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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.94B -$119M -2,472,070 -4%
JPH
2
Japan Post Holdings
Japan
$2.68B
BlackRock
3
BlackRock
New York
$2.29B -$38.9M -810,308 -2%
State Street
4
State Street
Massachusetts
$1.79B +$44.4M +925,762 +3%
Wells Fargo
5
Wells Fargo
California
$808M +$6.2M +129,274 +0.8%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$543M +$26.7M +556,391 +6%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$527M -$3.77M -78,551 -0.8%
American Century Companies
8
American Century Companies
Missouri
$443M +$20.4M +425,918 +5%
Northern Trust
9
Northern Trust
Illinois
$414M -$13M -270,951 -3%
Boston Partners
10
Boston Partners
Massachusetts
$354M -$33.7M -702,979 -9%
LSV Asset Management
11
LSV Asset Management
Illinois
$337M +$78.6M +1,639,059 +33%
MIHAS
12
Maj Invest Holding A/S
Denmark
$325M -$69.8M -1,453,855 -19%
Norges Bank
13
Norges Bank
Norway
$319M -$75.9M -1,581,305 -20%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$270M -$2.02M -42,032 -0.8%
Legal & General Group
15
Legal & General Group
United Kingdom
$269M -$2.38M -49,558 -0.9%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$244M +$4.39M +91,446 +2%
Victory Capital Management
17
Victory Capital Management
Texas
$233M -$40.5M -844,564 -16%
Bank of America
18
Bank of America
North Carolina
$214M +$32.5M +678,382 +19%
Morgan Stanley
19
Morgan Stanley
New York
$201M +$44M +916,695 +30%
APG Asset Management
20
APG Asset Management
Netherlands
$185M -$15.6M -325,189 -7%
Charles Schwab
21
Charles Schwab
California
$183M +$7.25M +151,097 +4%
AllianceBernstein
22
AllianceBernstein
Tennessee
$171M +$11.6M +242,084 +8%
UBS AM
23
UBS AM
Illinois
$162M -$811K -16,911 -0.5%
N
24
Nuveen
North Carolina
$158M -$5.09M -106,174 -3%
First Trust Advisors
25
First Trust Advisors
Illinois
$157M +$63.7M +1,327,031 +77%

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.