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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
IIM
701
Ipswich Investment Management
Massachusetts
$403K
RMC
702
Resources Management Corp
Connecticut
$402K -$21.1K -440 -5%
BHWM
703
Bar Harbor Wealth Management
New Hampshire
$402K
IAMOG
704
Investors Asset Management of Georgia
Georgia
$401K
LCP
705
Legacy Capital Partners
Wisconsin
$401K
CM
706
Capula Management
Cayman Islands
$400K +$375K +7,811 New
SNT
707
Security National Trust
West Virginia
$399K -$21.6K -450 -5%
SBIA
708
Sheaff Brock Investment Advisors
Indiana
$396K
KFA
709
Krane Funds Advisors
New York
$396K +$353K +7,356 +1,962%
PFG
710
PAX Financial Group
Texas
$395K +$371K +7,725 New
GC
711
Gilbert & Cook
Iowa
$394K +$37.4K +780 +11%
WFA
712
West Financial Advisors
Iowa
$392K -$4.8K -100 -1%
WA
713
WBH Advisory
Maryland
$390K -$9.6K -200 -3%
MSAM
714
Moloney Securities Asset Management
Missouri
$390K +$34.3K +714 +10%
FA
715
FDx Advisors
Illinois
$388K -$9.98K -208 -3%
Vontobel Holding
716
Vontobel Holding
Switzerland
$384K -$135K -2,819 -27%
AIC
717
Ameritas Investment Company
Nebraska
$383K +$359K +7,484 New
VFA
718
Valeo Financial Advisors
Indiana
$383K -$8.44K -176 -2%
TNBTD
719
Trustmark National Bank Trust Department
Mississippi
$383K +$100K +2,093 +39%
BAIA
720
Bel Air Investment Advisors
California
$383K +$359K +7,489 New
CG
721
Colony Group
Massachusetts
$381K +$70.5K +1,469 +25%
CWM
722
Collaborative Wealth Management
Florida
$380K +$283K +5,906 New
CBB
723
Citizens Business Bank
California
$378K -$211K -4,402 -37%
HBWM
724
Hollow Brook Wealth Management
New York
$377K
EARNEST Partners
725
EARNEST Partners
Georgia
$377K +$91.2K +1,900 +35%

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.