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756 hedge funds and large institutions have $18.5B invested in Aflac in 2013 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 284 increasing their positions, 285 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 49

26% more call options, than puts

Call options by funds: $273M | Put options by funds: $216M

9% more capital invested

Capital invested by funds: $17B → $18.5B (+$1.46B)

2.91% more ownership

Funds ownership: 125.61%128.52% (+2.9%)

2% more funds holding

Funds holding: 743756 (+13)

0% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 285

6% less funds holding in top 10

Funds holding in top 10: 3634 (-2)

Holders
756
Holders Change
+13
Holders Change %
+1.75%
% of All Funds
24.51%
Holding in Top 10
34
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.56%
% of All Funds
1.1%
New
68
Increased
284
Reduced
285
Closed
49
Calls
$273M
Puts
$216M
Net Calls
+$56.7M
Net Calls Change
+$86.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Retirement Systems of Alabama
76
Retirement Systems of Alabama
Alabama
$41M +$19.6K +650 +0%
CCM
77
Check Capital Management
California
$38.1M +$1.26M +41,848 +4%
MTB
78
Mizuho Trust & Banking
Japan
$37.5M
TAM
79
Todd Asset Management
Kentucky
$37.1M -$519K -17,240 -1%
O
80
OppenheimerFunds
New York
$36.7M +$2.94M +97,796 +9%
GMI
81
Greystone Managed Investments
Saskatchewan, Canada
$36.2M +$3.55M +117,768 +11%
GC
82
Guggenheim Capital
Illinois
$35.5M +$17.8M +590,306 +106%
BJ
83
BlackRock Japan
Japan
$35.2M -$136K -4,514 -0.4%
Lord, Abbett & Co
84
Lord, Abbett & Co
New Jersey
$35.1M -$765K -25,400 -2%
RFC
85
Regions Financial Corp
Alabama
$34.1M -$403K -13,392 -1%
Canada Pension Plan Investment Board
86
Canada Pension Plan Investment Board
Ontario, Canada
$33.6M +$20.7M +687,218 +174%
Aviva
87
Aviva
United Kingdom
$33.5M -$114K -3,802 -0.4%
DC
88
Davenport & Co
Virginia
$32.5M -$173K -5,732 -0.5%
Principal Financial Group
89
Principal Financial Group
Iowa
$32.3M -$1.01M -33,402 -3%
TA
90
Teachers Advisors
New York
$31.8M +$436K +14,492 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
91
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$31.5M -$5.15M -171,012 -14%
Swiss National Bank
92
Swiss National Bank
Switzerland
$31.3M +$434K +14,400 +1%
SCM
93
Smead Capital Management
Arizona
$30.7M +$4.69M +155,900 +19%
APG Asset Management
94
APG Asset Management
Netherlands
$29.3M -$5.63M -187,086 -17%
GIP
95
Greatmark Investment Partners
Georgia
$29M +$10M +332,162 +55%
TH
96
TCTC Holdings
Texas
$28.9M +$60.2K +2,000 +0.2%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$28.3M -$3.61M -120,024 -12%
HSA
98
Hussman Strategic Advisors
Maryland
$28.2M -$9.03M -300,000 -25%
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$27.2M -$397K -13,200 -1%
Ohio Public Employees Retirement System (OPERS)
100
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.9M -$1.2M -39,986 -5%

AFL Hedge Fund Activity: Q3 2013 in Review

756 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q3 2013, worth a combined $18.5B — up 8.6% from $17B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AFL positions and 49 closed out — a net gain of 19 holders — while 284 added to existing stakes and 285 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $269M. The largest seller was Fidelity Investments, cutting an estimated $153M.

  • 756 institutional investors held Aflac (AFL) as of Q3 2013, up from 743 in Q2 2013.
  • Funds reported $18.5B of Aflac stock for Q3 2013, up 8.6% quarter-over-quarter.
  • 68 funds opened new Aflac positions in Q3 2013 and 49 closed out, a net change of +19 holders.
  • The largest Aflac buyer in Q3 2013 was Wellington Management Group, an estimated $269M added.
  • The largest Aflac seller in Q3 2013 was Fidelity Investments, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2013.