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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
PFBT
1001
Parkside Financial Bank & Trust
Missouri
$19K +$432 +9 +2%
FHC
1002
First Horizon Corporation
Tennessee
$17K -$11.8K -246 -42%
FPB
1003
First PREMIER Bank
South Dakota
$17K
TCCM
1004
Timber Creek Capital Management
Massachusetts
$17K
MFA
1005
McClarren Financial Advisors
Pennsylvania
$17K +$144 +3 +0.9%
CWC
1006
Carolinas Wealth Consulting
North Carolina
$17K +$14K +291 +677%
CB
1007
Community Bank
New York
$17K +$15.5K +323 New
SC
1008
Sierra Capital
Florida
$17K +$15.5K +324 New
ADL
1009
Asset Dedication LLC
California
$16K
CHA
1010
Carmichael Hill & Associates
Maryland
$16K
TCM
1011
Tradewinds Capital Management
Washington
$16K
TFIPS
1012
Towarzystwo Funduszy Inwestycyjnych PZU SA
$15.4K
Nisa Investment Advisors
1013
Nisa Investment Advisors
Missouri
$15.2K +$100K +2,084 +0.7%
PO
1014
Private Ocean
California
$15K
CA
1015
Clearstead Advisors
Ohio
$14K -$1.15K -24 -8%
CTB
1016
Country Trust Bank
Illinois
$14K
GAM
1017
Gemmer Asset Management
California
$14K
JWA
1018
JFS Wealth Advisors
Pennsylvania
$14K
TWA
1019
TCI Wealth Advisors
Arizona
$14K +$10.3K +215 +331%
ATC
1020
Adirondack Trust Company
New York
$13K
APWA
1021
Atlas Private Wealth Advisors
New Jersey
$13K
HCM
1022
Highlander Capital Management
New Jersey
$13K
IBOK
1023
Independence Bank of Kentucky
Kentucky
$13K
MFM
1024
MD Financial Management
Ontario, Canada
$13K
AIG
1025
American International Group
New York
$12.4K -$1.25M -25,965 -10%

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.