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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
BRWA
676
B. Riley Wealth Advisors
Florida
$287K +$28.6K +900 +11%
IC
677
IKOS CIF
Cyprus
$287K +$92.9K +2,922 +48%
CFMC
678
Curbstone Financial Management Corp
New Hampshire
$287K +$289K +9,100 New
CIS
679
Capital International Sarl
California
$284K
BCM
680
Buckhead Capital Management
Georgia
$283K -$123K -3,870 -30%
1SB
681
1ST Source Bank
Indiana
$282K -$5.59K -176 -2%
MA
682
Marshwinds Advisory
Georgia
$277K -$208K -6,536 -43%
Connor, Clark & Lunn Investment Management (CC&L)
683
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$275K -$489K -15,400 -66%
PP
684
Patten & Patten
Tennessee
$273K
LWCFA
685
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$266K +$63.6K +2,000 +31%
Fidelity International
686
Fidelity International
Bermuda
$265K -$5.29M -166,340 -95%
WTB
687
Washington Trust Bank
Washington
$263K +$265K +8,340 New
FNBSF
688
First National Bank Sioux Falls
South Dakota
$260K -$4.13K -130 -2%
BAM
689
Brave Asset Management
New Jersey
$257K
HIM
690
Hermes Investment Management
United Kingdom
$252K
ST
691
Sabal Trust
Florida
$252K
SHGA
692
Sand Hill Global Advisors
California
$252K
BG
693
Bahl & Gaynor
Ohio
$250K -$3.12K -98 -1%
HT
694
HighTower Trust
Texas
$249K
GC
695
Grimes & Company
Massachusetts
$248K +$12.6K +396 +5%
EA
696
Emerald Advisers
Pennsylvania
$246K -$17.6K -554 -7%
MAA
697
Matrix Asset Advisors
New York
$246K
FMT
698
First Mercantile Trust
Tennessee
$246K +$248K +7,800 New
MA
699
MCF Advisors
Kentucky
$244K +$246K +7,740 New
QC
700
QCM Cayman
Texas
$244K +$246K +7,752 New

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.