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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
V
476
Veritable
Delaware
$1.04M +$29.8K +938 +3%
AUB
477
Atlantic Union Bankshares
Virginia
$1.03M +$1.04M +32,820 New
JCM
478
Jag Capital Management
Missouri
$1.03M +$27.2K +856 +3%
WCA
479
Westover Capital Advisors
Delaware
$1.02M -$8.26K -260 -0.8%
HT
480
HAP Trading
New York
$1.01M -$1.23M -38,598 -55%
BVDMP
481
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.01M
DAC
482
Dividend Assets Capital
South Carolina
$1.01M -$20.5K -646 -2%
BG
483
Bollard Group
Massachusetts
$1.01M
MERSOM
484
Municipal Employees' Retirement System of Michigan
Michigan
$1M +$19.1K +600 +2%
DL
485
Delta Lloyd
Netherlands
$997K -$2.61K -82 -0.3%
KRSITF
486
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$991K -$50.3K -1,582 -5%
YP
487
Yellowstone Partners
Idaho
$987K -$4.13K -130 -0.4%
DD
488
Dominick & Dominick
New York
$983K -$12.7K -400 -1%
PRHC
489
P.R. Herzig & Co
New York
$977K -$909K -28,600 -48%
BO
490
Bank OZK
Arkansas
$975K -$22.2K -700 -2%
MIU
491
Man Investments (UK)
United Kingdom
$972K -$514K -16,176 -34%
FA
492
FDx Advisors
Illinois
$966K +$27.9K +878 +3%
MYLI
493
Meiji Yasuda Life Insurance
Japan
$956K -$22.8K -718 -2%
PG
494
PEAK6 Group
Illinois
$949K +$957K +30,102 New
NSEDCP
495
NJ State Employees Deferred Compensation Plan
New Jersey
$946K
JFGIW
496
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$942K +$67.8K +2,134 +8%
PA
497
Profund Advisors
Maryland
$932K +$32.2K +1,012 +4%
FBT
498
Founders Bank & Trust
Michigan
$931K -$5.72K -180 -0.6%
CIBC Private Wealth Group
499
CIBC Private Wealth Group
Georgia
$930K +$932K +29,314 New
KIA
500
Kopp Investment Advisors
Minnesota
$924K -$1.27K -40 -0.1%

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.