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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.78B +$4.54M +138,364 +0.3%
State Street
2
State Street
Massachusetts
$1.56B +$24M +732,594 +2%
Norges Bank
3
Norges Bank
Norway
$1.43B -$34.4M -1,047,694 -2%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$851M +$262M +7,978,460 +46%
BIT
5
BlackRock Institutional Trust
California
$799M -$5.82M -177,314 -0.7%
Wells Fargo
6
Wells Fargo
California
$642M -$38.4M -1,169,660 -6%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$632M -$41.7M -1,272,398 -6%
Harris Associates
8
Harris Associates
Illinois
$500M +$53.7M +1,636,320 +12%
Nordea Investment Management
9
Nordea Investment Management
Sweden
$435M +$10.2M +311,370 +2%
Northern Trust
10
Northern Trust
Illinois
$426M +$1.05K +32 +0%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$332M -$22.1M -672,728 -6%
EVM
12
Eaton Vance Management
Massachusetts
$311M +$10.5M +321,482 +4%
BFA
13
BlackRock Fund Advisors
California
$277M +$11M +334,706 +4%
U
14
UBS
Switzerland
$267M +$15.5M +471,348 +6%
Invesco
15
Invesco
Georgia
$245M -$1.23M -37,412 -0.5%
BG
16
BlackRock Group
United Kingdom
$243M -$2.34M -71,424 -1%
HCM
17
Herndon Capital Management
Georgia
$239M -$19.5M -593,970 -8%
Franklin Resources
18
Franklin Resources
California
$236M -$2.11M -64,434 -0.9%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$225M +$11.6M +352,634 +6%
TCIM
20
TIAA CREF Investment Management
New York
$201M +$54.5M +1,662,526 +38%
MB
21
Mizuho Bank
Japan
$200M
BA
22
BlackRock Advisors
Delaware
$191M +$36.1M +1,100,344 +24%
Bank of America
23
Bank of America
North Carolina
$188M +$11.8M +361,142 +7%
SI
24
Scout Investments
Missouri
$187M +$36M +1,098,560 +24%
Schroder Investment Management Group
25
Schroder Investment Management Group
United Kingdom
$185M +$18.2M +556,086 +11%

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.