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Globe Life

479 hedge funds and large institutions have $7.9B invested in Globe Life in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 152 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 36

4% more funds holding

Funds holding: 461479 (+18)

1.39% more ownership

Funds ownership: 80.86%82.25% (+1.4%)

2% more capital invested

Capital invested by funds: $7.77B → $7.9B (+$126M)

1% less call options, than puts

Call options by funds: $6.04M | Put options by funds: $6.08M

8% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 165

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
479
Holders Change
+18
Holders Change %
+3.9%
% of All Funds
8.25%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
59
Increased
152
Reduced
165
Closed
36
Calls
$6.04M
Puts
$6.08M
Net Calls
-$37K
Net Calls Change
+$122K
Name Holding Trade Value Shares
Change
Change in
Stake
V
301
Veritable
Delaware
$487K
PIM
302
Penobscot Investment Management
Massachusetts
$464K
NMERB
303
New Mexico Educational Retirement Board
New Mexico
$462K -$50.2K -500 -10%
SAM
304
Storebrand Asset Management
Norway
$454K
CIA
305
Choate Investment Advisors
Massachusetts
$452K
MAG
306
Mayfair Advisory Group
Alabama
$452K
UIA
307
UBP Investment Advisors
Switzerland
$450K -$329K -3,283 -42%
GFA
308
Gifford Fong Associates
California
$449K
Cetera Investment Advisers
309
Cetera Investment Advisers
Illinois
$445K -$31.1K -310 -6%
PAIM
310
Punch & Associates Investment Management
Minnesota
$440K
BCM
311
Birmingham Capital Management
Alabama
$439K -$20.1K -200 -4%
HI
312
Horizon Investments
North Carolina
$428K +$432K +4,302 New
CAN
313
Cetera Advisor Networks
California
$420K -$75.8K -756 -15%
GWM
314
Geneos Wealth Management
Colorado
$410K +$702 +7 +0.2%
TA
315
Tiedemann Advisors
New York
$404K
Brown Advisory
316
Brown Advisory
Maryland
$398K -$75.2K -750 -16%
AG
317
Ascent Group
Virginia
$384K +$45.5K +454 +16%
HKIM
318
Hayek Kallen Investment Management
Alabama
$383K -$50.2K -500 -12%
FA
319
FDx Advisors
Illinois
$367K -$65.2K -650 -15%
TI
320
Trexquant Investment
Connecticut
$351K +$354K +3,524 New
IA
321
IFP Advisors
Florida
$348K +$602 +6 +0.2%
EAM
322
Erste Asset Management
Austria
$341K +$70.2K +700 +26%
SC
323
Savant Capital
Illinois
$339K +$28.1K +280 +9%
NMIMC
324
Northwestern Mutual Investment Management Company
Wisconsin
$336K -$26K -259 -7%
BCFD
325
Boit C.F. David
$336K +$339K +3,375 New

GL Hedge Fund Activity: Q3 2022 in Review

479 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2022, worth a combined $7.9B — up 1.6% from $7.77B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new GL positions and 36 closed out — a net gain of 23 holders — while 152 added to existing stakes and 165 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $99M. The largest seller was Wellington Management Group, cutting an estimated $85.7M.

  • 479 institutional investors held Globe Life (GL) as of Q3 2022, up from 461 in Q2 2022.
  • Funds reported $7.9B of Globe Life stock for Q3 2022, up 1.6% quarter-over-quarter.
  • 59 funds opened new Globe Life positions in Q3 2022 and 36 closed out, a net change of +23 holders.
  • The largest Globe Life buyer in Q3 2022 was JP Morgan Chase, an estimated $99M added.
  • The largest Globe Life seller in Q3 2022 was Wellington Management Group, an estimated $85.7M sold.

Based on aggregated 13F filings for Q3 2022.