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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
RIM
551
Redpoint Investment Management
Australia
$858K
EWM
552
Empirical Wealth Management
Washington
$856K -$21.5K -448 -3%
CAN
553
Cetera Advisor Networks
California
$836K +$25.9K +540 +3%
JIC
554
Johnson Investment Counsel
Ohio
$833K +$781K +16,274 New
DSC
555
Duncker Streett & Co
Missouri
$810K -$80.6K -1,680 -10%
MFAM
556
Motley Fool Asset Management
Virginia
$809K -$12.9K -268 -2%
TBA
557
Tower Bridge Advisors
Pennsylvania
$809K -$125K -2,606 -14%
DAC
558
Dividend Assets Capital
South Carolina
$803K -$6K -125 -0.8%
AP
559
Advisor Partners
California
$792K -$30.6K -638 -4%
MPPW
560
Mitchell & Pahl Private Wealth
Oklahoma
$792K +$40.8K +851 +6%
Lido Advisors
561
Lido Advisors
California
$788K +$267K +5,560 +57%
GAM
562
Gotham Asset Management
New York
$787K -$729K -15,202 -50%
GB
563
Goepper Burkhardt
South Carolina
$785K
AW
564
ACG Wealth
Georgia
$781K
SCA
565
Snowden Capital Advisors
New York
$777K +$9.07K +189 +1%
RP
566
Rice Partnership
Hawaii
$775K
GAAM
567
Guinness Atkinson Asset Management
California
$769K -$56.6K -1,180 -7%
ZIC
568
ZWJ Investment Counsel
Georgia
$767K +$175K +3,638 +32%
VWM
569
Venturi Wealth Management
Texas
$766K +$718K +14,972 New
EWA
570
Exencial Wealth Advisors
Oklahoma
$765K -$79.7K -1,662 -10%
EP
571
Eudaimonia Partners
Tennessee
$765K +$443K +9,238 +162%
BCV
572
Banque Cantonale Vaudoise
Switzerland
$752K
William Blair & Company
573
William Blair & Company
Illinois
$742K -$141K -2,936 -17%
Jones Financial Companies
574
Jones Financial Companies
Missouri
$736K -$16.9K -353 -2%
DA
575
Denali Advisors
California
$732K -$3.23M -67,400 -82%

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.