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
DCM
276
Delta Capital Management
New Jersey
$4.44M -$14K -440 -0.3%
SMDAM
277
Sumitomo Mitsui DS Asset Management
Japan
$4.41M -$481K -15,150 -10%
ECM
278
Estabrook Capital Management
New York
$4.38M -$92.2K -2,900 -2%
BKBG
279
BHF Kleinwort Benson Group
Belgium
$4.36M +$4.1M +128,944 +1,382%
CIA
280
Choate Investment Advisors
Massachusetts
$4.34M -$329K -10,364 -7%
AAM
281
Auxier Asset Management
Oregon
$4.33M
Janus Henderson Group
282
Janus Henderson Group
United Kingdom
$4.29M +$869K +27,348 +25%
SAA
283
Southeast Asset Advisors
Georgia
$4.25M
LS
284
Livforsakringsbolaget Skandia
Sweden
$4.21M +$4.25M +133,720 New
BOTOTLSJU
285
Board of Trustees of The Leland Stanford Junior University
California
$4.11M +$4.14M +130,286 New
PP
286
Palladium Partners
Virginia
$4.04M -$112K -3,520 -3%
TU
287
TDAM USA
Ontario, Canada
$4.01M -$322K -10,126 -7%
PI
288
Placemark Investments
Illinois
$4M -$2.39M -75,092 -37%
WAM
289
World Asset Management
Michigan
$3.96M -$610K -19,190 -13%
AIM
290
Arcadia Investment Management
Michigan
$3.95M -$1.61M -50,636 -29%
Jane Street
291
Jane Street
New York
$3.93M +$1.97M +62,026 +99%
ACP
292
Ashfield Capital Partners
California
$3.92M -$6.23K -196 -0.2%
NMERB
293
New Mexico Educational Retirement Board
New Mexico
$3.84M +$3.87M +121,906 New
CCM
294
Covington Capital Management
California
$3.84M +$143K +4,508 +4%
Nomura Asset Management
295
Nomura Asset Management
Japan
$3.83M -$13.2M -414,418 -77%
UCFA
296
United Capital Financial Advisors
Texas
$3.73M +$977K +30,728 +35%
MP
297
Manifold Partners
California
$3.73M -$472K -14,844 -11%
LIM
298
Loudon Investment Management
New Hampshire
$3.68M -$631K -19,840 -15%
SC
299
SouthState Corp
Florida
$3.68M +$75.7K +2,382 +2%
KeyBank National Association
300
KeyBank National Association
Ohio
$3.63M -$347K -10,932 -9%

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.