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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
HTC
451
Haverford Trust Company
Pennsylvania
$1.28M -$8.88K -185 -0.7%
UB
452
UMB Bank
Missouri
$1.28M -$12K -250 -1%
DJSG
453
D.J. St. Germain
Massachusetts
$1.28M -$15.4K -320 -1%
GWSG
454
GPS Wealth Strategies Group
Colorado
$1.25M +$12.5K +260 +1%
SC
455
Sawyer & Company
Massachusetts
$1.24M -$4.32K -90 -0.4%
CL
456
CIM LLC
New York
$1.23M +$20.9K +436 +2%
GWM
457
GSB Wealth Management
Connecticut
$1.23M +$1.15M +23,953 New
OAM
458
Oak Asset Management
California
$1.22M -$42K -875 -4%
P
459
Pitcairn
Pennsylvania
$1.22M +$96.7K +2,015 +9%
NA
460
NewEdge Advisors
Louisiana
$1.21M -$60K -1,250 -5%
IRF
461
IBM Retirement Fund
New York
$1.21M -$125K -2,614 -10%
ATPW
462
Ashton Thomas Private Wealth
Arizona
$1.21M +$597K +12,451 +112%
PFPT
463
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.2M +$3.12K +65 +0.3%
RA
464
RFG Advisory
Alabama
$1.2M +$8.21K +171 +0.7%
CI
465
Cigna Investments
Connecticut
$1.19M +$2.45K +51 +0.2%
GWM
466
Geneos Wealth Management
Colorado
$1.19M -$111K -2,310 -9%
CCM
467
Chiron Capital Management
Florida
$1.19M -$115K -2,398 -9%
EAM
468
Erste Asset Management
Austria
$1.19M
AIM
469
Anchor Investment Management
South Carolina
$1.18M
TAM
470
Townsend Asset Management
North Carolina
$1.17M -$97.4K -2,031 -8%
AI
471
AdvisorShares Investments
Maryland
$1.17M +$65.3K +1,361 +6%
OWM
472
OneAscent Wealth Management
Alabama
$1.15M +$23.7K +494 +2%
OTPPB
473
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.15M -$86.8K -1,810 -7%
WCM
474
Weld Capital Management
New York
$1.15M +$474K +9,873 +79%
SW
475
SVB Wealth
Massachusetts
$1.15M -$82.6K -1,722 -7%

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.