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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
American Century Companies
26
American Century Companies
Missouri
$126M +$1.21M +37,930 +1%
Prudential Financial
27
Prudential Financial
New Jersey
$123M +$67.3M +2,118,600 +118%
Deutsche Bank
28
Deutsche Bank
Germany
$123M +$14.7M +461,562 +13%
Legal & General Group
29
Legal & General Group
United Kingdom
$117M -$8.46M -266,340 -7%
JHIU
30
Janus Henderson Investors US
Colorado
$116M +$45M +1,414,600 +63%
Morgan Stanley
31
Morgan Stanley
New York
$114M +$1.22M +38,538 +1%
AAM
32
Aberdeen Asset Management
United Kingdom
$107M -$15.2M -479,200 -12%
Citadel Advisors
33
Citadel Advisors
Florida
$107M +$21.5M +677,778 +25%
UBS AM
34
UBS AM
Illinois
$102M +$7.31M +229,914 +8%
BA
35
BlackRock Advisors
Delaware
$101M -$80M -2,517,924 -44%
Charles Schwab
36
Charles Schwab
California
$98.5M +$8.15M +256,530 +9%
SI
37
Scharf Investments
California
$94.3M +$6.03M +189,616 +7%
AI
38
Ariel Investments
Illinois
$94.3M +$2.26M +71,106 +2%
PAM
39
Panagora Asset Management
Massachusetts
$87.3M -$3.47M -109,268 -4%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$86.9M -$2.87M -90,200 -3%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$82.4M -$985K -31,000 -1%
Goldman Sachs
42
Goldman Sachs
New York
$80.7M -$22.7M -714,950 -22%
BlackRock
43
BlackRock
New York
$79.5M -$617K -19,406 -0.8%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$73.7M -$3.09M -97,264 -4%
BIM
45
BlackRock Investment Management
Delaware
$73.5M -$13.9M -438,412 -16%
WCM
46
Winton Capital Management
United Kingdom
$68.3M +$32.2M +1,011,722 +88%
CS
47
Credit Suisse
Switzerland
$67.2M -$10.2M -320,332 -13%
CIC
48
Crawford Investment Counsel
Georgia
$66.5M +$4.13M +129,846 +7%
AllianceBernstein
49
AllianceBernstein
Tennessee
$65.4M -$9.54M -300,126 -13%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$61.9M -$4.57M -143,806 -7%

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.