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791 hedge funds and large institutions have $18.3B invested in Aflac in 2015 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 273 increasing their positions, 341 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more call options, than puts

Call options by funds: $237M | Put options by funds: $101M

56% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 39

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

2% more funds holding

Funds holding: 778791 (+13)

1.14% more ownership

Funds ownership: 129.33%130.47% (+1.1%)

3% more capital invested

Capital invested by funds: $17.8B → $18.3B (+$515M)

20% less repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 341

Holders
791
Holders Change
+13
Holders Change %
+1.67%
% of All Funds
21.08%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.56%
New
61
Increased
273
Reduced
341
Closed
39
Calls
$237M
Puts
$101M
Net Calls
+$136M
Net Calls Change
+$45.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MTB
76
Mizuho Trust & Banking
Japan
$39.2M +$1.11M +36,506 +3%
Ameriprise
77
Ameriprise
Minnesota
$38.7M +$2.24M +73,424 +6%
Barclays
78
Barclays
United Kingdom
$38.2M +$11.9M +388,494 +48%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$38.1M -$4.16M -136,386 -10%
CTB
80
Country Trust Bank
Illinois
$35.9M +$458K +15,016 +1%
Principal Financial Group
81
Principal Financial Group
Iowa
$35.7M +$327K +10,722 +1%
BTS
82
BB&T Securities
Virginia
$35.5M +$2.64M +86,488 +356%
WF
83
Welch & Forbes
Massachusetts
$35.3M -$1.42M -46,390 -4%
Canada Life
84
Canada Life
Manitoba, Canada
$34M +$426K +13,974 +1%
BJ
85
BlackRock Japan
Japan
$32.5M -$1.88M -61,610 -6%
TH
86
TCTC Holdings
Texas
$30.7M -$18.3K -600 -0.1%
AAMU
87
AEGON Asset Management (UK)
United Kingdom
$29.8M +$22.7M +744,272 +398%
AG
88
Aperio Group
California
$27.5M +$5.05M +165,554 +24%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$27.1M +$25.9M +848,078 New
IGIM
90
I.G. Investment Management
Manitoba, Canada
$26.5M +$25.3M +828,740 New
APG Asset Management
91
APG Asset Management
Netherlands
$26.1M -$10.8M -353,636 -30%
ProShare Advisors
92
ProShare Advisors
Maryland
$25.4M +$3.3M +108,288 +16%
HPC
93
HM Payson & Co
Maine
$24.7M +$1.35M +44,250 +6%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$24.5M -$5.8M -190,184 -20%
WIC
95
Willis Investment Counsel
Georgia
$23.5M +$353K +11,560 +2%
ZIM
96
Zacks Investment Management
Illinois
$23.2M +$1.34M +43,992 +6%
O
97
OppenheimerFunds
New York
$23.1M +$4.16M +136,284 +23%
Ohio Public Employees Retirement System (OPERS)
98
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.7M +$58.3K +1,910 +0.3%
Lord, Abbett & Co
99
Lord, Abbett & Co
New Jersey
$22.4M -$9.14M -299,800 -30%
State of Wisconsin Investment Board
100
State of Wisconsin Investment Board
Wisconsin
$22.1M -$576K -18,880 -3%

AFL Hedge Fund Activity: Q1 2015 in Review

791 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q1 2015, worth a combined $18.3B — up 2.9% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new AFL positions and 39 closed out — a net gain of 22 holders — while 273 added to existing stakes and 341 trimmed.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $57.3M. The largest seller was Wellington Management Group, cutting an estimated $130M.

  • 791 institutional investors held Aflac (AFL) as of Q1 2015, up from 778 in Q4 2014.
  • Funds reported $18.3B of Aflac stock for Q1 2015, up 2.9% quarter-over-quarter.
  • 61 funds opened new Aflac positions in Q1 2015 and 39 closed out, a net change of +22 holders.
  • The largest Aflac buyer in Q1 2015 was Balyasny Asset Management, an estimated $57.3M added.
  • The largest Aflac seller in Q1 2015 was Wellington Management Group, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2015.