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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
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$59.3M +$59.3M +1,865,546 +11,902%
AAMU
52
Amundi Asset Management US
Massachusetts
$58.7M -$42.3M -1,331,424 -42%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$57.7M +$900K +28,312 +2%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$57.2M +$597K +18,780 +1%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$57.1M -$1.04M -32,590 -2%
TAM
56
Tocqueville Asset Management
New York
$57M +$2.94M +92,460 +5%
Ameriprise
57
Ameriprise
Minnesota
$56.6M -$13M -408,878 -19%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$55.7M -$2.63M -82,814 -4%
Mitsubishi UFJ Trust & Banking
59
Mitsubishi UFJ Trust & Banking
Japan
$55.3M -$356K -11,208 -0.6%
RFS
60
Rockefeller Financial Services
New York
$54.8M +$845K +26,586 +2%
RIM
61
RS Investment Management
California
$53.9M +$4.88M +153,600 +10%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$53.5M +$254K +8,000 +0.5%
TCM
63
Tetrem Capital Management
Manitoba, Canada
$53.2M -$2.79M -87,934 -5%
PPA
64
Parametric Portfolio Associates
Washington
$53M -$923K -29,046 -2%
KCM
65
Kames Capital Management
United Kingdom
$51.8M -$2.86K -90 -0%
Two Sigma Investments
66
Two Sigma Investments
New York
$50.3M +$50.7M +1,594,400 New
LAM
67
Lyrical Asset Management
New York
$46.6M +$7M +220,358 +17%
Barclays
68
Barclays
United Kingdom
$45.6M -$18.8M -592,662 -29%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$44.6M -$5.6M -176,360 -11%
SF
70
Synovus Financial
Georgia
$44.2M +$1.53M +48,226 +4%
Adage Capital Partners
71
Adage Capital Partners
Massachusetts
$44.2M -$845K -26,600 -2%
Macquarie Group
72
Macquarie Group
Australia
$44M -$1.47M -46,128 -3%
WF
73
Welch & Forbes
Massachusetts
$42.1M +$31.4K +988 +0.1%
MAA
74
Managed Account Advisors
New Jersey
$40.9M -$428K -13,464 -1%
MTB
75
Mizuho Trust & Banking
Japan
$39.6M -$2M -63,020 -5%

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.