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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
MG
176
Mather Group
Illinois
$10.3M +$763K +15,900 +9%
Creative Planning
177
Creative Planning
Kansas
$10M +$52K +1,084 +0.6%
Grantham, Mayo, Van Otterloo & Co (GMO)
178
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.73M +$7.47M +155,739 +453%
Baird Financial Group
179
Baird Financial Group
Wisconsin
$9.65M +$162K +3,381 +2%
ASRS
180
Arizona State Retirement System
Arizona
$9.63M -$642K -13,390 -7%
WCF
181
West Coast Financial
California
$9.51M +$60.9K +1,270 +0.7%
PP
182
Prospector Partners
Connecticut
$9.48M -$5.08M -105,925 -36%
CWM
183
CIBC World Markets
New York
$9.39M -$3.79M -78,962 -30%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$9.18M +$641K +13,364 +8%
SOMRS
185
State of Michigan Retirement System
Michigan
$9.05M -$173K -3,600 -2%
GH
186
GAM Holding
Switzerland
$8.86M +$4.47M +93,228 +117%
CB
187
Commerce Bank
Missouri
$8.67M +$21.6K +451 +0.3%
Ensign Peak Advisors
188
Ensign Peak Advisors
Utah
$8.49M +$2.47M +51,474 +45%
X
189
Xponance
Pennsylvania
$8.43M +$9.02K +188 +0.1%
Handelsbanken Fonder
190
Handelsbanken Fonder
Sweden
$8.38M +$499K +10,390 +7%
HPC
191
HM Payson & Co
Maine
$8.24M +$804K +16,757 +12%
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
$8.23M +$1.4M +29,141 +22%
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$8.12M +$11.9K +249 +0.2%
FHA
194
First Horizon Advisors
Tennessee
$8.07M +$335K +6,981 +5%
SI
195
Stephens Inc
Arkansas
$8.02M +$454K +9,470 +6%
State of Tennessee, Department of Treasury
196
State of Tennessee, Department of Treasury
Tennessee
$7.93M +$1.81M +37,760 +32%
SOADOR
197
State of Alaska Department of Revenue
Alaska
$7.92M +$851K +17,728 +13%
HNB
198
Huntington National Bank
Ohio
$7.88M -$133K -2,765 -2%
NEI
199
Northwest & Ethical Investments
Ontario, Canada
$7.84M -$2.41M -50,180 -25%
MIM
200
MetLife Investment Management
New Jersey
$7.7M -$288K -6,003 -4%

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.