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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
BBVA
576
Banco Bilbao Vizcaya Argentaria
Spain
$728K -$2.11K -44 -0.3%
MA
577
Montag & Associates
Georgia
$728K +$107K +2,226 +19%
BCM
578
BTC Capital Management
Iowa
$724K -$24.8K -516 -4%
KPWS
579
Kestra Private Wealth Services
Texas
$722K -$25.2K -526 -4%
Tudor Investment Corp
580
Tudor Investment Corp
Connecticut
$719K +$3.31K +69 +0.5%
AAS
581
Avantax Advisory Services
Texas
$716K -$19K -397 -3%
PWP
582
Principle Wealth Partners
Connecticut
$708K +$248K +5,172 +60%
KIC
583
Keating Investment Counselors
Florida
$704K -$11.5K -240 -2%
GT
584
Greenleaf Trust
Michigan
$682K +$81.3K +1,694 +15%
GI
585
Gradient Investments
Minnesota
$680K +$429K +8,932 +205%
MSFS
586
Main Street Financial Solutions
Pennsylvania
$670K +$52.3K +1,091 +9%
ASN
587
Advisory Services Network
Georgia
$661K -$7.63K -159 -1%
Wealthfront Advisers
588
Wealthfront Advisers
California
$659K +$74.6K +1,554 +14%
WOC
589
West Oak Capital
California
$657K +$3.12K +65 +0.5%
AWM
590
AE Wealth Management
Kansas
$651K +$63K +1,313 +12%
VDI
591
Vaughan David Investments
Illinois
$650K -$143K -2,984 -19%
FHB
592
First Hawaiian Bank
Hawaii
$645K +$200K +4,168 +49%
S
593
SignatureFD
Georgia
$644K +$34.5K +720 +6%
HAG
594
HighPoint Advisor Group
Illinois
$642K +$43.8K +912 +8%
CT
595
Caldwell Trust
Florida
$639K
VPIM
596
Vanguard Personalized Indexing Management
California
$639K -$1.68K -35 -0.3%
BC
597
Brookfield Corp
Ontario, Canada
$638K -$3.94M -82,163 -87%
SPC
598
Stewart & Patten Company
California
$636K -$47.6K -992 -7%
MRCM
599
M&R Capital Management
New Jersey
$632K -$38.4K -800 -6%
S
600
SimplyRich
California
$629K +$295K +6,153 +100%

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.