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Globe Life

472 hedge funds and large institutions have $8.47B invested in Globe Life in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 139 increasing their positions, 166 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $9.42M | Put options by funds: $2.44M

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

8% more capital invested

Capital invested by funds: $7.85B → $8.47B (+$620M)

4% more funds holding

Funds holding: 455472 (+17)

0.76% less ownership

Funds ownership: 75.46%74.69% (-0.76%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 166

Holders
472
Holders Change
+17
Holders Change %
+3.74%
% of All Funds
9.3%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
64
Increased
139
Reduced
166
Closed
36
Calls
$9.42M
Puts
$2.44M
Net Calls
+$6.98M
Net Calls Change
+$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
V
301
Veritable
Delaware
$497K
LSERS
302
Louisiana State Employees Retirement System
Louisiana
$495K -$9.97K -100 -2%
BCM
303
Birmingham Capital Management
Alabama
$484K
Thrivent Financial for Lutherans
304
Thrivent Financial for Lutherans
Minnesota
$478K -$7.48K -75 -2%
GHA
305
GW Henssler & Associates
Georgia
$476K +$122K +1,219 +37%
GFA
306
Gifford Fong Associates
California
$474K
FC
307
FORA Capital
Florida
$471K +$446K +4,474 New
FHB
308
First Hawaiian Bank
Hawaii
$469K +$444K +4,451 New
LNWWM
309
Laird Norton Wetherby Wealth Management
California
$466K -$10.1K -101 -2%
PAIM
310
Punch & Associates Investment Management
Minnesota
$464K
Creative Planning
311
Creative Planning
Kansas
$462K -$29.7K -298 -6%
FA
312
FDx Advisors
Illinois
$456K -$9.47K -95 -2%
Mirae Asset Global Investments
313
Mirae Asset Global Investments
South Korea
$455K +$30.5K +306 +8%
LNC
314
Lincoln National Corp
Pennsylvania
$453K -$3.89K -39 -0.9%
CAN
315
Cetera Advisor Networks
California
$452K +$7.18K +72 +2%
TA
316
Tiedemann Advisors
New York
$434K +$9.97K +100 +2%
CAPTRUST Financial Advisors
317
CAPTRUST Financial Advisors
North Carolina
$434K +$322K +3,233 +370%
SC
318
Scotia Capital
Ontario, Canada
$424K -$342K -3,429 -46%
FDCDDQ
319
Federation des caisses Desjardins du Quebec
Quebec, Canada
$419K +$397K +3,984 New
GIM
320
Goelzer Investment Management
Indiana
$412K -$72.3K -725 -16%
NMIMC
321
Northwestern Mutual Investment Management Company
Wisconsin
$407K +$4.79K +48 +1%
ACM
322
AlphaCrest Capital Management
New York
$395K -$733K -7,357 -66%
PHK
323
Point72 Hong Kong
Hong Kong
$393K +$372K +3,736 New
WJWM
324
Williams Jones Wealth Management
New York
$386K
SBSB
325
Sullivan, Bruyette, Speros & Blaney
Virginia
$379K +$4.59K +46 +1%

GL Hedge Fund Activity: Q4 2019 in Review

472 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2019, worth a combined $8.47B — up 7.9% from $7.85B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new GL positions and 36 closed out — a net gain of 28 holders — while 139 added to existing stakes and 166 trimmed.

The largest buyer was Regions Financial Corp, opening a new position worth an estimated $172M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $152M sold.

  • 472 institutional investors held Globe Life (GL) as of Q4 2019, up from 455 in Q3 2019.
  • Funds reported $8.47B of Globe Life stock for Q4 2019, up 7.9% quarter-over-quarter.
  • 64 funds opened new Globe Life positions in Q4 2019 and 36 closed out, a net change of +28 holders.
  • The largest Globe Life buyer in Q4 2019 was Regions Financial Corp, an estimated $172M added.
  • The largest Globe Life seller in Q4 2019 was Acadian Asset Management, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2019.