$300K -8,534 Closed
MCM
846
Manchester Capital Management
Vermont
-$207K -6,692 Closed
LMF
847
LMR Master Fund
Cayman Islands
-$203K -6,556 Closed
MS
848
Madison Scottsdale
Arizona
-$124K -4,000 Closed
Parallax Volatility Advisers
849
Parallax Volatility Advisers
California
-$84K -2,562 Closed
FANJ
850
Financial Architects (New Jersey)
New Jersey
-$62K -2,000 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.