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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
ATC
676
Argent Trust Co
Tennessee
$441K -$9.6K -200 -2%
HIA
677
Harbor Investment Advisory
Maryland
$439K -$39K -812 -9%
BFS
678
Bradley Foster & Sargent
Connecticut
$438K +$8.21K +171 +2%
CTFG
679
Capstone Triton Financial Group
Oklahoma
$438K +$17.4K +363 +4%
BOTW
680
Bank of the West
California
$433K -$12.9K -268 -3%
CM
681
Columbus Macro
Pennsylvania
$430K -$41K -854 -9%
MCM
682
MAI Capital Management
Ohio
$430K -$336 -7 -0.1%
AWM
683
Altium Wealth Management
New York
$430K +$403K +8,403 New
CSA
684
Cottage Street Advisors
Massachusetts
$429K -$11.5K -240 -3%
CCP
685
Corient Capital Partners
California
$429K +$36.6K +762 +10%
SFO
686
Stokes Family Office
Louisiana
$426K +$85.2K +1,775 +27%
JIP
687
Jaffetilchin Investment Partners
Florida
$424K +$397K +8,281 New
LOAMS
688
Lombard Odier Asset Management (Switzerland)
Switzerland
$424K +$398K +8,292 New
KA
689
Kintegral Advisory
New York
$422K
IWC
690
Integrated Wealth Concepts
Massachusetts
$416K +$65.3K +1,361 +20%
AT
691
Arden Trust
Delaware
$414K
FWP
692
Firethorn Wealth Partners
Georgia
$414K +$2.73K +57 +0.7%
CTA
693
Chesley Taft & Associates
Illinois
$412K
HB
694
Homrich & Berg
Georgia
$412K +$22.9K +477 +6%
ESB
695
Essex Savings Bank
Connecticut
$411K
RPC
696
Rossmore Private Capital
Connecticut
$409K
WC
697
Woodstock Corp
Massachusetts
$407K +$6.14K +128 +2%
SMC
698
Smith, Moore & Co
Missouri
$407K +$38.5K +802 +11%
SHGA
699
Sand Hill Global Advisors
California
$406K -$20.6K -429 -5%
TA
700
Tiedemann Advisors
New York
$404K +$7.53K +157 +2%

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.