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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
FWC
751
First Washington Corp
Washington
$107K
FFC
752
First Financial Corp
Indiana
$107K +$25.4K +800 +31%
First Manhattan
753
First Manhattan
New York
$107K +$31.8K +1,000 +42%
CCS
754
Crosspoint Capital Strategies
California
$104K
FCCM
755
First City Capital Management
Georgia
$102K +$103K +3,250 New
GAAM
756
Guinness Atkinson Asset Management
California
$99K +$31.8K +1,000 +47%
MBE
757
Michael B. Elefante
$91K -$82.6K -2,600 -47%
BBHC
758
Brown Brothers Harriman & Co
New York
$90K -$124K -3,892 -58%
DIA
759
Davidson Investment Advisors
Montana
$90K
S
760
SignatureFD
Georgia
$86K +$27.6K +870 +47%
WEC
761
Winslow Evans & Crocker
Massachusetts
$85.1K +$10.9K +342 +15%
TCM
762
Tradewinds Capital Management
Washington
$83K +$64 +2 +0.1%
LFG
763
LifePlan Financial Group
Ohio
$83K +$445 +14 +0.5%
NES
764
New England Securities
New York
$70K +$5.15K +162 +8%
AR
765
Advisory Research
Illinois
$68K +$68.4K +2,152 New
AA
766
Apriem Advisors
California
$63K
BCM
767
Blume Capital Management
California
$63K
CAL
768
Capital Analysts LLC
Pennsylvania
$61.8K +$10.2K +320 +20%
PMFA
769
Plante Moran Financial Advisors
Michigan
$59K +$445 +14 +0.8%
W
770
Wealthfront
California
$59K +$58.7K +1,848 New
OSNBOA
771
Old Second National Bank of Aurora
Illinois
$56K
MAM
772
Mizuho Asset Management
Japan
$55K
KTC
773
Kistler-Tiffany Companies
Pennsylvania
$53K -$17K -534 -24%
FWM
774
Focused Wealth Management
New York
$52K -$70.9K -2,230 -58%
HRIA
775
Haberer Registered Investment Advisor
Ohio
$48K +$44.5K +1,400 +1,167%

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.