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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
CIBC World Market
301
CIBC World Market
Ontario, Canada
$453K -$11.5K -147 -3%
GCP
302
GSA Capital Partners
United Kingdom
$447K +$435K +5,586 New
Public Sector Pension Investment Board (PSP Investments)
303
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$435K -$514K -6,594 -55%
MFW
304
Meristem Family Wealth
Minnesota
$428K
SBSB
305
Sullivan, Bruyette, Speros & Blaney
Virginia
$426K
AP
306
Advisor Partners
California
$404K -$11.8K -152 -3%
IUHSA
307
Itau Unibanco Holding S.A.
Brazil
$399K +$112K +1,436 +1,026%
OMCS
308
Old Mutual Customised Solutions
South Africa
$398K +$148K +1,900 +62%
BCM
309
Birmingham Capital Management
Alabama
$396K
Luther King Capital Management (LKCM)
310
Luther King Capital Management (LKCM)
Texas
$391K
Robeco Institutional Asset Management
311
Robeco Institutional Asset Management
Netherlands
$390K +$1.48K +19 +0.4%
CAN
312
Cetera Advisor Networks
California
$383K
FNBT
313
FineMark National Bank & Trust
Florida
$383K
FA
314
FDx Advisors
Illinois
$381K -$80.1K -1,028 -18%
SIM
315
Sentry Investment Management
Wisconsin
$380K
V
316
Veritable
Delaware
$375K
LMGAM
317
Liberty Mutual Group Asset Management
Massachusetts
$371K -$152K -1,949 -30%
FRM
318
Fox Run Management
Connecticut
$368K +$358K +4,600 New
HT
319
Heritage Trust
Oklahoma
$360K
HH
320
Hilltop Holdings
Texas
$352K -$46.4K -596 -12%
LNWWM
321
Laird Norton Wetherby Wealth Management
California
$350K +$1.79K +23 +0.5%
PPCM
322
Pillar Pacific Capital Management
California
$349K
LNC
323
Lincoln National Corp
Pennsylvania
$345K
Thrivent Financial for Lutherans
324
Thrivent Financial for Lutherans
Minnesota
$344K +$11.7K +150 +4%
BCM
325
BTR Capital Management
California
$332K

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.