Globe Life
467 hedge funds and large institutions have $7.26B invested in Globe Life in 2021 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 140 increasing their positions, 180 reducing their positions, and 46 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
7.48% more ownership
Funds ownership: 66.83% → 74.31% (+7.5%)
8% more call options, than puts
Call options by funds: $7.52M | Put options by funds: $6.99M
3% less capital invested
Capital invested by funds: $7.45B → $7.26B (-$190M)
4% less funds holding
Funds holding: 484 → 467 (-17)
22% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 180
28% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$31.7M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$27.8M |
| 3 |
WBC
Westpac Banking Corp
Sydney,
Australia
|
+$23.5M |
| 4 |
Rockefeller Capital Management
New York
|
+$18.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
California Public Employees Retirement System
Sacramento,
California
|
-$55.9M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$50.1M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$29M |
| 4 |
BlackRock
New York
|
-$17.9M |
| 5 |
D.E. Shaw & Co
New York
|
-$15.7M |
GL Hedge Fund Activity: Q2 2021 in Review
467 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q2 2021, worth a combined $7.26B — down 2.5% from $7.45B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of GL and 33 opened new positions — a net loss of 13 holders — while 180 trimmed existing stakes and 140 added.
The largest buyer was Wellington Management Group, adding an estimated $31.7M. The largest seller was California Public Employees Retirement System, cutting an estimated $55.9M.
- 467 institutional investors held Globe Life (GL) as of Q2 2021, down from 484 in Q1 2021.
- Funds reported $7.26B of Globe Life stock for Q2 2021, down 2.5% quarter-over-quarter.
- 33 funds opened new Globe Life positions in Q2 2021 and 46 closed out, a net change of -13 holders.
- The largest Globe Life buyer in Q2 2021 was Wellington Management Group, an estimated $31.7M added.
- The largest Globe Life seller in Q2 2021 was California Public Employees Retirement System, an estimated $55.9M sold.
Based on aggregated 13F filings for Q2 2021.