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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
HIS
826
Horizon Investment Services
Indiana
-$3.56M -106,558 Closed
MLL
827
Moody Lynn & Lieberson
Massachusetts
-$3.48M -104,132 Closed
CANY
828
Caxton Associates (New York)
New York
-$3.03M -90,800 Closed
MCC
829
Malaga Cove Capital
California
-$2.89M -86,652 Closed
CCM
830
Coldstream Capital Management
Washington
-$2.58M -77,188 Closed
IGIM
831
I.G. Investment Management
Manitoba, Canada
-$2.15M -64,220 Closed
GIM
832
Goelzer Investment Management
Indiana
-$2.09M -62,676 Closed
Fiera Capital (Canada)
833
Fiera Capital (Canada)
Quebec, Canada
-$2.03M -60,688 Closed
PWAG
834
Polaris Wealth Advisory Group
California
-$2M -59,996 Closed
SFM
835
Soros Fund Management
New York
-$1.67M -50,000 Closed
Teacher Retirement System of Texas
836
Teacher Retirement System of Texas
Texas
-$1.58M -47,246 Closed
GCA
837
Gideon Capital Advisors
New York
-$1.53M -45,960 Closed
JIM
838
Jupiter Investment Management
United Kingdom
-$981K -29,400 Closed
PCM
839
Perkins Capital Management
Minnesota
-$858K -25,700 Closed
QIM
840
Quantitative Investment Management
Virginia
-$774K -23,200 Closed
HTC
841
Haverford Trust Company
Pennsylvania
-$757K -22,668 Closed
WAM
842
Wolverine Asset Management
Illinois
-$574K -17,200 Closed
Verition Fund Management
843
Verition Fund Management
Connecticut
-$518K -15,500 Closed
UAM
844
UAS Asset Management
New York
-$458K -13,700 Closed
Walleye Trading
845
Walleye Trading
New York
-$365K -11,478 Closed
Massachusetts Financial Services
846
Massachusetts Financial Services
Massachusetts
-$368K -11,010 Closed
PM
847
Parametrica Management
Hong Kong
-$350K -10,478 Closed
HSA
848
Hussman Strategic Advisors
Maryland
-$334K -10,000 Closed
BT
849
Bankers Trust
Iowa
-$333K -9,982 Closed
IPRC
850
Indices-Pac Research Corporation
New Jersey
-$304K -9,108 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.