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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
SC
276
Stolper & Co
Oklahoma
$3.75M +$7.1K +148 +0.2%
WAM
277
Wallington Asset Management
Indiana
$3.75M -$193K -4,030 -5%
MML Investors Services
278
MML Investors Services
Massachusetts
$3.74M +$288K +6,005 +9%
KL
279
KWMG LLC
Kansas
$3.73M +$140K +2,926 +4%
PFS
280
Prospera Financial Services
Texas
$3.72M +$1.33M +27,691 +61%
BC
281
Burney Company
Virginia
$3.7M -$122K -2,533 -3%
HFS
282
Hantz Financial Services
Michigan
$3.69M +$64.5K +1,344 +2%
PFM
283
Parsec Financial Management
North Carolina
$3.67M -$200K -4,163 -5%
GLA
284
Great Lakes Advisors
Illinois
$3.65M -$873K -18,189 -20%
TRCT
285
Tower Research Capital (TRC)
New York
$3.65M +$1.76M +36,642 +106%
FM
286
Foster & Motley
Ohio
$3.62M -$222K -4,633 -6%
PAM
287
Peninsula Asset Management
Florida
$3.59M +$109K +2,267 +3%
NSAM
288
North Star Asset Management
Wisconsin
$3.58M -$423K -8,811 -11%
FCH
289
Freestone Capital Holdings
Washington
$3.55M +$173K +3,600 +5%
BCFS
290
Butensky & Cohen Financial Security
Florida
$3.51M -$31.9K -665 -1%
DILIC
291
Dai-ichi Life Insurance Company
Japan
$3.49M
JCM
292
Jacobi Capital Management
Pennsylvania
$3.48M -$13.6K -284 -0.4%
IA
293
IndexIQ Advisors
New York
$3.44M +$2.78M +57,931 +625%
SFI
294
Siemens Fonds Invest
Germany
$3.43M -$126K -2,632 -4%
WorldQuant Millennium Advisors
295
WorldQuant Millennium Advisors
New York
$3.4M
KLWA
296
Kelly Lawrence W & Associates
California
$3.4M +$537K +11,188 +20%
Mackenzie Financial
297
Mackenzie Financial
Ontario, Canada
$3.39M -$1.77M -36,840 -36%
Carson Wealth (CWM LLC)
298
Carson Wealth (CWM LLC)
Nebraska
$3.33M
NAM
299
Nissay Asset Management
Japan
$3.32M -$121K -2,532 -4%
AIA
300
AGF Investments America
Ontario, Canada
$3.31M

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.