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Globe Life

436 hedge funds and large institutions have $6.81B invested in Globe Life in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 136 increasing their positions, 185 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $6.49B → $6.81B (+$323M)

0.63% more ownership

Funds ownership: 72.56%73.19% (+0.63%)

2% less funds holding

Funds holding: 444436 (-8)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

26% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 185

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
436
Holders Change
-8
Holders Change %
-1.8%
% of All Funds
10.87%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
29
Increased
136
Reduced
185
Closed
33
Calls
$3.03M
Puts
Net Calls
+$3.03M
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
276
Choate Investment Advisors
Massachusetts
$665K -$14.3K -184 -2%
O
277
OppenheimerFunds
New York
$665K +$28.2K +362 +5%
HKIM
278
Hayek Kallen Investment Management
Alabama
$664K
FTIOP
279
Fiduciary Trust International of Pennsylvania
Pennsylvania
$636K
JG
280
Jefferies Group
New York
$602K -$1.12M -14,375 -66%
PIM
281
Penobscot Investment Management
Massachusetts
$597K +$49.1K +630 +9%
WBC
282
Westpac Banking Corp
Australia
$582K -$22.4K -288 -4%
EA
283
Edge Advisors
Georgia
$577K -$43.8K -562 -7%
GIA
284
Gateway Investment Advisers
Ohio
$573K -$5.53K -71 -1%
VIA
285
Virtus Investment Advisers
Connecticut
$571K -$33.3K -427 -6%
AAM
286
Advisors Asset Management
Colorado
$571K -$29.7K -381 -5%
ARTA
287
A.R.T. Advisors
New York
$563K +$548K +7,035 New
RA
288
Rational Advisors
New York
$561K -$156K -2,000 -22%
SAM
289
Summit Asset Management
Tennessee
$552K -$42.7K -548 -7%
LSERS
290
Louisiana State Employees Retirement System
Louisiana
$545K +$7.79K +100 +1%
FM
291
Foster & Motley
Ohio
$542K -$4.83K -62 -0.9%
MA
292
Montag & Associates
Georgia
$536K
KRS
293
Kentucky Retirement Systems
Kentucky
$535K -$22.9K -294 -4%
Creative Planning
294
Creative Planning
Kansas
$530K -$74.6K -957 -13%
GIM
295
Goelzer Investment Management
Indiana
$529K
KeyBank National Association
296
KeyBank National Association
Ohio
$513K +$1.25K +16 +0.3%
Envestnet Asset Management
297
Envestnet Asset Management
Illinois
$510K +$39.2K +503 +9%
GS
298
GAM Systematic
United Kingdom
$499K -$411K -5,277 -46%
SIC
299
Salem Investment Counselors
North Carolina
$481K
Cerity Partners
300
Cerity Partners
New York
$472K -$5.05M -64,839 -92%

GL Hedge Fund Activity: Q3 2017 in Review

436 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2017, worth a combined $6.81B — up 5% from $6.49B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of GL and 29 opened new positions — a net loss of 4 holders — while 185 trimmed existing stakes and 136 added.

The largest buyer was NN Investment Partners Holdings, adding an estimated $61M. The largest seller was Janus Henderson Group, cutting an estimated $19.8M.

  • 436 institutional investors held Globe Life (GL) as of Q3 2017, down from 444 in Q2 2017.
  • Funds reported $6.81B of Globe Life stock for Q3 2017, up 5% quarter-over-quarter.
  • 29 funds opened new Globe Life positions in Q3 2017 and 33 closed out, a net change of -4 holders.
  • The largest Globe Life buyer in Q3 2017 was NN Investment Partners Holdings, an estimated $61M added.
  • The largest Globe Life seller in Q3 2017 was Janus Henderson Group, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2017.