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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
SCM
76
Smead Capital Management
Arizona
$38.9M +$4.97M +156,486 +15%
SONJCPFA
77
State of New Jersey Common Pension Fund A
New Jersey
$38.5M +$38.1M +1,200,000 +6,000%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$38.3M -$17.8M -559,254 -32%
Canada Pension Plan Investment Board
79
Canada Pension Plan Investment Board
Ontario, Canada
$38.2M +$7.45M +234,386 +24%
Retirement Systems of Alabama
80
Retirement Systems of Alabama
Alabama
$38.2M -$179K -5,640 -0.5%
OH
81
Orbis Holdings
Bermuda
$38.1M +$38.4M +1,208,768 New
JP Morgan Chase
82
JP Morgan Chase
New York
$35.5M -$35.4M -1,113,942 -50%
RFC
83
Regions Financial Corp
Alabama
$34.6M +$502K +15,798 +1%
CCM
84
Check Capital Management
California
$34.6M +$2.92M +91,868 +9%
Lord, Abbett & Co
85
Lord, Abbett & Co
New Jersey
$34.5M -$1.02M -32,000 -3%
TA
86
Teachers Advisors
New York
$34M -$18.7M -589,698 -35%
DC
87
Davenport & Co
Virginia
$33.7M -$200K -6,296 -0.6%
BJ
88
BlackRock Japan
Japan
$33.6M -$1.14M -36,012 -3%
Principal Financial Group
89
Principal Financial Group
Iowa
$32.7M -$318K -10,008 -1%
TAM
90
Todd Asset Management
Kentucky
$32.5M -$2.3M -72,466 -7%
O
91
OppenheimerFunds
New York
$32M -$4.97M -156,260 -13%
IG
92
ING Group
Netherlands
$30.9M +$8.01M +252,148 +35%
Canada Life
93
Canada Life
Manitoba, Canada
$30.6M +$849K +26,704 +3%
APG Asset Management
94
APG Asset Management
Netherlands
$30.5M +$1.42M +44,818 +5%
GMI
95
Greystone Managed Investments
Saskatchewan, Canada
$30.2M -$533K -16,760 -2%
TH
96
TCTC Holdings
Texas
$29.3M -$57.2K -1,800 -0.2%
GIP
97
Greatmark Investment Partners
Georgia
$29.1M +$80.2K +2,524 +0.3%
Swiss National Bank
98
Swiss National Bank
Switzerland
$28.5M -$2.78M -87,600 -9%
Millennium Management
99
Millennium Management
New York
$28.2M +$4.97M +156,438 +21%
GC
100
Guggenheim Capital
Illinois
$27.5M -$19.1M -600,670 -41%

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.