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Globe Life
GL

486 hedge funds and large institutions have $8.05B invested in Globe Life in 2022 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 172 increasing their positions, 153 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 33

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

15% more capital invested

Capital invested by funds: $7.03B → $8.05B (+$1.02B)

12% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 153

6.6% more ownership

Funds ownership: 74.5% → 81.1% (+6.6%)

5% more funds holding

Funds holding: 462 → 486 (+24)

14% less call options, than puts

Call options by funds: $4.64M | Put options by funds: $5.38M

Holders
486
Holders Change
+24
Holders Change %
+5.19%
% of All Funds
7.67%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
64
Increased
172
Reduced
153
Closed
33
Calls
$4.64M
Puts
$5.38M
Net Calls
-$740K
Net Calls Change
+$3.81M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$200M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$178M
3
Invesco
Invesco
Georgia
+$51.5M
4
PCM
Parsifal Capital Management
Connecticut
+$44.2M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$26.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$30.1M
2
Millennium Management
Millennium Management
New York
-$25.6M
3
APG Asset Management
APG Asset Management
Netherlands
-$14.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$12.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Luther King Capital Management (LKCM)
301
Luther King Capital Management (LKCM)
Texas
$529K – – –
KAS
302
Kestra Advisory Services
Texas
$523K -$14.4K -142 -3%
WorldQuant Millennium Advisors
303
WorldQuant Millennium Advisors
New York
$522K -$1.59M -15,640 -75%
JIC
304
Johnson Investment Counsel
Ohio
$498K – – –
CAN
305
Cetera Advisor Networks
California
$477K +$13.9K +137 +3%
Brown Advisory
306
Brown Advisory
Maryland
$476K – – –
PHK
307
Point72 Hong Kong
Hong Kong
$474K -$166K -1,633 -26%
V
308
Veritable
Delaware
$466K +$71.3K +703 +18%
BCM
309
Birmingham Capital Management
Alabama
$463K – – –
SAM
310
Storebrand Asset Management
Norway
$458K -$477K -4,706 -51%
HKIM
311
Hayek Kallen Investment Management
Alabama
$457K -$124K -1,225 -21%
GWM
312
Geneos Wealth Management
Colorado
$455K -$31.4K -310 -6%
GFA
313
Gifford Fong Associates
California
$453K – – –
MAG
314
Mayfair Advisory Group
Alabama
$445K – – –
PAIM
315
Punch & Associates Investment Management
Minnesota
$444K – – –
CIM
316
Contravisory Investment Management
Massachusetts
$437K +$440K +4,342 New
JF
317
Jump Financial
Illinois
$437K +$441K +4,345 New
EAM
318
Erste Asset Management
Austria
$419K – – –
NIMI
319
Natixis Investment Managers International
France
$412K +$415K +4,097 New
TA
320
Tiedemann Advisors
New York
$407K – – –
KP
321
Keel Point
Alabama
$406K – – –
Cetera Investment Advisers
322
Cetera Investment Advisers
Illinois
$398K -$9.73K -96 -2%
Walleye Capital
323
Walleye Capital
New York
$385K +$388K +3,824 New
AC
324
Avestar Capital
New York
$374K -$14.1K -139 -4%
NMIMC
325
Northwestern Mutual Investment Management Company
Wisconsin
$372K -$49.1K -484 -12%
11 12
13
14 15

GL Hedge Fund Activity: Q1 2022 in Review

486 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q1 2022, worth a combined $8.05B — up 15% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new GL positions and 33 closed out — a net gain of 31 holders — while 172 added to existing stakes and 153 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $200M. The largest seller was Citadel Advisors, cutting an estimated $30.1M.

  • 486 institutional investors held Globe Life (GL) as of Q1 2022, up from 462 in Q4 2021.
  • Funds reported $8.05B of Globe Life stock for Q1 2022, up 15% quarter-over-quarter.
  • 64 funds opened new Globe Life positions in Q1 2022 and 33 closed out, a net change of +31 holders.
  • The largest Globe Life buyer in Q1 2022 was Wellington Management Group, an estimated $200M added.
  • The largest Globe Life seller in Q1 2022 was Citadel Advisors, an estimated $30.1M sold.

Based on aggregated 13F filings for Q1 2022.