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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
EA
101
Euclid Advisors
Connecticut
$26M +$3.89M +122,400 +17%
SG Americas Securities
102
SG Americas Securities
New York
$25.6M +$13.8M +433,692 +114%
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.3M -$1.95M -61,246 -7%
Aviva
104
Aviva
United Kingdom
$24.1M -$756K -23,802 -3%
HSBC Holdings
105
HSBC Holdings
United Kingdom
$23.8M -$1.82M -57,376 -7%
TRSOTSOK
106
Teachers Retirement System of the State of Kentucky
Kentucky
$23.7M -$1.62M -51,000 -6%
US Bancorp
107
US Bancorp
Minnesota
$23.6M -$477K -15,024 -2%
BCIM
108
British Columbia Investment Management
British Columbia, Canada
$23.2M -$1.93M -60,828 -8%
EARNEST Partners
109
EARNEST Partners
Georgia
$21.3M -$213K -6,698 -1%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$21M -$479K -15,070 -2%
HPC
111
HM Payson & Co
Maine
$21M -$68.1K -2,144 -0.3%
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$21M +$26.1K +820 +0.1%
PI
113
PGGM Investments
Netherlands
$20.9M +$447K +14,058 +2%
SCM
114
Stevens Capital Management
Pennsylvania
$19.8M +$1.54M +48,528 +8%
SO
115
STRS Ohio
Ohio
$19.8M -$400K -12,600 -2%
PFM
116
Parsec Financial Management
North Carolina
$19.7M +$195K +6,144 +1%
ACI
117
AMP Capital Investors
Australia
$19.6M -$1.4M -44,032 -7%
CA
118
Commerzbank Aktiengesellschaft
Germany
$19.5M +$9.85M +309,890 +101%
GIA
119
Gateway Investment Advisers
Ohio
$19.3M -$966K -30,382 -5%
WBC
120
Westpac Banking Corp
Australia
$18.9M +$5.26M +165,600 +38%
WIC
121
Willis Investment Counsel
Georgia
$18.7M +$158K +4,980 +0.8%
RCM
122
RNC Capital Management
California
$18.5M +$352K +11,070 +2%
OC
123
Oppenheimer & Co
New York
$18.2M +$688K +21,640 +4%
ZIM
124
Zacks Investment Management
Illinois
$18.1M +$1.47M +46,122 +9%
CCMH
125
Cornerstone Capital Management Holdings
New York
$17.8M +$462K +14,526 +3%

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.