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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
PM
826
Penbrook Management
New York
$258K
WAP
827
Wealthcare Advisory Partners
Pennsylvania
$257K +$13.3K +278 +6%
RHBC
828
R.H. Bluestein & Co
Michigan
$256K -$24K -500 -9%
CCC
829
Crescent Capital Consulting
Louisiana
$256K
WP
830
WealthShield Partners
North Carolina
$255K -$209K -4,361 -47%
NB
831
Nicolet Bankshares
Wisconsin
$255K -$43.9K -915 -16%
TS
832
Tamar Securities
California
$255K +$528 +11 +0.2%
BMCM
833
Burns Matteson Capital Management
New York
$253K +$237K +4,948 New
PL
834
Plancorp LLC
Missouri
$253K +$912 +19 +0.4%
PCA
835
Personal Capital Advisors
California
$252K -$34.1K -711 -13%
SB
836
Sunflower Bank
Texas
$251K +$10.6K +220 +5%
UBV
837
United Bank (Virginia)
Virginia
$251K +$235K +4,902 New
IC
838
IEQ Capital
California
$250K +$235K +4,890 New
DAM
839
Delta Asset Management
Tennessee
$249K -$7.49K -156 -3%
CW
840
CreativeOne Wealth
Kansas
$249K +$233K +4,864 New
LFAS
841
Level Four Advisory Services
Texas
$247K -$37.7K -785 -14%
SRC
842
Shufro Rose & Co
New York
$247K
FMT
843
First Mercantile Trust
Tennessee
$245K +$10.3K +215 +5%
ECM
844
Evergreen Capital Management
Washington
$244K +$10.9K +227 +5%
EDRIA
845
Edmonds Duncan Registered Investment Advisors
Kansas
$243K
FWIA
846
Fort Washington Investment Advisors
Ohio
$241K -$4.8K -100 -2%
APP
847
Alpha Paradigm Partners
Illinois
$239K -$220K -4,577 -49%
IA
848
IFP Advisors
Florida
$237K +$9.21K +192 +4%
NSIM
849
North Star Investment Management
Illinois
$235K
GCAC
850
Guardian Capital Advisors (Canada)
Ontario, Canada
$234K +$212K +4,425 New

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.