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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
EH
601
Employers Holdings
Nevada
$625K
RCAG
602
Rehmann Capital Advisory Group
Michigan
$623K -$2.69K -56 -0.5%
AUB
603
Atlantic Union Bankshares
Virginia
$622K -$4.8K -100 -0.8%
SAM
604
Sompo Asset Management
Japan
$617K -$276K -5,750 -32%
FCI
605
Financial Counselors Inc
Kansas
$615K -$46.7K -973 -7%
TPCW
606
TD Private Client Wealth
New York
$601K -$33.9K -706 -6%
RT
607
Rockland Trust
Massachusetts
$599K -$7.68K -160 -1%
FPWM
608
FSB Premier Wealth Management
Iowa
$590K -$2.03M -42,258 -79%
LIM
609
Longfellow Investment Management
Massachusetts
$589K -$82K -1,708 -13%
SAM
610
Smithbridge Asset Management
Pennsylvania
$589K +$24K +500 +5%
JIC
611
Joel Isaacson & Co
New York
$580K
ACWM
612
Adams Chetwood Wealth Management
North Carolina
$579K +$21.9K +457 +4%
FTDI
613
First Trust Direct Indexing
Massachusetts
$578K +$25.1K +523 +5%
MAFM
614
Mid Atlantic Financial Management
Pennsylvania
$577K -$39.4K -822 -7%
ACM
615
Argyle Capital Management
Pennsylvania
$574K -$38.4K -800 -7%
PAG
616
Private Advisor Group
New Jersey
$573K +$56.3K +1,174 +12%
CBFP
617
Cedar Brook Financial Partners
Ohio
$571K +$22.4K +466 +4%
FFN
618
Focus Financial Network
Minnesota
$555K +$521K +10,849 New
PWLP
619
Prio Wealth Limited Partnership
Massachusetts
$554K -$20.4K -425 -4%
CAAS
620
Capital Asset Advisory Services
Michigan
$542K +$508K +10,595 New
BFA
621
Bragg Financial Advisors
North Carolina
$541K -$41.4K -863 -8%
VFA
622
Voya Financial Advisors
Connecticut
$538K -$131K -2,726 -21%
BA
623
BCM Advisors
Louisiana
$534K
CFD
624
Creative Financial Designs
Indiana
$533K +$48 +1 +0%
PSUF
625
People's United Financial
Connecticut
$529K

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.