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1,073 hedge funds and large institutions have $23.3B invested in Aflac in 2021 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 342 increasing their positions, 438 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $157M | Put options by funds: $92.7M

63% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 65

12% more capital invested

Capital invested by funds: $20.8B → $23.3B (+$2.44B)

3% more funds holding

Funds holding: 1,0421,073 (+31)

0.11% less ownership

Funds ownership: 66.42%66.31% (-0.11%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

22% less repeat investments, than reductions

Existing positions increased: 342 | Existing positions reduced: 438

Holders
1,073
Holders Change
+31
Holders Change %
+2.98%
% of All Funds
18.84%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.21%
New
106
Increased
342
Reduced
438
Closed
65
Calls
$157M
Puts
$92.7M
Net Calls
+$63.8M
Net Calls Change
+$57.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SCI
251
S&CO Inc
Massachusetts
$4.82M
P
252
Paradiem
Louisiana
$4.78M +$349K +7,272 +9%
S
253
Surevest
California
$4.74M -$3.07K -64 -0.1%
Natixis Advisors
254
Natixis Advisors
Massachusetts
$4.71M +$403K +8,403 +10%
LCM
255
Liberty Capital Management
Michigan
$4.6M -$16.5K -344 -0.4%
CNBTD
256
Citizens National Bank Trust Department
Mississippi
$4.4M -$41.3K -860 -1%
DCM
257
Dupont Capital Management
Delaware
$4.36M +$2.42M +50,468 +146%
II
258
IFM Investors
Australia
$4.31M +$874K +18,210 +28%
MCM
259
Monarch Capital Management
Indiana
$4.3M -$246K -5,126 -6%
DA
260
Duality Advisers
Florida
$4.28M +$2.46M +51,373 +160%
MOACM
261
Mutual of America Capital Management
New York
$4.24M -$1.15K -24 -0%
RFC
262
Regions Financial Corp
Alabama
$4.18M -$1.53M -31,873 -28%
Connor, Clark & Lunn Investment Management (CC&L)
263
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.13M -$4.1M -85,493 -51%
COPPSERS
264
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.1M -$73.7K -1,537 -2%
MLICM
265
Metropolitan Life Insurance Company (MetLife)
New York
$4.1M -$263K -5,477 -6%
EF
266
Exeter Financial
Arizona
$4.04M +$83.1K +1,733 +2%
SPIA
267
Steward Partners Investment Advisory
New York
$3.99M +$392K +8,172 +12%
SAM
268
Shell Asset Management
Netherlands
$3.96M -$4.29M -89,457 -54%
Cambridge Investment Research Advisors
269
Cambridge Investment Research Advisors
Iowa
$3.89M +$469K +9,780 +15%
CT
270
Coastline Trust
Rhode Island
$3.87M -$292K -6,090 -7%
HIMCH
271
Hartford Investment Management Co (HIMCO)
Connecticut
$3.84M -$215K -4,483 -6%
FNT
272
First National Trust
Pennsylvania
$3.81M -$67.7K -1,411 -2%
CCM
273
Coldstream Capital Management
Washington
$3.81M -$429K -8,935 -11%
Millennium Management
274
Millennium Management
New York
$3.78M -$4.46M -92,972 -56%
BFEC
275
Benjamin F. Edwards & Company
Missouri
$3.75M -$106K -2,199 -3%

AFL Hedge Fund Activity: Q1 2021 in Review

1,073 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Aflac (AFL) for Q1 2021, worth a combined $23.3B — up 12% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new AFL positions and 65 closed out — a net gain of 41 holders — while 342 added to existing stakes and 438 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $78.6M. The largest seller was Franklin Resources, cutting an estimated $124M.

  • 1,073 institutional investors held Aflac (AFL) as of Q1 2021, up from 1,042 in Q4 2020.
  • Funds reported $23.3B of Aflac stock for Q1 2021, up 12% quarter-over-quarter.
  • 106 funds opened new Aflac positions in Q1 2021 and 65 closed out, a net change of +41 holders.
  • The largest Aflac buyer in Q1 2021 was LSV Asset Management, an estimated $78.6M added.
  • The largest Aflac seller in Q1 2021 was Franklin Resources, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2021.