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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
HW
1101
Hancock Whitney
Mississippi
-$427K -9,616 Closed
PFA
1102
Pinnacle Family Advisors
Missouri
-$400K -9,000 Closed
CS
1103
Capital Square
Tennessee
-$391K -8,805 Closed
NIM
1104
NuWave Investment Management
New Jersey
-$380K -8,540 Closed
LAM
1105
Lingohr Asset Management
Germany
-$365K -8,200 Closed
HC
1106
Hendley & Co
Ohio
-$302K -6,782 Closed
Fiera Capital (Canada)
1107
Fiera Capital (Canada)
Quebec, Canada
-$290K -6,527 Closed
ESCM
1108
Echo Street Capital Management
New York
-$289K -6,503 Closed
ACM
1109
AlphaStar Capital Management
North Carolina
-$302K -6,500 Closed
TSS
1110
Two Sigma Securities
New York
-$284K -6,387 Closed
VF
1111
Virtu Financial
New York
-$271K -6,095 Closed
PAMP
1112
Polar Asset Management Partners
Ontario, Canada
-$265K -5,963 Closed
BBA
1113
BLB&B Advisors
Pennsylvania
-$235K -5,280 Closed
KP
1114
Keel Point
Alabama
-$229K -5,154 Closed
GSBTD
1115
Glenview State Bank Trust Department
Illinois
-$222K -5,000 Closed
DMC
1116
Drexel Morgan & Co
Pennsylvania
-$200K -4,500 Closed
KCM
1117
Kathmere Capital Management
Pennsylvania
-$153K -3,434 Closed
VCG
1118
Vantage Consulting Group
Virginia
-$78K -1,765 Closed
RPWA
1119
Regent Peak Wealth Advisors
Georgia
-$78K -1,762 Closed
OPW
1120
Oxler Private Wealth
New York
-$71K -1,600 Closed
AWMS
1121
Advocacy Wealth Management Services
Georgia
-$53K -1,200 Closed
LGA
1122
Lebenthal Global Advisors
New York
-$44K -1,000 Closed
CCA
1123
Childress Capital Advisors
Texas
-$38K -846 Closed
PWM
1124
Perigon Wealth Management
California
-$37K -841 Closed
IPW
1125
IronBridge Private Wealth
Texas
-$30K -670 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.