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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
ST
301
Somerset Trust
Pennsylvania
$3.3M +$24.9K +519 +0.8%
CS
302
Candriam SCA
Luxembourg
$3.3M +$1.34K +28 +0%
IMRF
303
Illinois Municipal Retirement Fund
Illinois
$3.29M +$335K +6,981 +12%
PAI
304
Pittenger & Anderson Inc
Nebraska
$3.29M +$111K +2,320 +4%
IFAM
305
Institutional & Family Asset Management
Colorado
$3.23M -$99.8K -2,079 -3%
Man Group
306
Man Group
United Kingdom
$3.18M -$69.6K -1,450 -2%
HIC
307
Hartline Investment Corp
Illinois
$3.17M
WG
308
Watchman Group
Texas
$3.16M -$47.3K -986 -2%
Squarepoint
309
Squarepoint
New York
$3.16M -$630K -13,139 -18%
APF
310
Alaska Permanent Fund
Alaska
$3.15M
CMO
311
Covenant Multifamily Offices
Texas
$3.13M -$58.3K -1,216 -2%
Kayne Anderson Rudnick Investment Management
312
Kayne Anderson Rudnick Investment Management
California
$3.12M -$696K -14,514 -19%
Public Sector Pension Investment Board (PSP Investments)
313
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.1M -$4.26M -88,750 -59%
HF
314
HRT Financial
New York
$3.08M -$1.98M -41,367 -41%
II
315
Inspire Investing
Idaho
$3.07M +$1.25M +26,078 +77%
CIBC Private Wealth Group
316
CIBC Private Wealth Group
Georgia
$3.05M -$35K -730 -1%
CIBC Asset Management
317
CIBC Asset Management
Ontario, Canada
$3.01M -$76.3K -1,591 -3%
RIM
318
Redwood Investment Management
Arizona
$2.99M +$2.81M +58,507 New
BCI
319
Brinker Capital Investments
Pennsylvania
$2.97M -$1.81M -37,819 -39%
EI
320
EDMP Inc
Florida
$2.96M -$71.4K -1,488 -3%
ACM
321
Azimuth Capital Management
Michigan
$2.92M -$19.2K -400 -0.7%
RBA
322
Richard Bernstein Advisors
New York
$2.9M
LIA
323
LBMC Investment Advisors
Tennessee
$2.87M
CIBC World Market
324
CIBC World Market
Ontario, Canada
$2.84M -$58.6K -1,221 -2%
FT
325
Fiduciary Trust
Massachusetts
$2.79M

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.