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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
RIM
976
Rockbridge Investment Management
New York
$33K
HR
977
Howe & Rusling
New York
$32K
BWM
978
Baystate Wealth Management
Massachusetts
$32K +$144 +3 +0.5%
BCM
979
Bourgeon Capital Management
Connecticut
$31K -$23.8K -495 -45%
LF
980
Lee Financial
Texas
$31K
TFO
981
Tarbox Family Office
California
$31K
WB
982
Webster Bank
Connecticut
$31K
LC
983
Lindbrook Capital
California
$29K +$1.25K +26 +5%
LWA
984
Lenox Wealth Advisors
New York
$28K
CAGAS
985
Capital Advisory Group Advisory Services
Minnesota
$28K +$144 +3 +0.6%
MWP
986
Meridian Wealth Partners
Pennsylvania
$27K +$3.31K +69 +15%
SWA
987
SOA Wealth Advisors
New York
$27K +$5.23K +109 +25%
GWS
988
Glassman Wealth Services
Virginia
$26K -$4.99K -104 -17%
BCA
989
Berman Capital Advisors
Georgia
$26K
SC
990
Solstein Capital
California
$26K +$24K +500 New
CIA
991
CSat Investment Advisory
Michigan
$25K +$1.73K +36 +8%
KFP
992
KB Financial Partners
New Jersey
$25K +$23.7K +493 New
FRA
993
Front Row Advisors
California
$23K -$1.73K -36 -7%
M
994
MOTCO
Texas
$23K -$960 -20 -4%
RF
995
Robbins Farley
New Hampshire
$23K
HI
996
Hudock Inc
Pennsylvania
$21K
AA
997
Ancora Advisors
Ohio
$20K -$17.8K -370 -48%
HFA
998
HC Financial Advisors
California
$20K
JAM
999
JCIC Asset Management
Ontario, Canada
$20K
SLF
1000
Sun Life Financial
Ontario, Canada
$19K -$768 -16 -4%

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.