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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
Barclays
51
Barclays
United Kingdom
$69.2M +$4.37M +91,089 +7%
SF
52
Synovus Financial
Georgia
$67.4M +$1.71M +35,539 +3%
AII
53
AGF Investments Inc
Ontario, Canada
$66.9M -$5.02M -104,728 -7%
Nordea Investment Management
54
Nordea Investment Management
Sweden
$66.4M +$4.4M +91,724 +8%
EVM
55
Eaton Vance Management
Massachusetts
$66.3M +$288K +6,005 +0.5%
GAM
56
Guinness Asset Management
United Kingdom
$64.5M -$38.4K -800 -0.1%
T. Rowe Price Associates
57
T. Rowe Price Associates
Maryland
$58.1M -$4.3M -89,700 -7%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$55.9M -$1.61M -33,550 -3%
National Pension Service
59
National Pension Service
South Korea
$54.3M -$426K -8,888 -0.8%
JP Morgan Chase
60
JP Morgan Chase
New York
$53.5M +$3.89M +81,012 +8%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$52.8M +$2.37M +49,329 +5%
RL
62
Ruffer LLP
United Kingdom
$52.4M -$10.6M -221,879 -18%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$49.6M -$2.51M -52,280 -5%
ZIM
64
Zacks Investment Management
Illinois
$44.5M -$2.01M -41,841 -5%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$44.2M -$1.97M -40,997 -5%
Citigroup
66
Citigroup
New York
$43.6M +$6.51M +135,755 +19%
Principal Financial Group
67
Principal Financial Group
Iowa
$43M -$1.29M -26,794 -3%
TH
68
TCTC Holdings
Texas
$42.4M -$36K -750 -0.1%
Canada Life
69
Canada Life
Manitoba, Canada
$42M +$3.28M +68,315 +9%
Voloridge Investment Management
70
Voloridge Investment Management
Florida
$41.6M -$13.2M -274,477 -25%
CCM
71
Causeway Capital Management
California
$41.1M -$20.7M -431,708 -35%
Assenagon Asset Management
72
Assenagon Asset Management
Luxembourg
$39.4M +$29.9M +622,577 +421%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$39.3M -$6.58M -137,120 -15%
BGIM
74
Brandywine Global Investment Management
Pennsylvania
$39.2M +$445K +9,279 +1%
PI
75
PGGM Investments
Netherlands
$39.1M -$11.5M -238,786 -24%

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.