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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
GFA
501
Gifford Fong Associates
California
$1.05M
Arrowstreet Capital
502
Arrowstreet Capital
Massachusetts
$1.05M +$988K +20,600 New
GT
503
Glenview Trust
Kentucky
$1.04M +$432 +9 +0%
1832 Asset Management
504
1832 Asset Management
Ontario, Canada
$1.04M -$6.26M -130,452 -86%
ECM
505
Everence Capital Management
Indiana
$1.04M
CFMC
506
Curbstone Financial Management Corp
New Hampshire
$1.03M -$21.6K -450 -2%
SSW
507
Smith Shellnut Wilson
Mississippi
$1.03M -$527K -10,983 -35%
HT
508
Heritage Trust
Oklahoma
$1.03M -$16.5K -344 -2%
PA
509
Pinnacle Associates
New York
$1.02M -$62.8K -1,308 -6%
WANY
510
Wealthspire Advisors (New York)
New York
$1.02M +$26K +542 +3%
CIC
511
Crawford Investment Counsel
Georgia
$1.01M +$63K +1,313 +7%
CFA
512
Carroll Financial Associates
North Carolina
$1.01M -$6.09K -127 -0.6%
AFG
513
Allegheny Financial Group
Pennsylvania
$1.01M +$48 +1 +0%
NB
514
Norinchukin Bank
Japan
$1.01M +$23.6K +491 +3%
WS
515
Wedbush Securities
California
$1.01M +$4.17K +87 +0.4%
TNB
516
TCF National Bank
South Dakota
$1.01M -$50.8K -1,059 -5%
PGFC
517
Peapack-Gladstone Financial Corp
New Jersey
$999K +$600K +12,502 +178%
CAM
518
Cozad Asset Management
Illinois
$995K +$1.2K +25 +0.1%
KTC
519
Kistler-Tiffany Companies
Pennsylvania
$994K
WSC
520
Wellington Shields & Co
New York
$991K +$504K +10,500 +119%
ECM
521
EagleClaw Capital Management
Massachusetts
$990K -$99.6K -2,075 -10%
ITIM
522
Indiana Trust & Investment Management
Indiana
$987K -$115K -2,407 -11%
LPT
523
Legacy Private Trust
Wisconsin
$987K -$74.4K -1,550 -7%
FMC
524
First Merchants Corp
Indiana
$980K -$65.3K -1,360 -7%
MMPW
525
Mitchell McLeod Pugh & Williams
Alabama
$974K +$24.3K +507 +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.