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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
NHC
651
Nicholas Hoffman & Company
Georgia
$485K +$122K +2,552 +37%
GFPC
652
Global Financial Private Client
Florida
$482K +$17.1K +357 +4%
MC
653
Moors & Cabot
Massachusetts
$480K +$23K +480 +5%
PNC
654
Park National Corp
Ohio
$478K
LFF
655
Level Four Financial
Texas
$474K -$4.51K -94 -1%
CFGS
656
Concourse Financial Group Securities
Alabama
$473K +$29.2K +608 +7%
WTC
657
WhitTier Trust Company
Nevada
$470K -$20.2K -420 -4%
WB
658
WesBanco Bank
West Virginia
$470K +$441K +9,184 New
LSA
659
Leonteq Securities AG
Switzerland
$465K -$198K -4,121 -31%
SW
660
SkyOak Wealth
Michigan
$462K +$48 +1 +0%
DI
661
Diligent Investors
California
$461K
TU
662
TDAM USA
Ontario, Canada
$460K -$34.5K -720 -7%
LWCFA
663
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$460K -$15.1K -314 -3%
CA
664
Cetera Advisors
Colorado
$457K -$41K -855 -9%
DP
665
Dearborn Partners
Illinois
$456K -$166K -3,458 -28%
IPW
666
Inlet Private Wealth
Florida
$456K
CM
667
Cornerstone Management
Georgia
$449K
VCM
668
Virtue Capital Management
Tennessee
$448K -$135K -2,816 -24%
LWAC
669
Laurel Wealth Advisors (California)
California
$448K -$768 -16 -0.2%
MCC
670
Money Concepts Capital
Florida
$448K +$57.2K +1,193 +16%
Qube Research & Technologies (QRT)
671
Qube Research & Technologies (QRT)
United Kingdom
$447K -$13.3M -277,411 -97%
MMG
672
Monetary Management Group
Missouri
$445K -$14.4K -300 -3%
MWM
673
Mission Wealth Management
California
$445K +$1.06K +22 +0.3%
SMM
674
Stadion Money Management
Georgia
$443K
TC
675
Telemus Capital
Michigan
$442K +$1.34K +28 +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.