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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
IG
301
ING Group
Netherlands
$468K +$151K +2,201 +53%
COPPSERS
302
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$467K -$2.47K -36 -0.6%
SBSB
303
Sullivan, Bruyette, Speros & Blaney
Virginia
$466K – – –
GS
304
GAM Systematic
United Kingdom
$462K – – –
NIT
305
NumerixS Investment Technologies
British Columbia, Canada
$457K -$274K -4,000 -39%
KeyBank National Association
306
KeyBank National Association
Ohio
$455K -$4.18K -61 -1%
Rafferty Asset Management
307
Rafferty Asset Management
New York
$441K -$114K -1,668 -22%
SLAM
308
Swiss Life Asset Management
$434K -$279K -4,074 -41%
Federated Hermes
309
Federated Hermes
Pennsylvania
$413K -$48.3K -704 -11%
TCM
310
Teza Capital Management
Illinois
$412K +$383K +5,588 New
MFW
311
Meristem Family Wealth
Minnesota
$394K – – –
GH
312
GAM Holding
Switzerland
$383K – – –
SIC
313
Salem Investment Counselors
North Carolina
$383K +$411K +6,000 New
Connor, Clark & Lunn Investment Management (CC&L)
314
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$376K +$350K +5,100 New
AIM
315
Assured Investment Management
New York
$374K -$3.1M -45,231 -90%
CAN
316
Cetera Advisor Networks
California
$373K – – –
HH
317
Hilltop Holdings
Texas
$368K – – –
BCM
318
Birmingham Capital Management
Alabama
$365K – – –
Luther King Capital Management (LKCM)
319
Luther King Capital Management (LKCM)
Texas
$360K – – –
PPCM
320
Pillar Pacific Capital Management
California
$358K -$110K -1,600 -25%
SIM
321
Sentry Investment Management
Wisconsin
$355K – – –
FNBT
322
FineMark National Bank & Trust
Florida
$353K – – –
V
323
Veritable
Delaware
$348K – – –
AP
324
Advisor Partners
California
$323K -$206 -3 -0.1%
FM
325
Foster & Motley
Ohio
$323K +$18.1K +264 +6%
11 12
13
14 15

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.