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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
CCFCSB
726
Cape Cod Five Cents Savings Bank
Massachusetts
$203K +$205K +6,440 New
PTC
727
Private Trust Company
Ohio
$202K -$35.8K -1,126 -15%
BMO
728
Beck Mack & Oliver
New York
$202K
RCM
729
Reynolds Capital Management
Nevada
$202K
ICM
730
IMS Capital Management
Oregon
$202K +$203K +6,400 New
AW
731
Alpha Windward
Massachusetts
$200K -$4.13K -130 -2%
BCMIO
732
Beacon Capital Management Inc (Ohio)
Ohio
$191K -$55.2K -1,738 -22%
PAS
733
Partnervest Advisory Services
California
$186K -$91.2K -2,870 -33%
ST
734
Stifel Trust
Missouri
$177K
NIM
735
NuWave Investment Management
New Jersey
$167K +$162K +5,086 +2,493%
LI
736
LMCG Investments
Massachusetts
$165K -$4.51K -142 -3%
GLI
737
Guardian Life Insurance
New York
$165K
MFS
738
MSI Financial Services
Massachusetts
$158K -$99.5K -3,130 -38%
SIA
739
Sit Investment Associates
Minnesota
$151K +$38.1K +1,200 +33%
MSFP
740
Mark Sheptoff Financial Planning
Connecticut
$151K +$153K +4,800 New
EWM
741
Elite Wealth Management
Washington
$148K
WA
742
WealthTrust-Arizona
Arizona
$146K +$6.48K +204 +5%
RNS
743
Robert N. Shapiro
$135K
ATC
744
Adirondack Trust Company
New York
$131K
MCM
745
Manchester Capital Management
Vermont
$127K +$128K +4,016 New
NYLT
746
New York Life Trust
New York
$126K +$32.9K +1,036 +35%
SAMC
747
Shinko Asset Management Company
Japan
$124K -$8.45K -266 -6%
FMLI
748
Fukoku Mutual Life Insurance
Japan
$120K
OIA
749
Optimum Investment Advisors
Illinois
$115K
IMS
750
Index Management Solutions
Pennsylvania
$115K +$39.5K +1,244 +52%

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.