We are live on ! Find out more

767 hedge funds and large institutions have $17.2B invested in Aflac in 2014 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 278 increasing their positions, 332 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $230M | Put options by funds: $126M

4% less funds holding

Funds holding: 799767 (-32)

8.66% less ownership

Funds ownership: 137.98%129.32% (-8.7%)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

12% less capital invested

Capital invested by funds: $19.5B → $17.2B (-$2.28B)

16% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 332

40% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 58

Holders
767
Holders Change
-32
Holders Change %
-4.01%
% of All Funds
22.25%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.55%
New
35
Increased
278
Reduced
332
Closed
58
Calls
$230M
Puts
$126M
Net Calls
+$104M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Axa
51
Axa
France
$56.4M +$36.9M +1,212,814 +168%
RFS
52
Rockefeller Financial Services
New York
$53.8M +$3.65M +119,926 +7%
TCM
53
Tetrem Capital Management
Manitoba, Canada
$53.5M +$4.06M +133,560 +8%
Two Sigma Advisers
54
Two Sigma Advisers
New York
$52.9M +$47.2M +1,550,200 +586%
WG
55
Winton Group
United Kingdom
$50.9M -$7.44M -244,478 -12%
TAM
56
Tocqueville Asset Management
New York
$50.8M -$659K -21,650 -1%
BIM
57
BlackRock Investment Management
Delaware
$50.4M -$8.67M -285,040 -14%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$50.4M +$2.17M +71,188 +4%
RIM
59
RS Investment Management
California
$50.1M
Canada Pension Plan Investment Board
60
Canada Pension Plan Investment Board
Ontario, Canada
$49.5M +$1.49M +48,998 +3%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$49.2M -$11.4M -375,812 -18%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$49M -$554K -18,208 -1%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$48.7M -$2.49M -81,904 -5%
Goldman Sachs
64
Goldman Sachs
New York
$48.6M -$22.5M -739,968 -31%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$47.6M -$4.04M -132,800 -8%
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$47M -$3.95M -129,648 -7%
KCM
67
Kames Capital Management
United Kingdom
$45.9M -$1.52M -50,056 -3%
Macquarie Group
68
Macquarie Group
Australia
$43.7M +$2.82M +92,762 +7%
PPA
69
Parametric Portfolio Associates
Washington
$43.4M -$566K -18,610 -1%
State of New Jersey Common Pension Fund D
70
State of New Jersey Common Pension Fund D
New Jersey
$42.5M +$7.3M +240,000 +20%
AAM
71
Aberdeen Asset Management
United Kingdom
$41.5M -$26.3M -865,456 -38%
Renaissance Technologies
72
Renaissance Technologies
New York
$41.3M +$21.7M +712,200 +101%
APG Asset Management
73
APG Asset Management
Netherlands
$39.4M +$2.71M +88,940 +7%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$39M -$1.34M -44,160 -3%
QI
75
QV Investors
Alberta, Canada
$38.6M +$3.92M +128,670 +11%

AFL Hedge Fund Activity: Q3 2014 in Review

767 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q3 2014, worth a combined $17.2B — down 12% from $19.5B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of AFL and 35 opened new positions — a net loss of 23 holders — while 332 trimmed existing stakes and 278 added.

The largest buyer was Citadel Advisors, adding an estimated $122M. The largest seller was Norges Bank, cutting an estimated $1B.

  • 767 institutional investors held Aflac (AFL) as of Q3 2014, down from 799 in Q2 2014.
  • Funds reported $17.2B of Aflac stock for Q3 2014, down 12% quarter-over-quarter.
  • 35 funds opened new Aflac positions in Q3 2014 and 58 closed out, a net change of -23 holders.
  • The largest Aflac buyer in Q3 2014 was Citadel Advisors, an estimated $122M added.
  • The largest Aflac seller in Q3 2014 was Norges Bank, an estimated $1B sold.

Based on aggregated 13F filings for Q3 2014.