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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
HDIM
926
Hanson & Doremus Investment Management
Vermont
$96K
JWM
927
Janiczek Wealth Management
Colorado
$94K +$26.1K +543 +42%
SFPG
928
Stonebridge Financial Planning Group
Florida
$92K
FCA
929
FinTrust Capital Advisors
South Carolina
$88K +$5.71K +119 +7%
PCG
930
Private Capital Group
Connecticut
$87K -$10.1K -210 -11%
CAL
931
Capital Advisors Ltd
Ohio
$87K
AF
932
Allworth Financial
California
$86K
TF
933
Tompkins Financial
New York
$85K
PCM
934
Penserra Capital Management
California
$85K +$12.7K +264 +19%
AWC
935
Abundance Wealth Counselors
Pennsylvania
$83K +$77.5K +1,615 New
SCA
936
Stonebridge Capital Advisors
Minnesota
$82K +$76.6K +1,597 New
ST
937
Smithfield Trust
Pennsylvania
$79K -$48K -1,000 -39%
CFO
938
CVA Family Office
Colorado
$78K +$32.6K +680 +80%
SIAP
939
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$77K
PWMG
940
Prestige Wealth Management Group
New Jersey
$77K +$6.38K +133 +10%
FQ
941
First Quadrant
California
$77K +$72.6K +1,514 New
SIS
942
Sound Income Strategies
Florida
$76.1K -$12.8K -266 -15%
IAIM
943
International Assets Investment Management
Florida
$71K
AIC
944
Archer Investment Corporation
Indiana
$70.4K +$66K +1,375 New
KPCM
945
Kings Point Capital Management
New York
$67K +$48.7K +1,015 +338%
OSNBOA
946
Old Second National Bank of Aurora
Illinois
$64K -$27K -563 -31%
CFG
947
CKW Financial Group
Hawaii
$62K
SBL
948
Sargent Bickham Lagudis
Colorado
$61K -$1.15K -24 -2%
FNBOSM
949
First National Bank of South Miami
Florida
$61K
GLLW
950
Graves Light Lenhart Wealth
Virginia
$61K

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.