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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
ECM
501
EagleClaw Capital Management
Massachusetts
$923K +$928K +29,200 New
BHWM
502
Bar Harbor Wealth Management
New Hampshire
$914K +$29.3K +922 +3%
AT
503
Arden Trust
Delaware
$908K -$46.8K -1,472 -5%
IIM
504
Intact Investment Management
Quebec, Canada
$892K +$899K +28,300 New
GJIC
505
Gamble Jones Investment Counsel
California
$889K -$85.1K -2,678 -9%
WIS
506
Wright Investors Service
Connecticut
$887K -$128K -4,020 -13%
SNBOSD
507
Security National Bank of So Dak
Iowa
$874K -$30.5K -960 -3%
NPF
508
Norris Perne & French
Michigan
$874K +$2.86K +90 +0.3%
CAN
509
Cetera Advisor Networks
California
$862K +$174K +5,486 +25%
NG
510
NatWest Group
United Kingdom
$855K -$2.42M -76,102 -74%
ST
511
Semper Trust
Pennsylvania
$854K -$119K -3,760 -12%
SFA
512
Sequoia Financial Advisors
Ohio
$853K +$30.4K +956 +4%
CLOS
513
Compagnie Lombard Odier SCmA
Switzerland
$851K +$155K +4,892 +22%
WMSA
514
Weiss Multi-Strategy Advisers
New York
$840K +$263K +8,260 +45%
Daiwa Securities Group
515
Daiwa Securities Group
Japan
$820K
RBA
516
Richard Bernstein Advisors
New York
$817K
JFA
517
JNBA Financial Advisors
Minnesota
$815K -$47.5K -1,496 -5%
RC
518
RegentAtlantic Capital
New Jersey
$804K +$30.8K +970 +4%
ICAS
519
Investors Capital Advisory Services
Massachusetts
$803K +$14.4K +452 +2%
FA
520
FMA Advisory
Pennsylvania
$795K +$1.65K +52 +0.2%
PAG
521
Private Advisor Group
New Jersey
$790K -$691K -21,758 -46%
Brown Advisory
522
Brown Advisory
Maryland
$788K +$8.84K +278 +1%
PSI
523
Pinnacle Summer Investments
Virginia
$772K +$4.2K +132 +0.5%
RW
524
Rand Wealth
Maryland
$772K +$91.9K +2,892 +13%
Envestnet Asset Management
525
Envestnet Asset Management
Illinois
$762K -$2.77M -87,130 -78%

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.