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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
TWA
801
TCI Wealth Advisors
Arizona
$9K
SFPIA
802
Stevens First Principles Investment Advisors
California
$8K
TFO
803
Tarbox Family Office
California
$7K
TFA
804
Transamerica Financial Advisors
Florida
$7K
VIA
805
Vantage Investment Advisors
Pennsylvania
$7K
OSAM
806
O'Shaughnessy Asset Management
Connecticut
$6K -$313K -9,864 -98%
SSG
807
Summit Securities Group
New York
$6K -$216K -6,800 -97%
AC
808
Alexandria Capital
Virginia
$6K
KT
809
Kanaly Trust
Texas
$6K +$4.89K +154 +550%
CFS
810
Community Financial System
New York
$5K -$25.4K -798 -83%
ACM
811
Antonetti Capital Management
Florida
$4K -$28.6K -900 -88%
HF
812
Hoxton Financial
West Virginia
$4K -$21.2K -666 -83%
AWM
813
Avior Wealth Management
Nebraska
$4K +$3.81K +120 New
HI
814
Hudock Inc
Pennsylvania
$4K +$4.13K +130 New
DBT
815
Dubuque Bank & Trust
Iowa
$3K
FAM
816
Formidable Asset Management
Ohio
$3K
WRM
817
Westport Resources Management
Connecticut
$1K
VCM
818
Vigilant Capital Management
Maine
$1K +$508 +16 New
TT
819
Tiedemann Trust
Delaware
$227
SM
820
Seminole Management
New York
-$35.9M -1,075,652 Closed
OAM
821
Origin Asset Management
United Kingdom
-$22.9M -684,570 Closed
NFA
822
Nationwide Fund Advisors
Ohio
-$14.9M -444,818 Closed
RI
823
Redwood Investments
Massachusetts
-$7.5M -224,600 Closed
LCM
824
Lomas Capital Management
New York
-$4.73M -141,500 Closed
Arrowstreet Capital
825
Arrowstreet Capital
Massachusetts
-$4.21M -126,012 Closed

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.