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Globe Life
GL

431 hedge funds and large institutions have $6.42B invested in Globe Life in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 161 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 23

17% more capital invested

Capital invested by funds: $5.5B → $6.42B (+$913M)

8% more funds holding

Funds holding: 399 → 431 (+32)

0.67% more ownership

Funds ownership: 72.69% → 73.35% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

12% less call options, than puts

Call options by funds: $4.02M | Put options by funds: $4.59M

20% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 161

Holders
431
Holders Change
+32
Holders Change %
+8.02%
% of All Funds
10.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
63
Increased
129
Reduced
161
Closed
23
Calls
$4.02M
Puts
$4.59M
Net Calls
-$566K
Net Calls Change
-$3.32M

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
+$33.4M
2
State Street
State Street
Massachusetts
+$29M
3
CS
Credit Suisse
Switzerland
+$23M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$21.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$14.2M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$43.9M
2
NIPH
NN Investment Partners Holdings
Netherlands
-$39.4M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$34.1M
4
GL
Globe Life
Texas
-$27.4M
5
Invesco
Invesco
Georgia
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
VKH
276
Virtu KCG Holdings
New York
$626K -$101K -1,480 -15%
AAM
277
Advisors Asset Management
Colorado
$619K +$129K +1,884 +29%
CIM
278
Calvert Investment Management
Maryland
$597K -$43.3K -631 -7%
LP
279
LMR Partners
United Kingdom
$597K +$555K +8,095 New
KRS
280
Kentucky Retirement Systems
Kentucky
$591K -$78.6K -1,147 -13%
EA
281
Edge Advisors
Georgia
$573K +$533K +7,778 New
PAM
282
Palisade Asset Management
Minnesota
$562K – – –
CWM
283
CIBC World Markets
New York
$559K +$520K +7,582 New
Creative Planning
284
Creative Planning
Kansas
$558K +$3.43K +50 +0.7%
WBC
285
Westpac Banking Corp
Australia
$556K – – –
RQS
286
Ramsey Quantitative Systems
Kentucky
$551K -$280K -4,084 -35%
SAM
287
Summit Asset Management
Tennessee
$549K +$14.3K +209 +3%
PRCM
288
Pine River Capital Management
Minnesota
$532K -$288K -4,200 -37%
LMGAM
289
Liberty Mutual Group Asset Management
Massachusetts
$521K +$485K +7,079 New
CIBC World Market
290
CIBC World Market
Ontario, Canada
$519K -$682K -9,953 -59%
O
291
OppenheimerFunds
New York
$517K +$548 +8 +0.1%
LSERS
292
Louisiana State Employees Retirement System
Louisiana
$509K -$13.7K -200 -3%
Susquehanna International Group
293
Susquehanna International Group
Pennsylvania
$502K – – –
Acadian Asset Management
294
Acadian Asset Management
Massachusetts
$495K +$460K +6,713 New
MA
295
Montag & Associates
Georgia
$494K +$179K +2,610 +64%
Envestnet Asset Management
296
Envestnet Asset Management
Illinois
$489K -$122K -1,780 -21%
WI
297
Welch Investments
Alabama
$487K +$453K +6,602 New
LPL Financial
298
LPL Financial
California
$484K -$416K -6,072 -48%
FA
299
FDx Advisors
Illinois
$469K +$6.86K +100 +2%
LPT
300
Legacy Private Trust
Wisconsin
$468K +$26.7K +390 +7%
10 11
12
13 14

GL Hedge Fund Activity: Q4 2016 in Review

431 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2016, worth a combined $6.42B — up 17% from $5.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new GL positions and 23 closed out — a net gain of 40 holders — while 129 added to existing stakes and 161 trimmed.

The largest buyer was abrdn Investment Management, adding an estimated $33.4M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $43.9M.

  • 431 institutional investors held Globe Life (GL) as of Q4 2016, up from 399 in Q3 2016.
  • Funds reported $6.42B of Globe Life stock for Q4 2016, up 17% quarter-over-quarter.
  • 63 funds opened new Globe Life positions in Q4 2016 and 23 closed out, a net change of +40 holders.
  • The largest Globe Life buyer in Q4 2016 was abrdn Investment Management, an estimated $33.4M added.
  • The largest Globe Life seller in Q4 2016 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2016.