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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
Calamos Advisors
376
Calamos Advisors
Illinois
$2.33M
CT
377
Coastline Trust
Rhode Island
$2.3M -$26.1K -820 -1%
GAM
378
Guinness Asset Management
United Kingdom
$2.29M +$330K +10,380 +17%
NLI
379
Nippon Life Insurance
Japan
$2.28M -$286K -8,988 -11%
LSERS
380
Louisiana State Employees Retirement System
Louisiana
$2.28M -$89K -2,800 -4%
OA
381
OFI Advisors
Pennsylvania
$2.21M +$168K +5,272 +8%
BB
382
Busey Bank
Illinois
$2.19M -$6.02M -189,492 -73%
STC
383
SEI Trust Company
Pennsylvania
$2.19M +$698K +21,966 +46%
Zurich Cantonal Bank
384
Zurich Cantonal Bank
Switzerland
$2.19M -$240K -7,558 -10%
ITIM
385
Indiana Trust & Investment Management
Indiana
$2.17M -$116K -3,652 -5%
KBC Group
386
KBC Group
Belgium
$2.14M -$5.42M -170,618 -72%
SLI
387
Sumitomo Life Insurance
Japan
$2.13M -$178K -5,616 -8%
SCI
388
S&CO Inc
Massachusetts
$2.12M
EHWM
389
Eads & Heald Wealth Management
Georgia
$2.12M +$17.9K +562 +0.8%
NSAM
390
North Star Asset Management
Wisconsin
$2.11M -$20.7K -650 -1%
TCOV
391
Trust Company of Vermont
Vermont
$2.1M -$2.29K -72 -0.1%
GT
392
Glenmede Trust
Pennsylvania
$2.09M -$70.3K -2,212 -3%
SM
393
Stratton Management
Pennsylvania
$2.08M
Thrivent Financial for Lutherans
394
Thrivent Financial for Lutherans
Minnesota
$2.08M +$79.5K +2,500 +4%
FAAS
395
First Allied Advisory Services
California
$2.05M -$7.37K -232 -0.4%
FCAM
396
F&C Asset Management
United Kingdom
$2.05M +$40.3K +1,268 +2%
SAM
397
Sawgrass Asset Management
Florida
$2.04M +$6.36K +200 +0.3%
TSW
398
Thompson Siegel & Walmsley
Virginia
$2.02M -$564K -17,732 -22%
ACM
399
Azimuth Capital Management
Michigan
$2.01M +$28.6K +900 +1%
DSC
400
Duncker Streett & Co
Missouri
$2M -$12.7K -400 -0.6%

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.