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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
CFA
601
Carroll Financial Associates
North Carolina
$441K -$1.84K -58 -0.4%
BPCE
602
Bank Pictet & Cie (Europe)
Germany
$441K
Mariner
603
Mariner
Kansas
$433K +$134K +4,202 +44%
RWM
604
RKL Wealth Management
Pennsylvania
$432K +$435K +13,690 New
Bank of Nova Scotia
605
Bank of Nova Scotia
Ontario, Canada
$429K +$25K +786 +6%
PWLP
606
Prio Wealth Limited Partnership
Massachusetts
$428K -$19.1K -600 -4%
BC
607
Brinker Capital
Pennsylvania
$419K +$26.9K +848 +7%
AP
608
Advisor Partners
California
$414K +$6.29K +198 +2%
ASN
609
Advisory Services Network
Georgia
$414K +$99K +3,116 +31%
GBA
610
Garrison Bradford & Associates
New York
$410K
CHC
611
City Holding Co
West Virginia
$409K -$6.36K -200 -2%
TWM
612
Torch Wealth Management
Ohio
$407K +$25.4K +800 +7%
ACM
613
Argyle Capital Management
Pennsylvania
$406K
UBWV
614
United Bank (West Virginia)
West Virginia
$401K +$23.2K +730 +6%
DIA
615
Denver Investment Advisors
Colorado
$400K
MCM
616
Matarin Capital Management
New York
$397K +$401K +12,610 New
MCM
617
Monarch Capital Management
Indiana
$397K +$146K +4,600 +58%
PIM
618
Provident Investment Management
Michigan
$394K -$55K -1,732 -12%
NPC
619
National Planning Corporation
California
$389K +$26.4K +830 +7%
SMC
620
Smith, Moore & Co
Missouri
$388K -$66K -2,078 -14%
GAM
621
Gotham Asset Management
New York
$386K +$2.1K +66 +0.5%
SGAM
622
Steinberg Global Asset Management
Florida
$382K
CBU
623
CIBC Bank USA
Illinois
$381K
FHB
624
First Hawaiian Bank
Hawaii
$378K -$9.53K -300 -2%
LNWWM
625
Laird Norton Wetherby Wealth Management
California
$376K -$8.14K -256 -2%

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.