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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
MB
26
Mizuho Bank
Japan
$154M
Invesco
27
Invesco
Georgia
$146M +$14.2M +296,674 +12%
PPA
28
Parametric Portfolio Associates
Washington
$140M -$2.44M -50,897 -2%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$135M -$16.3M -340,500 -11%
Swiss National Bank
30
Swiss National Bank
Switzerland
$131M -$3.12M -65,100 -2%
ProShare Advisors
31
ProShare Advisors
Maryland
$130M -$13M -270,014 -10%
CP
32
Coho Partners
Pennsylvania
$123M -$40.5M -844,755 -26%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$115M -$9.69M -202,028 -8%
Goldman Sachs
34
Goldman Sachs
New York
$98.7M +$16.3M +338,808 +21%
Bank Julius Baer & Co
35
Bank Julius Baer & Co
Switzerland
$97.5M +$68.2M +1,420,519 +293%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$93.7M -$10.2M -213,102 -10%
Wellington Management Group
37
Wellington Management Group
Massachusetts
$92.9M -$4.07M -84,913 -4%
Franklin Resources
38
Franklin Resources
California
$86.3M -$124M -2,590,675 -61%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$84.7M -$3.94M -82,076 -5%
PAMU
40
Pictet Asset Management (UK)
United Kingdom
$82.7M +$44.5M +927,436 +135%
D.E. Shaw & Co
41
D.E. Shaw & Co
New York
$82M -$72.7M -1,515,171 -49%
UBS Group
42
UBS Group
Switzerland
$79.7M -$5.27M -109,939 -7%
AI
43
Ariel Investments
Illinois
$78.8M +$3.6M +75,100 +5%
CS
44
Credit Suisse
Switzerland
$75.2M -$14.5M -301,820 -17%
Prudential Financial
45
Prudential Financial
New Jersey
$74.2M -$11.3M -234,797 -14%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$73.9M -$4.4M -91,652 -6%
AAMU
47
Amundi Asset Management US
Massachusetts
$72.7M +$28.9M +602,778 +74%
Fidelity International
48
Fidelity International
Bermuda
$72.2M +$18.5M +385,598 +38%
Deutsche Bank
49
Deutsche Bank
Germany
$70.5M +$12.1M +252,918 +22%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$69.4M -$207K -4,321 -0.3%

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.