We are live on ! Find out more

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
KG
126
Killen Group
Pennsylvania
$18.6M +$4.94M +164,000 +38%
MLICM
127
Metropolitan Life Insurance Company (MetLife)
New York
$18.2M -$133K -4,410 -0.7%
WCM
128
Winton Capital Management
United Kingdom
$18.1M -$9.52M -316,224 -35%
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$17.8M -$525K -17,442 -3%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$17.8M +$11.4M +378,950 +195%
DWM
131
Destination Wealth Management
California
$17.4M -$75.1K -2,494 -0.4%
QBFM
132
QS Batterymarch Financial Management
New York
$17.4M -$7.28M -241,722 -30%
WPC
133
Waters Parkerson & Co
Louisiana
$17.1M +$347K +11,518 +2%
OC
134
Oppenheimer & Co
New York
$17.1M +$575K +19,086 +4%
RCM
135
RNC Capital Management
California
$16.9M +$1.18M +39,214 +8%
NTCOC
136
Northern Trust Company of Connecticut
Connecticut
$16.8M -$274K -9,104 -2%
Public Employees Retirement Association of Colorado
137
Public Employees Retirement Association of Colorado
Colorado
$16.7M -$239K -7,924 -1%
PAMU
138
Pictet Asset Management (UK)
United Kingdom
$16.6M +$102K +3,400 +0.6%
MCM
139
Maryland Capital Management
Maryland
$15.9M +$604K +20,050 +4%
H
140
Hexavest
Quebec, Canada
$15.5M +$235K +7,792 +2%
ZIM
141
Zacks Investment Management
Illinois
$15.3M +$984K +32,672 +7%
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$15M +$128K +4,258 +0.9%
LBG
143
Lloyds Banking Group
United Kingdom
$14.6M -$1.95M -64,728 -12%
Comerica Bank
144
Comerica Bank
Texas
$14.6M -$849K -28,202 -6%
TPSF
145
Texas Permanent School Fund
Texas
$14.3M -$472K -15,664 -3%
TG
146
TCW Group
California
$14.3M +$63.2K +2,100 +0.5%
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
$14M -$3.12M -103,614 -19%
BGIM
148
Brandywine Global Investment Management
Pennsylvania
$13.7M +$1.48M +49,038 +12%
WSFS
149
Wilmington Savings Fund Society
Delaware
$13.3M +$1.87M +61,950 +17%
RFC
150
Russell Frank Company
Washington
$13.1M +$4.01M +133,226 +46%

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.