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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
BWA
951
BDO Wealth Advisors
Florida
$60K +$41.6K +868 +294%
BCWM
952
Bartlett & Co Wealth Management
Ohio
$56.5K -$120K -2,503 -69%
BC
953
Bartlett & Co
Ohio
$56K -$120K -2,503 -69%
CFFP
954
Center for Financial Planning
Michigan
$56K
ZB
955
Zions Bancorporation
Utah
$55K -$5.09K -106 -9%
CWP
956
Concord Wealth Partners
Virginia
$55K +$51.2K +1,068 New
CI
957
CX Institutional
Indiana
$54K +$9.31K +194 +23%
MA
958
MCF Advisors
Kentucky
$52K -$2.54K -53 -5%
TSW
959
Thompson Siegel & Walmsley
Virginia
$52K
MAM
960
Marquette Asset Management
Minnesota
$51K +$9.6K +200 +25%
SIM
961
Sonora Investment Management
Arizona
$50K
AWA
962
Arkadios Wealth Advisors
Georgia
$49K +$21.1K +440 +83%
CWA
963
Clearview Wealth Advisors
Oregon
$47K +$5.37K +112 +14%
ADIM
964
Alpha DNA Investment Management
Maryland
$46K +$7.77K +162 +22%
GIA
965
Goodwin Investment Advisory
Georgia
$46K +$43K +897 New
RTC
966
Riverview Trust Company
Washington
$45K
CA
967
Crewe Advisors
Utah
$39K
BWL
968
Bogart Wealth LLC
Virginia
$39K +$36.4K +759 New
SGAM
969
Smith Group Asset Management
Texas
$37K +$4.75K +99 +16%
AFS
970
Annapolis Financial Services
Maryland
$36K
RCA
971
Ranch Capital Advisors
Florida
$36K
BFC
972
Bedel Financial Consulting
Indiana
$35K
GSAM
973
Grant Street Asset Management
Pennsylvania
$35K +$48 +1 +0.1%
BWP
974
Baldwin Wealth Partners
Massachusetts
$34K
FA
975
Financial Advantage
Maryland
$33K

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.