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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.65B +$40.6M +1,348,696 +3%
State Street
2
State Street
Massachusetts
$1.43B -$53.8M -1,786,550 -4%
Norges Bank
3
Norges Bank
Norway
$1.36B -$19.9M -659,566 -1%
BIT
4
BlackRock Institutional Trust
California
$747M -$11.5M -382,200 -2%
Wells Fargo
5
Wells Fargo
California
$632M +$15.4M +512,340 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$626M -$153M -5,091,150 -20%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$543M +$269M +8,950,786 +105%
Harris Associates
8
Harris Associates
Illinois
$413M +$9.21M +306,050 +2%
Northern Trust
9
Northern Trust
Illinois
$395M -$15.1M -500,186 -4%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$394M +$22.8M +758,020 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$329M -$21.6M -718,366 -6%
EVM
12
Eaton Vance Management
Massachusetts
$279M -$25.4M -845,178 -9%
BFA
13
BlackRock Fund Advisors
California
$247M +$2.32M +77,128 +1%
HCM
14
Herndon Capital Management
Georgia
$240M +$15.5M +514,242 +7%
U
15
UBS
Switzerland
$233M +$14.4M +477,310 +7%
Invesco
16
Invesco
Georgia
$228M +$27M +896,244 +14%
BG
17
BlackRock Group
United Kingdom
$227M +$29.4M +978,196 +15%
Franklin Resources
18
Franklin Resources
California
$221M -$1.76M -58,324 -0.8%
PAM
19
Panagora Asset Management
Massachusetts
$220M -$16.2M -538,654 -7%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$198M +$6.48M +215,368 +3%
JP Morgan Chase
21
JP Morgan Chase
New York
$197M +$9.51M +315,990 +5%
MB
22
Mizuho Bank
Japan
$186M +$172M +5,700,000 +1,900%
Bank of America
23
Bank of America
North Carolina
$163M -$12.1M -402,228 -7%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$155M -$2.05M -68,142 -1%
LSV Asset Management
25
LSV Asset Management
Illinois
$149M -$6.82M -226,420 -4%

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.