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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
JWBC
701
J.W. Burns & Co
New York
$243K
PIA
702
Peachtree Investment Advisors
Georgia
$239K
FTIOP
703
Fiduciary Trust International of Pennsylvania
Pennsylvania
$236K +$31.8K +1,000 +15%
IIM
704
Ipswich Investment Management
Massachusetts
$231K -$47.7K -1,500 -17%
SCM
705
SOL Capital Management
Maryland
$230K
AHB
706
Abner Herrman & Brock
New Jersey
$230K +$232K +7,304 New
FBFS
707
First Business Financial Services
Wisconsin
$228K +$26.1K +820 +13%
SGH
708
Schonfeld Group Holdings
New York
$227K -$20.8K -656 -8%
GIS
709
Guardian Investor Services
New York
$227K -$9.03K -284 -4%
CDH
710
Charles D. Hyman
$226K
PVWM
711
Point View Wealth Management
New Jersey
$226K
HC
712
Hendley & Co
Ohio
$223K
PTB
713
Pioneer Trust Bank
Oregon
$219K
SCM
714
Shelton Capital Management
Colorado
$217K
CC
715
Cipher Capital
New York
$217K +$219K +6,880 New
CIC
716
Chilton Investment Company
Connecticut
$216K
GIA
717
GHP Investment Advisors
Colorado
$214K
T
718
TradeWorx
New Jersey
$211K +$212K +6,686 New
FM
719
Foster & Motley
Ohio
$210K -$6.99K -220 -3%
AWP
720
Ascent Wealth Partners
New York
$210K -$2.86K -90 -1%
PPSG
721
Princeton Portfolio Strategies Group
New Jersey
$208K
IH
722
IFC Holdings
Florida
$208K +$5.85K +184 +3%
SEC
723
Seven Eight Capital
New York
$208K +$197K +6,200 +1,550%
CCA
724
Checchi Capital Advisers
California
$205K +$206K +6,494 New
FBNAT
725
FirstMerit Bank N.A. Trustee
Ohio
$204K +$206K +6,476 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.