We are live on ! Find out more

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
OIA
751
OneDigital Investment Advisors
Kansas
$339K -$6.48K -135 -2%
HWMG
752
Hurlow Wealth Management Group
Indiana
$336K +$2.25K +47 +0.7%
CIAS
753
Capital Investment Advisory Services
North Carolina
$336K +$28.8K +600 +10%
IAA
754
Ironsides Asset Advisors
North Carolina
$334K
GC
755
Grimes & Company
Massachusetts
$334K +$46K +959 +17%
FLI
756
Family Legacy Inc
South Carolina
$333K
OFS
757
OneAscent Financial Services
Alabama
$332K +$4.32K +90 +1%
CAM
758
Congress Asset Management
Massachusetts
$329K -$3.31K -69 -1%
BIA
759
BHK Investment Advisors
Alabama
$328K
CDH
760
Charles D. Hyman
$328K
CA
761
Calton & Associates
Florida
$328K +$308K +6,412 New
ACM
762
Allred Capital Management
Texas
$327K -$53.1K -1,107 -15%
PWW
763
Pettyjohn Wood & White
Virginia
$326K
WCWM
764
Willow Creek Wealth Management
California
$326K
MWM
765
Mattern Wealth Management
Kansas
$325K -$969K -20,198 -76%
CGL
766
Clarius Group LLC
Washington
$325K -$6.09K -127 -2%
KWM
767
Kingsview Wealth Management
Oregon
$323K -$125K -2,608 -29%
EF
768
Empirical Finance
Pennsylvania
$323K
PLFAM
769
Pineno Levin & Ford Asset Management
Virginia
$322K -$96K -2,000 -24%
CAM
770
Carret Asset Management
New York
$321K
LNC
771
Lincoln National Corp
Pennsylvania
$321K +$73.6K +1,534 +32%
MAA
772
Matrix Asset Advisors
New York
$317K
CFG
773
Citizens Financial Group
Rhode Island
$315K -$101K -2,106 -25%
FRA
774
Frank Rimerman Advisors
California
$315K
SSWM
775
Smith Salley Wealth Management
North Carolina
$314K -$29.6K -616 -9%

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.