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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
B
201
Baird
Wisconsin
$7.99M +$24.5K +814 +0.3%
First Trust Advisors
202
First Trust Advisors
Illinois
$7.98M +$669K +22,228 +9%
EWM
203
Evercore Wealth Management
New York
$7.9M -$289K -9,594 -4%
PAM
204
Palisade Asset Management
Minnesota
$7.9M +$36.1K +1,200 +0.5%
AAM
205
Advisors Asset Management
Colorado
$7.87M -$530K -17,606 -6%
RFA
206
Reilly Financial Advisors
California
$7.86M +$168K +5,586 +2%
EIM
207
ExxonMobil Investment Management
Texas
$7.67M -$355K -11,806 -5%
BFO
208
Boston Family Office
Massachusetts
$7.65M -$66.2K -2,200 -0.9%
CNB
209
City National Bank
California
$7.62M -$981K -32,586 -12%
OTPPB
210
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.58M +$170K +5,654 +2%
BOTW
211
Bank of the West
California
$7.52M -$367K -12,204 -5%
AG
212
Aperio Group
California
$7.31M +$1.22M +40,394 +21%
VWM
213
Valley Wealth Managers
New Jersey
$7.28M +$139K +4,624 +2%
CIP
214
Convergence Investment Partners
Florida
$7.27M +$1.18M +39,080 +20%
TU
215
TDAM USA
Ontario, Canada
$7.24M -$461K -15,310 -6%
Royal London Asset Management
216
Royal London Asset Management
United Kingdom
$7.22M +$66.5K +2,210 +1%
MRCM
217
M&R Capital Management
New Jersey
$7.16M +$61.7K +2,050 +0.9%
ACM
218
Academy Capital Management
Texas
$7.14M -$28.5K -946 -0.4%
CAM
219
Chesapeake Asset Management
New York
$7.11M -$246K -8,160 -3%
EIM
220
Emerson Investment Management
Massachusetts
$7.02M +$1.03M +34,340 +18%
TCT
221
TIAA CREF Trust
Missouri
$7.01M -$126K -4,176 -2%
PP
222
Prospector Partners
Connecticut
$6.94M +$5.06M +168,000 +301%
Truist Financial
223
Truist Financial
North Carolina
$6.74M -$400K -13,272 -6%
WMSA
224
Weiss Multi-Strategy Advisers
New York
$6.65M +$3.45M +114,660 +115%
UCFA
225
United Capital Financial Advisors
Texas
$6.64M -$665K -22,102 -9%

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.