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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
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$38.9M +$10.4M +217,769 +40%
RJA
77
Raymond James & Associates
Florida
$38.9M -$12.7M -264,593 -26%
Ameriprise
78
Ameriprise
Minnesota
$38.6M -$1.2M -24,941 -3%
Robeco Institutional Asset Management
79
Robeco Institutional Asset Management
Netherlands
$36.1M +$13M +271,534 +62%
KBC Group
80
KBC Group
Belgium
$35.4M +$1.58M +33,016 +5%
AssetMark Inc
81
AssetMark Inc
California
$35.1M -$3.37M -70,225 -9%
Skandinaviska Enskilda Banken (SEB)
82
Skandinaviska Enskilda Banken (SEB)
Sweden
$34.3M -$13.5M -281,759 -30%
Royal London Asset Management
83
Royal London Asset Management
United Kingdom
$33.7M +$846K +17,636 +3%
WIC
84
Willis Investment Counsel
Georgia
$33.5M -$62.4K -1,300 -0.2%
Manulife (Manufacturers Life Insurance)
85
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.7M -$1.45M -30,284 -5%
PI
86
PineBridge Investments
New York
$32.6M +$4.19M +87,226 +16%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$32.5M -$30.2M -630,056 -50%
CC
88
Cannell & Co
New York
$32.3M -$2.27M -47,305 -7%
Stifel Financial
89
Stifel Financial
Missouri
$31M -$4.86M -101,270 -14%
GIA
90
Gateway Investment Advisers
Ohio
$30.4M -$1.07M -22,355 -4%
AQR Capital Management
91
AQR Capital Management
Connecticut
$30.4M +$17.4M +361,903 +156%
RJFSA
92
Raymond James Financial Services Advisors
Florida
$29.4M +$1.96M +40,926 +8%
Truist Financial
93
Truist Financial
North Carolina
$28.3M -$5.35M -111,409 -17%
CCMG
94
Clark Capital Management Group
Pennsylvania
$28M -$459K -9,566 -2%
GT
95
Glenmede Trust
Pennsylvania
$27.7M -$4.07M -84,890 -14%
Mitsubishi UFJ Trust & Banking
96
Mitsubishi UFJ Trust & Banking
Japan
$27.4M -$4.95M -103,163 -16%
WF
97
Welch & Forbes
Massachusetts
$26.7M -$189K -3,944 -0.7%
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$26.3M +$3.89M +81,115 +19%
GIP
99
Greatmark Investment Partners
Georgia
$26M +$3.18M +66,286 +15%
MAM
100
Madison Asset Management
Wisconsin
$25.2M +$23.6M +492,709 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.