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
ST
851
Spinnaker Trust
Maine
$231K -$1.92K -40 -0.9%
IB
852
Intrust Bank
Kansas
$230K -$25.4K -529 -11%
FBT
853
First Bankers Trust
Kentucky
$230K -$15.4K -320 -7%
FA
854
Fiducient Advisors
Illinois
$230K
PT
855
Plimoth Trust
Massachusetts
$228K -$14.7K -306 -6%
GLA
856
Good Life Advisors
Pennsylvania
$228K +$213K +4,434 New
GW
857
GW & Wade
Massachusetts
$228K +$213K +4,446 New
SCM
858
Shelton Capital Management
Colorado
$224K +$210K +4,378 New
PAS
859
Park Avenue Securities
New York
$224K +$210K +4,381 New
IA
860
Inspire Advisors
Idaho
$223K +$80.9K +1,686 +63%
NWA
861
Navis Wealth Advisors
New York
$220K +$96K +2,000 +87%
ECA
862
Elevated Capital Advisors
Utah
$220K +$201K +4,186 New
SAM
863
Strategy Asset Managers
California
$220K +$207K +4,305 New
GEA
864
Glen Eagle Advisors
New Jersey
$219K
BAMF
865
BI Asset Management Fondsmaeglerselskab
Denmark
$218K -$3.77M -78,506 -95%
FWM
866
Fairhaven Wealth Management
Illinois
$218K +$204K +4,252 New
MAM
867
MMA Asset Management
Pennsylvania
$216K +$202K +4,215 New
SIA
868
Sit Investment Associates
Minnesota
$215K
MA
869
Mutual Advisors
Nebraska
$215K +$201K +4,197 New
MF
870
Magnetar Financial
Illinois
$214K +$200K +4,176 New
LNB
871
Ledyard National Bank
$213K +$199K +4,151 New
MWPCG
872
Measured Wealth Private Client Group
New Hampshire
$213K +$200K +4,168 New
SFWA
873
Summit Financial Wealth Advisors
Louisiana
$213K +$230K +4,788 New
HSWM
874
Hubbell Strickland Wealth Management
Louisiana
$211K +$198K +4,117 New
FMB
875
Field & Main Bank
Kentucky
$210K

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.