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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
N
101
Natixis
France
$24.9M +$11.3M +235,543 +94%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
102
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$24.3M -$11.8M -245,583 -34%
PI
103
Putnam Investments
Massachusetts
$23.8M -$512K -10,674 -2%
TAM
104
Trillium Asset Management
Massachusetts
$23.1M +$2.03M +42,226 +10%
Ohio Public Employees Retirement System (OPERS)
105
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.1M +$1.95M +40,737 +10%
Chevy Chase Trust
106
Chevy Chase Trust
Maryland
$23M -$1.97M -41,067 -8%
Aberdeen Group
107
Aberdeen Group
United Kingdom
$23M +$596K +12,424 +3%
Korea Investment Corp
108
Korea Investment Corp
South Korea
$22.9M +$2.59M +53,900 +14%
ST
109
Sabal Trust
Florida
$22.8M +$609K +12,700 +3%
PCH
110
Polar Capital Holdings
United Kingdom
$22.5M
QI
111
QV Investors
Alberta, Canada
$22.3M -$2.69M -56,050 -11%
WPC
112
Waters Parkerson & Co
Louisiana
$22.1M -$1.09M -22,790 -5%
BNP Paribas Financial Markets
113
BNP Paribas Financial Markets
France
$21.7M -$7.95M -165,602 -28%
RMA
114
Roffman Miller Associates
Pennsylvania
$21.5M +$1.03M +21,520 +4%
SAM
115
Storebrand Asset Management
Norway
$21.5M +$1.16M +24,175 +6%
SI
116
Scout Investments
Missouri
$20.6M -$938K -19,555 -5%
Schroder Investment Management Group
117
Schroder Investment Management Group
United Kingdom
$20.5M -$16.3M -339,864 -46%
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
$20.5M -$1.35M -28,136 -7%
LPL Financial
119
LPL Financial
California
$20.5M +$1.69M +35,262 +10%
Toronto Dominion Bank
120
Toronto Dominion Bank
Ontario, Canada
$20.4M -$362K -7,548 -2%
Citadel Advisors
121
Citadel Advisors
Florida
$20.3M +$3.19M +66,443 +20%
Lazard Asset Management
122
Lazard Asset Management
New York
$19.8M +$7.48M +155,895 +68%
Marshall Wace
123
Marshall Wace
United Kingdom
$18.8M -$5.92M -123,289 -25%
SBWIC
124
Schaper Benz & Wise Investment Counsel
Wisconsin
$18.7M +$41.4K +863 +0.2%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$17.8M +$313K +6,521 +2%

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.