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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
LAM
76
Lyrical Asset Management
New York
$42.1M +$16.4M +498,558 +66%
Retirement Systems of Alabama
77
Retirement Systems of Alabama
Alabama
$40.7M -$3.41M -103,978 -8%
O
78
OppenheimerFunds
New York
$39.1M -$474K -14,440 -1%
H
79
Hexavest
Quebec, Canada
$39M +$21.9M +666,650 +133%
WCM
80
Winton Capital Management
United Kingdom
$38.6M +$18.7M +569,936 +98%
Lord, Abbett & Co
81
Lord, Abbett & Co
New Jersey
$37.7M -$164K -5,000 -0.4%
QI
82
QV Investors
Alberta, Canada
$37M +$36.4M +1,108,220 New
TAM
83
Todd Asset Management
Kentucky
$36.9M -$3.04M -92,568 -8%
BJ
84
BlackRock Japan
Japan
$36.8M -$1.08M -32,936 -3%
RFC
85
Regions Financial Corp
Alabama
$36.2M -$569K -17,344 -2%
SCM
86
Smead Capital Management
Arizona
$36M +$2.83M +86,320 +9%
SM
87
Seminole Management
New York
$35.9M -$21.3M -650,400 -38%
DC
88
Davenport & Co
Virginia
$35.9M +$922K +28,114 +3%
Principal Financial Group
89
Principal Financial Group
Iowa
$35M +$160K +4,864 +0.5%
CCM
90
Check Capital Management
California
$33.6M -$7.36M -224,480 -18%
Swiss National Bank
91
Swiss National Bank
Switzerland
$33.1M -$610K -18,600 -2%
Canada Pension Plan Investment Board
92
Canada Pension Plan Investment Board
Ontario, Canada
$32.7M -$3.44M -104,794 -10%
GMI
93
Greystone Managed Investments
Saskatchewan, Canada
$32.6M -$6.25M -190,660 -16%
Canada Life
94
Canada Life
Manitoba, Canada
$31.7M +$6.19M +188,648 +25%
TH
95
TCTC Holdings
Texas
$31.1M -$32.8K -1,000 -0.1%
APG Asset Management
96
APG Asset Management
Netherlands
$30.8M -$764K -23,294 -2%
GIP
97
Greatmark Investment Partners
Georgia
$30.8M -$494K -15,062 -2%
Grantham, Mayo, Van Otterloo & Co (GMO)
98
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$29.8M -$4.06M -123,764 -12%
Ohio Public Employees Retirement System (OPERS)
99
Ohio Public Employees Retirement System (OPERS)
Ohio
$27.8M -$126K -3,840 -0.5%
HSBC Holdings
100
HSBC Holdings
United Kingdom
$27.1M -$3.3M -100,706 -11%

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.