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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.6B -$79.5M -2,500,644 -5%
State Street
2
State Street
Massachusetts
$1.38B -$90.8M -2,855,768 -6%
Norges Bank
3
Norges Bank
Norway
$1.35B
Wellington Management Group
4
Wellington Management Group
Massachusetts
$876M +$73.5M +2,313,504 +9%
BIT
5
BlackRock Institutional Trust
California
$748M -$5.84M -183,880 -0.8%
Wells Fargo
6
Wells Fargo
California
$592M -$13.5M -423,510 -2%
Harris Associates
7
Harris Associates
Illinois
$519M +$47.7M +1,499,408 +10%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$487M -$110M -3,466,428 -18%
Nordea Investment Management
9
Nordea Investment Management
Sweden
$417M +$6.33M +199,026 +2%
Northern Trust
10
Northern Trust
Illinois
$395M -$6.52M -205,266 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$307M -$6.27M -197,274 -2%
U
12
UBS
Switzerland
$274M +$22.6M +709,580 +9%
BFA
13
BlackRock Fund Advisors
California
$261M +$153K +4,828 +0.1%
Franklin Resources
14
Franklin Resources
California
$242M +$19.7M +618,474 +9%
Invesco
15
Invesco
Georgia
$230M -$489K -15,372 -0.2%
HCM
16
Herndon Capital Management
Georgia
$223M -$2.14M -67,334 -0.9%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$216M +$42M +1,320,292 +24%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$212M -$308K -9,682 -0.1%
BG
19
BlackRock Group
United Kingdom
$210M -$19.5M -614,484 -8%
MB
20
Mizuho Bank
Japan
$189M
SI
21
Scout Investments
Missouri
$177M +$966K +30,408 +0.5%
Bank of America
22
Bank of America
North Carolina
$157M -$20.9M -658,110 -12%
TCIM
23
TIAA CREF Investment Management
New York
$137M -$52.4M -1,648,364 -27%
LSV Asset Management
24
LSV Asset Management
Illinois
$133M -$11.5M -361,346 -8%
EVM
25
Eaton Vance Management
Massachusetts
$129M -$167M -5,247,098 -56%

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.