We are live on ! Find out more

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
TLFA
1051
True Link Financial Advisors
California
$5K
WCM
1052
Wealthcare Capital Management
Virginia
$5K +$4.99K +104 New
EDRH
1053
Edmond de Rothschild Holding
Switzerland
$5K +$5.13K +107 New
WAS
1054
Winch Advisory Services
Wisconsin
$4K -$22.4K -467 -86%
AP
1055
Arlington Partners
Alabama
$4K +$3.36K +70 New
JFGIW
1056
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K -$8.16K -170 -77%
MPWT
1057
MassMutual Private Wealth & Trust
Connecticut
$3K -$1.53K -32 -38%
MLFP
1058
MPS Loria Financial Planners
Illinois
$3K
RCM
1059
Regency Capital Management
Hawaii
$3K +$2.88K +60 New
RFA
1060
Reilly Financial Advisors
California
$3K +$2.93K +61 New
SWM
1061
Selective Wealth Management
Virginia
$2K
UFF
1062
USA Financial Formulas
Michigan
$2K +$432 +9 +38%
EWM
1063
Elmwood Wealth Management
California
$2K +$2.11K +44 New
VNA
1064
Valley National Advisers
Pennsylvania
$2K +$2.21K +46 New
MGIM
1065
M&G Investment Management
United Kingdom
$1.34K -$29.2K -609 -2%
LWANC
1066
Laurel Wealth Advisors (North Carolina)
North Carolina
$1K
TCM
1067
TD Capital Management
Tennessee
$1K
TFGT
1068
TS Financial Group (TSFG)
Illinois
$1K
MCM
1069
MV Capital Management
Maryland
$1K +$720 +15 New
PFGIA
1070
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$864 +18 New
ANBT
1071
American National Bank & Trust
Texas
$1K +$1.29K +27 New
BBHC
1072
Brown Brothers Harriman & Co
New York
$417 -$214K -4,456 -35%
SWM
1073
Sugarloaf Wealth Management
Georgia
$80
MAMU
1074
Marathon Asset Management (UK)
United Kingdom
-$36.6M -823,465 Closed
Renaissance Technologies
1075
Renaissance Technologies
New York
-$34.9M -785,000 Closed

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.