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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
Fayez Sarofim & Co
776
Fayez Sarofim & Co
Texas
$312K
CYG
777
Clean Yield Group
Vermont
$311K
PA
778
Parallel Advisors
California
$311K +$28.3K +590 +11%
FANJ
779
Financial Architects (New Jersey)
New Jersey
$307K -$20.8K -433 -7%
BC
780
Barnett & Company
Tennessee
$307K +$288K +6,000 New
BG
781
Bollard Group
Massachusetts
$301K +$96 +2 +0%
WT
782
Washington Trust
Rhode Island
$300K -$19.5K -407 -6%
Bessemer Group
783
Bessemer Group
New Jersey
$299K -$13.7K -285 -5%
WP
784
WMS Partners
Maryland
$296K -$268K -5,595 -49%
NB
785
Northwest Bancshares
Pennsylvania
$296K -$4.99K -104 -2%
RG
786
Renaissance Group
Kentucky
$295K
First Manhattan
787
First Manhattan
New York
$292K
F
788
F3Logic
Minnesota
$292K +$276K +5,742 New
IAA
789
Independent Advisor Alliance
North Carolina
$289K -$49.2K -1,025 -15%
CST
790
Charles Schwab Trust
Nevada
$289K
NAM
791
North American Management
Massachusetts
$287K
SFG
792
SevenBridge Financial Group
Pennsylvania
$286K -$8.92K -186 -3%
FC
793
Ferris Capital
Massachusetts
$286K
BCM
794
Brookstone Capital Management
Illinois
$285K -$269K -5,601 -50%
SWM
795
Spire Wealth Management
Virginia
$285K +$267K +5,570 New
WDC
796
Woodward Diversified Capital
California
$284K -$25.9K -540 -9%
FPS
797
Fieldpoint Private Securities
Connecticut
$282K +$243K +5,063 +1,138%
RWA
798
Ropes Wealth Advisors
Massachusetts
$281K -$1.77K -37 -0.7%
CG
799
Caprock Group
Idaho
$280K -$35.8K -746 -12%
TAM
800
Trust Asset Management
Texas
$280K +$44.9K +935 +21%

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.