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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
PC
151
Polar Capital
United Kingdom
$13.2M -$1.59M -50,000 -11%
TD Asset Management
152
TD Asset Management
Ontario, Canada
$13.2M -$2.05M -64,600 -13%
GT
153
Greenleaf Trust
Michigan
$13.1M +$938K +29,528 +8%
TAM
154
Trillium Asset Management
Massachusetts
$12.8M +$6.76M +212,856 +110%
TPSF
155
Texas Permanent School Fund
Texas
$12.6M -$1M -31,586 -7%
EIA
156
Edgemoor Investment Advisors
Maryland
$12.5M -$141K -4,438 -1%
Nisa Investment Advisors
157
Nisa Investment Advisors
Missouri
$12.5M +$127K +4,000 +1%
ZA
158
Zweig Advisers
Connecticut
$12.4M +$572K +18,000 +5%
AIG
159
American International Group
New York
$12.2M +$197K +6,196 +2%
ASRS
160
Arizona State Retirement System
Arizona
$12.2M -$578K -18,200 -4%
Comerica Bank
161
Comerica Bank
Texas
$12.1M -$440K -13,860 -3%
Los Angeles Capital Management
162
Los Angeles Capital Management
California
$11.9M -$12.7M -400,120 -51%
SOMRS
163
State of Michigan Retirement System
Michigan
$11.7M -$222K -7,000 -2%
Kayne Anderson Rudnick Investment Management
164
Kayne Anderson Rudnick Investment Management
California
$11M +$99.2K +3,120 +0.9%
VOYA Investment Management
165
VOYA Investment Management
Georgia
$10.9M -$152K -4,784 -1%
First Trust Advisors
166
First Trust Advisors
Illinois
$10.7M +$2.01M +63,364 +23%
RT
167
Rockland Trust
Massachusetts
$10.6M -$85.3K -2,684 -0.8%
CRC
168
Curi RMB Capital
Illinois
$10.6M -$398K -12,510 -4%
CC
169
Curian Capital
Colorado
$10.6M +$431K +13,568 +4%
RMA
170
Roffman Miller Associates
Pennsylvania
$10.6M +$1.53M +48,088 +17%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$10.6M -$1.44M -45,334 -12%
Public Sector Pension Investment Board (PSP Investments)
172
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.5M -$400K -12,600 -4%
SBWIC
173
Schaper Benz & Wise Investment Counsel
Wisconsin
$10.4M +$140K +4,400 +1%
CM
174
Capital Management
Virginia
$10.1M -$378K -11,886 -4%
EAM
175
EULAV Asset Management
Florida
$10M

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.