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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
MLL
176
Moody Lynn & Lieberson
Massachusetts
$10.1M -$1.63M -54,022 -14%
TSU
177
TD Securities (USA)
New York
$9.87M +$16.3K +542 +0.2%
CC
178
Curian Capital
Colorado
$9.72M +$1.95M +64,698 +26%
Public Sector Pension Investment Board (PSP Investments)
179
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.62M -$313K -10,400 -3%
SPC
180
Stewart & Patten Company
California
$9.53M -$1.43M -47,392 -13%
CA
181
Commerzbank Aktiengesellschaft
Germany
$9.48M -$1.51M -49,998 -14%
EAM
182
EULAV Asset Management
Florida
$9.34M +$2.65M +88,000 +41%
LAM
183
Lingohr Asset Management
Germany
$9.31M +$11K +366 +0.1%
BC
184
Burney Company
Virginia
$9.31M +$436K +14,498 +5%
D.E. Shaw & Co
185
D.E. Shaw & Co
New York
$9.27M +$2.89M +96,002 +47%
HIMCH
186
Hartford Investment Management Co (HIMCO)
Connecticut
$9M -$394K -13,090 -4%
LPL Financial
187
LPL Financial
California
$8.91M -$319K -10,580 -4%
SB
188
Suntrust Banks
Georgia
$8.84M +$359K +11,908 +4%
ICM
189
ICC Capital Management
Florida
$8.79M -$307K -10,200 -3%
TSBJ
190
Trevor, Stewart, Burton & Jacobsen
New York
$8.78M -$142K -4,710 -2%
RMA
191
Roffman Miller Associates
Pennsylvania
$8.6M +$397K +13,172 +5%
MIM
192
Marco Investment Management
Georgia
$8.51M -$385K -12,798 -4%
FAF
193
Fjarde Ap-fonden
Sweden
$8.46M -$727K -24,144 -8%
BUB
194
BBVA USA Bancshares
Texas
$8.35M -$36K -1,196 -0.4%
1IC
195
1919 Investment Counsel
Maryland
$8.34M -$121K -4,010 -1%
BB
196
Busey Bank
Illinois
$8.17M +$212K +7,056 +3%
ProShare Advisors
197
ProShare Advisors
Maryland
$8.15M -$1.7M -56,608 -18%
ERSOT
198
Employees Retirement System of Texas
Texas
$8.12M +$1.08M +36,000 +16%
PA
199
Pinnacle Associates
New York
$8.11M -$147K -4,880 -2%
CAM
200
Capstone Asset Management
Texas
$8M +$125K +4,144 +2%

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.