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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
Norges Bank
1
Norges Bank
Norway
$1.79B +$11.7M +383,152 +0.7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.69B -$11.3M -368,946 -0.7%
State Street
3
State Street
Massachusetts
$1.47B -$35.6M -1,167,244 -2%
BIT
4
BlackRock Institutional Trust
California
$748M -$4.34M -142,346 -0.6%
Harris Associates
5
Harris Associates
Illinois
$630M +$2.34M +76,704 +0.4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$493M -$32.6M -1,067,174 -6%
Wells Fargo
7
Wells Fargo
California
$488M -$3.9M -127,796 -0.8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$438M -$9.11M -298,698 -2%
Nordea Investment Management
9
Nordea Investment Management
Sweden
$425M -$3.75M -122,796 -0.9%
Invesco
10
Invesco
Georgia
$377M +$17.9M +587,954 +5%
Northern Trust
11
Northern Trust
Illinois
$368M -$14M -457,966 -4%
UBS Group
12
UBS Group
Switzerland
$368M +$22.1M +724,972 +7%
BFA
13
BlackRock Fund Advisors
California
$285M -$15.4M -505,758 -5%
EVM
14
Eaton Vance Management
Massachusetts
$250M +$1.69M +55,500 +0.7%
Franklin Resources
15
Franklin Resources
California
$234M -$5.33M -174,646 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$224M +$3.05M +100,000 +1%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$221M -$30.9M -1,014,000 -13%
BG
18
BlackRock Group
United Kingdom
$205M -$8.41M -275,592 -4%
Goldman Sachs
19
Goldman Sachs
New York
$202M -$2.08M -68,038 -1%
Bank of America
20
Bank of America
North Carolina
$194M -$2.25M -73,810 -1%
MB
21
Mizuho Bank
Japan
$192M
LSV Asset Management
22
LSV Asset Management
Illinois
$152M -$3.55M -116,400 -2%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$150M +$35.7M +1,171,328 +33%
Axa
24
Axa
France
$139M -$12.6M -413,740 -9%
SI
25
Scharf Investments
California
$135M +$11.4M +374,096 +10%

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.