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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
EWM
201
Evercore Wealth Management
New York
$8.57M +$55K +1,678 +0.7%
FAF
202
Fjarde Ap-fonden
Sweden
$8.56M -$545K -16,616 -6%
RFA
203
Reilly Financial Advisors
California
$8.51M +$193K +5,886 +2%
PA
204
Pinnacle Associates
New York
$8.49M -$241K -7,340 -3%
SB
205
Suntrust Banks
Georgia
$8.48M -$1.03M -31,256 -11%
QBFM
206
QS Batterymarch Financial Management
New York
$8.26M -$10.3M -313,336 -56%
BFO
207
Boston Family Office
Massachusetts
$8.24M -$6.56K -200 -0.1%
EIM
208
ExxonMobil Investment Management
Texas
$8.11M -$152K -4,644 -2%
LAM
209
Lingohr Asset Management
Germany
$8.03M -$1.97M -60,000 -20%
KBC Group
210
KBC Group
Belgium
$7.97M +$2.42M +73,874 +45%
CBOA
211
Commonwealth Bank of Australia
Australia
$7.7M +$1.7M +51,964 +29%
CAM
212
Chesapeake Asset Management
New York
$7.66M
ACM
213
Academy Capital Management
Texas
$7.63M -$71.7K -2,186 -0.9%
TCT
214
TIAA CREF Trust
Missouri
$7.5M -$47.8K -1,456 -0.6%
VWM
215
Valley Wealth Managers
New Jersey
$7.5M -$338K -10,310 -4%
RI
216
Redwood Investments
Massachusetts
$7.5M +$7.37M +224,600 New
EIM
217
Emerson Investment Management
Massachusetts
$7.48M -$83K -2,530 -1%
RFC
218
Russell Frank Company
Washington
$7.33M -$6.29M -191,836 -45%
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
$7.21M -$7.77M -236,810 -52%
TNB
220
Thomasville National Bank
Georgia
$7.21M +$5.45M +166,236 +334%
Royal London Asset Management
221
Royal London Asset Management
United Kingdom
$7.18M +$67.8K +2,068 +0.9%
GF
222
Gabelli Funds
New York
$6.95M
MAM
223
Meeder Asset Management
Ohio
$6.85M +$274K +8,340 +4%
PI
224
Placemark Investments
Illinois
$6.75M +$290K +8,852 +5%
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$6.71M -$283K -8,640 -4%

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.