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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
Janney Montgomery Scott
301
Janney Montgomery Scott
Pennsylvania
$3.6M +$201K +6,326 +6%
RJFSA
302
Raymond James Financial Services Advisors
Florida
$3.58M +$215K +6,766 +6%
CC
303
Cannell & Co
New York
$3.58M +$140K +4,400 +4%
Creative Planning
304
Creative Planning
Kansas
$3.55M +$392K +12,324 +12%
Jacobs Levy Equity Management
305
Jacobs Levy Equity Management
New Jersey
$3.48M +$1.18M +37,100 +51%
BOTW
306
Bank of the West
California
$3.47M +$23.8K +748 +0.7%
BFM
307
Boston Financial Management
Massachusetts
$3.45M +$388K +12,200 +13%
TIM
308
Thompson Investment Management
Wisconsin
$3.45M +$38.1K +1,200 +1%
EI
309
EDMP Inc
Florida
$3.41M -$319K -10,040 -8%
WC
310
Whitney & Co
New York
$3.41M -$3.18K -100 -0.1%
GF
311
Gabelli Funds
New York
$3.4M -$3.18M -100,000 -48%
WCF
312
West Coast Financial
California
$3.39M -$18.1K -570 -0.5%
Natixis Advisors
313
Natixis Advisors
Massachusetts
$3.37M +$295K +9,292 +10%
Asset Management One
314
Asset Management One
Japan
$3.37M +$8.96K +282 +0.3%
Marshall Wace
315
Marshall Wace
United Kingdom
$3.27M +$3.29M +103,610 New
GL
316
GLG LLC
New York
$3.26M +$3.28M +103,318 New
CGT
317
Capital Guardian Trust
California
$3.25M -$1.06M -33,400 -24%
EVM
318
Evelyn V. Moreno
$3.25M +$22.9K +720 +0.7%
MOACM
319
Mutual of America Capital Management
New York
$3.22M -$31K -974 -0.9%
KIC
320
Keating Investment Counselors
Florida
$3.22M +$273K +8,600 +9%
FMII
321
Farmers & Merchants Investments Inc
Nebraska
$3.2M +$185K +5,824 +6%
SIP
322
Stoneridge Investment Partners
Pennsylvania
$3.17M -$69.9K -2,200 -2%
AL
323
Airain Ltd
Guernsey
$3.17M +$3.19M +100,404 New
BCMO
324
Buckingham Capital Management (Ohio)
Ohio
$3.16M +$69.3K +2,180 +2%
SP
325
Sarasin & Partners
United Kingdom
$3.16M +$569K +17,906 +22%

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.