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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
EIP
901
Ellis Investment Partners
Pennsylvania
$133K
KFI
902
Key Financial Inc
Pennsylvania
$131K +$3.93K +82 +3%
AWM
903
Avior Wealth Management
Nebraska
$130K +$624 +13 +0.5%
T
904
TOBAM
France
$128K
SCM
905
Silvant Capital Management
Georgia
$126K
FWM
906
Focused Wealth Management
New York
$123K
APA
907
American Portfolios Advisors
New York
$123K +$3.74K +78 +3%
CAC
908
Certified Advisory Corp
Florida
$122K +$115K +2,388 New
MCM
909
Manchester Capital Management
Vermont
$121K -$307K -6,400 -73%
MHR
910
Matthew Hamilton Rosenberg
$121K
EFSCE
911
Enterprise Financial Services Corp (EFSC)
Missouri
$119K +$2.73K +57 +3%
FMTCOCP
912
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$118K
SBSB
913
Sullivan, Bruyette, Speros & Blaney
Virginia
$117K
GRP
914
Global Retirement Partners
California
$116K +$9.07K +189 +9%
NFG
915
Next Financial Group
Texas
$112K -$672 -14 -0.6%
PMFA
916
Plante Moran Financial Advisors
Michigan
$107K +$28.9K +603 +41%
O
917
Ossiam
France
$107K +$84.5K +1,761 +530%
LWP
918
Lumature Wealth Partners
Georgia
$105K +$98.4K +2,050 New
CCA
919
Column Capital Advisors
Indiana
$103K -$336 -7 -0.3%
ME
920
McIlrath & Eck
Washington
$103K +$70K +1,458 +262%
PSB
921
Piscataqua Savings Bank
New Hampshire
$103K +$95.8K +1,997 New
BCM
922
Blume Capital Management
California
$102K
BC
923
Burleson & Co
California
$102K +$96K +2,000 New
COCM
924
Charter Oak Capital Management
New Hampshire
$99K
EI
925
Ellevest Inc
New York
$98K -$13.4K -280 -13%

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.