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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
BP
176
Banyan Partners
Florida
$9.89M +$9.71M +296,050 New
BC
177
Burney Company
Virginia
$9.88M -$151K -4,598 -2%
AAF
178
Andra AP-fonden
Sweden
$9.82M +$3.05M +93,000 +46%
BTS
179
BB&T Securities
Virginia
$9.77M +$272K +8,296 +40%
FQ
180
First Quadrant
California
$9.68M -$2.55M -77,800 -21%
CA
181
Commerzbank Aktiengesellschaft
Germany
$9.66M +$58.3K +1,778 +0.6%
RMA
182
Roffman Miller Associates
Pennsylvania
$9.6M +$323K +9,852 +4%
PP
183
Prospector Partners
Connecticut
$9.51M +$2M +61,000 +27%
LPL Financial
184
LPL Financial
California
$9.49M +$253K +7,718 +3%
TSBJ
185
Trevor, Stewart, Burton & Jacobsen
New York
$9.33M -$133K -4,054 -1%
HIMCH
186
Hartford Investment Management Co (HIMCO)
Connecticut
$9.27M -$421K -12,832 -4%
First Trust Advisors
187
First Trust Advisors
Illinois
$9.2M +$591K +18,024 +7%
SPC
188
Stewart & Patten Company
California
$9.15M -$1.1M -33,490 -11%
ICM
189
ICC Capital Management
Florida
$9.06M -$406K -12,374 -4%
AAM
190
Advisors Asset Management
Colorado
$9.05M +$567K +17,272 +7%
BUB
191
BBVA USA Bancshares
Texas
$9.04M +$47.6K +1,450 +0.5%
1IC
192
1919 Investment Counsel
Maryland
$9.01M +$23.6K +718 +0.3%
B
193
Baird
Wisconsin
$8.95M +$329K +10,032 +4%
CCM
194
Cadence Capital Management
Massachusetts
$8.88M +$8.73M +266,024 New
MSA
195
Mason Street Advisors
Wisconsin
$8.84M -$4.59M -139,840 -35%
ERSOT
196
Employees Retirement System of Texas
Texas
$8.75M
AG
197
Aperio Group
California
$8.74M -$7.74M -235,818 Closed
BB
198
Busey Bank
Illinois
$8.65M -$152K -4,646 -2%
PAM
199
Palisade Asset Management
Minnesota
$8.61M +$97.4K +2,970 +1%
GIBU
200
Gulf International Bank (UK)
United Kingdom
$8.59M +$8.44M +257,144 New

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.