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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
EW
1026
Evoke Wealth
California
$12K -$48 -1 -0.4%
AP
1027
Atwood & Palmer
Missouri
$12K
MFT
1028
Moisand Fitzgerald Tamayo
Florida
$12K
SA
1029
SRH Advisors
Kansas
$12K
HCP
1030
Hexagon Capital Partners
Arkansas
$11K
HWA
1031
HHM Wealth Advisors
Tennessee
$11K
PCFFS
1032
Pacific Center for Financial Services
California
$11K
HF
1033
Halpern Financial
Virginia
$10.2K
APC
1034
Aspire Private Capital
North Carolina
$10K
ETI
1035
Enterprise Trust & Investment
California
$10K
PP
1036
Pacifica Partners
Canada
$10K
Loomis, Sayles & Company
1037
Loomis, Sayles & Company
Massachusetts
$10K +$9.74K +203 New
TIM
1038
Tortoise Investment Management
New York
$9K
BCMIO
1039
Beacon Capital Management Inc (Ohio)
Ohio
$8K
LWM
1040
Liberty Wealth Management
California
$8K
MAWCM
1041
Mine & Arao Wealth Creation & Management
California
$8K
OAJ
1042
Ogorek Anthony Joseph
New York
$8K
NIC
1043
Northwest Investment Counselors
Oregon
$8K +$7.68K +160 New
VCM
1044
Versant Capital Management
Arizona
$7K -$1.92K -40 -22%
BCM
1045
Birch Capital Management
Texas
$7K
BA
1046
Bellwether Advisors
Nebraska
$7K +$6.72K +140 New
WPA
1047
West Paces Advisors
Georgia
$6.96K
HI
1048
Hoey Investments
Pennsylvania
$6K +$5.42K +113 New
RA
1049
Resolute Advisors
California
$6K +$5.85K +122 New
NC
1050
NewSquare Capital
Pennsylvania
$5K

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.