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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
AFC
876
AFT Forsyth & Company
Florida
$210K +$197K +4,100 New
GHA
877
GW Henssler & Associates
Georgia
$209K +$196K +4,076 New
ACA
878
Aptus Capital Advisors
Alabama
$209K +$196K +4,082 New
FB
879
Fulton Bank
Pennsylvania
$208K -$40.7K -848 -17%
PWPS
880
Pinnacle Wealth Planning Services
Ohio
$206K -$4.03K -84 -2%
PWS
881
Peloton Wealth Strategists
Indiana
$205K +$192K +4,000 New
IFG
882
Independent Financial Group
California
$205K -$81.5K -1,699 -30%
FTC
883
Farmers Trust Company
Ohio
$204K +$190K +3,970 New
EAM
884
Evanson Asset Management
California
$203K +$190K +3,966 New
KOMWMG
885
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$203K +$190K +3,970 New
BCM
886
Bayesian Capital Management
New York
$203K +$191K +3,972 New
TMAM
887
Tokio Marine Asset Management
Japan
$201K +$188K +3,928 New
NSB
888
Norway Savings Bank
Maine
$198K
CAL
889
Capital Analysts LLC
Pennsylvania
$187K -$8.54K -178 -5%
APW
890
Acima Private Wealth
Virginia
$186K
HWA
891
Heritage Wealth Advisors
Virginia
$180K -$2.83K -59 -2%
SFSIG
892
San Francisco Sentry Investment Group
California
$178K +$79.2K +1,650 +90%
HI
893
Harbour Investments
Wisconsin
$175K +$164K +3,409 New
ASBI
894
American State Bank (Iowa)
Iowa
$171K
ONST
895
Old North State Trust
North Carolina
$152K
OC
896
Oakworth Capital
Alabama
$149K -$6.91K -144 -5%
CG
897
Cutler Group
California
$143K +$135K +2,810 New
SPWG
898
Sage Private Wealth Group
Illinois
$142K
BAM
899
Belpointe Asset Management
Nevada
$140K +$131K +2,728 New
WAM
900
Wolverine Asset Management
Illinois
$138K +$130K +2,714 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.