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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
CNB
176
City National Bank
California
$9.88M -$943K -29,676 -9%
Stifel Financial
177
Stifel Financial
Missouri
$9.67M +$9.75M +306,748 New
BC
178
Burney Company
Virginia
$9.65M +$327K +10,302 +3%
MSA
179
Mason Street Advisors
Wisconsin
$9.5M +$1.17M +36,840 +14%
TSU
180
TD Securities (USA)
New York
$9.43M -$945K -29,724 -9%
BMCMI
181
Bryn Mawr Capital Management Inc
Pennsylvania
$9.33M -$6.22M -195,598 -40%
Caisse de Depot et Placement du Quebec (CDPQ)
182
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.3M -$9.57M -301,200 -51%
Lazard Asset Management
183
Lazard Asset Management
New York
$9.23M -$12.5M -392,452 -57%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$9.09M +$2.3M +72,254 +33%
FQ
185
First Quadrant
California
$9.06M -$69.9K -2,200 -0.8%
PP
186
Prospector Partners
Connecticut
$8.8M -$178K -5,600 -2%
MIM
187
Marco Investment Management
Georgia
$8.69M +$25.5K +802 +0.3%
AAM
188
Advisors Asset Management
Colorado
$8.69M +$144K +4,528 +2%
BUB
189
BBVA USA Bancshares
Texas
$8.64M +$111K +3,480 +1%
TSBJ
190
Trevor, Stewart, Burton & Jacobsen
New York
$8.63M -$181K -5,700 -2%
SB
191
Suntrust Banks
Georgia
$8.54M +$544K +17,112 +7%
BP
192
Banyan Partners
Florida
$8.52M -$815K -25,652 -9%
1IC
193
1919 Investment Counsel
Maryland
$8.47M -$30.4K -958 -0.4%
AG
194
Aperio Group
California
$8.44M +$8.51M +267,842 New
FAF
195
Fjarde Ap-fonden
Sweden
$8.38M +$305K +9,582 +4%
HIMCH
196
Hartford Investment Management Co (HIMCO)
Connecticut
$8.37M -$382K -12,024 -4%
LPL Financial
197
LPL Financial
California
$8.29M -$670K -21,088 -7%
PAM
198
Palisade Asset Management
Minnesota
$8.26M +$133K +4,170 +2%
CIM
199
Calvert Investment Management
Maryland
$8.17M +$3.23M +101,766 +65%
GIBU
200
Gulf International Bank (UK)
United Kingdom
$8.15M +$44.9K +1,414 +0.5%

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.