We are live on ! Find out more

821 hedge funds and large institutions have $18.4B invested in Aflac in 2014 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 289 increasing their positions, 365 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $247M | Put options by funds: $150M

29% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 49

0% more funds holding

Funds holding: 819821 (+2)

0.04% less ownership

Funds ownership: 128.52%128.48% (-0.04%)

8% less capital invested

Capital invested by funds: $19.9B → $18.4B (-$1.56B)

21% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 365

28% less funds holding in top 10

Funds holding in top 10: 3223 (-9)

Holders
821
Holders Change
+2
Holders Change %
+0.24%
% of All Funds
23.71%
Holding in Top 10
23
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-28.13%
% of All Funds
0.66%
New
63
Increased
289
Reduced
365
Closed
49
Calls
$247M
Puts
$150M
Net Calls
+$96.9M
Net Calls Change
+$85.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OWD
226
Osborn Williams & Donohoe
Ohio
$6.22M +$13.3K +418 +0.2%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$6.22M -$113K -3,560 -2%
LAM
228
Lingohr Asset Management
Germany
$6.21M -$1.38M -43,410 -18%
Capital Fund Management (CFM)
229
Capital Fund Management (CFM)
France
$6.11M +$6.16M +193,814 New
BAC
230
Boys Arnold & Co
North Carolina
$6.09M -$68.2K -2,146 -1%
RJA
231
Raymond James & Associates
Florida
$6.07M +$251K +7,888 +4%
CAM
232
Capstone Asset Management
Texas
$6.03M -$169K -5,306 -3%
Truist Financial
233
Truist Financial
North Carolina
$6.03M -$122K -3,850 -2%
FSA
234
Franklin Street Advisors
North Carolina
$6.02M +$43.9K +1,380 +0.7%
OPERF
235
Oregon Public Employees Retirement Fund
Oregon
$5.97M +$31.8K +1,000 +0.5%
BPC
236
Banque Pictet & Cie
Switzerland
$5.97M +$1.22M +38,250 +25%
Commonwealth Equity Services
237
Commonwealth Equity Services
Massachusetts
$5.95M +$537K +16,912 +10%
AAMU
238
AEGON Asset Management (UK)
United Kingdom
$5.93M -$13.9K -436 -0.2%
BTS
239
BB&T Securities
Virginia
$5.9M -$335K -10,538 -36%
AQR Capital Management
240
AQR Capital Management
Connecticut
$5.89M -$209K -6,572 -3%
FNBOO
241
First National Bank of Omaha
Nebraska
$5.83M -$1.4K -44 -0%
ORIO
242
Old Republic International (ORI)
Illinois
$5.8M +$5.85M +184,000 New
DekaBank Deutsche Girozentrale
243
DekaBank Deutsche Girozentrale
Germany
$5.74M +$4.61M +145,030 +392%
TFA
244
Toth Financial Advisory
Virginia
$5.59M -$226K -7,124 -4%
COPPSERS
245
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.5M -$104K -3,264 -2%
Mitsubishi UFJ Asset Management
246
Mitsubishi UFJ Asset Management
Japan
$5.33M -$76.8K -2,418 -1%
HI
247
HBK Investments
Texas
$5.29M +$5.12M +161,000 +2,368%
URS
248
Utah Retirement Systems
Utah
$5.28M +$38.1K +1,200 +0.7%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$5.24M +$377K +11,856 +8%
DIA
250
Dean Investment Associates
Ohio
$5.23M -$53.1K -1,670 -1%

AFL Hedge Fund Activity: Q1 2014 in Review

821 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q1 2014, worth a combined $18.4B — down 7.8% from $19.9B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new AFL positions and 49 closed out — a net gain of 14 holders — while 289 added to existing stakes and 365 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $73.5M. The largest seller was Eaton Vance Management, cutting an estimated $167M.

  • 821 institutional investors held Aflac (AFL) as of Q1 2014, up from 819 in Q4 2013.
  • Funds reported $18.4B of Aflac stock for Q1 2014, down 7.8% quarter-over-quarter.
  • 63 funds opened new Aflac positions in Q1 2014 and 49 closed out, a net change of +14 holders.
  • The largest Aflac buyer in Q1 2014 was Wellington Management Group, an estimated $73.5M added.
  • The largest Aflac seller in Q1 2014 was Eaton Vance Management, an estimated $167M sold.

Based on aggregated 13F filings for Q1 2014.