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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
JIC
626
Joel Isaacson & Co
New York
$376K
WSC
627
Wellington Shields & Co
New York
$375K -$6.36K -200 -2%
WB
628
Webster Bank
Connecticut
$373K -$7.95K -250 -2%
NB
629
Norinchukin Bank
Japan
$372K +$107K +3,374 +40%
CCA
630
Cobblestone Capital Advisors
New York
$364K
DADC
631
D.A. Davidson & Co
Montana
$362K -$12.6K -396 -3%
MCM
632
Maple Capital Management
Vermont
$362K
MBTD
633
Mechanics Bank - Trust Department
California
$362K
FNBT
634
FineMark National Bank & Trust
Florida
$361K +$37.1K +1,168 +11%
OCG
635
Opus Capital Group
Ohio
$361K +$364K +11,440 New
CAM
636
Columbia Asset Management
Michigan
$360K -$177K -5,570 -33%
NPIT
637
National Penn Investors Trust
Pennsylvania
$356K -$3.68M -115,716 -91%
BONST
638
Bank of Nova Scotia Trust
Ontario, Canada
$356K -$52.4K -1,650 -13%
GLRA
639
Gerald L. Ray & Associates
Texas
$352K
MCWS
640
McKinley Carter Wealth Services
West Virginia
$350K -$784K -24,656 -69%
Rafferty Asset Management
641
Rafferty Asset Management
New York
$347K -$234K -7,374 -40%
CA
642
Cornerstone Advisors
North Carolina
$347K
FCB
643
First Citizens Bancorporation
South Carolina
$344K -$5.08K -160 -1%
William Blair & Company
644
William Blair & Company
Illinois
$340K +$826 +26 +0.2%
HR
645
Howe & Rusling
New York
$336K -$4.6M -144,898 -93%
HAM
646
Highstreet Asset Management
Ontario, Canada
$335K -$1.42M -44,654 -81%
AHS
647
Aspiriant Holdings S3
California
$332K -$717K -22,562 -68%
LC
648
Lilley & Co
Michigan
$330K +$12.7K +400 +4%
FHA
649
First Horizon Advisors
Tennessee
$329K -$36.9K -1,160 -10%
TF
650
Tompkins Financial
New York
$329K +$50.1K +1,576 +18%

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.