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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
TH
326
Timber Hill
Connecticut
$322K +$300K +4,372 New
LNWWM
327
Laird Norton Wetherby Wealth Management
California
$319K -$6.31K -92 -2%
LNC
328
Lincoln National Corp
Pennsylvania
$318K – – –
CI
329
Cigna Investments
Connecticut
$305K +$284K +4,141 New
BA
330
Boston Advisors
Massachusetts
$304K – – –
Squarepoint
331
Squarepoint
New York
$301K +$280K +4,080 New
VF
332
Virtu Financial
New York
$293K +$272K +3,967 New
BCM
333
BTR Capital Management
California
$285K – – –
PIM
334
Penobscot Investment Management
Massachusetts
$285K +$3.43K +50 +1%
Thrivent Financial for Lutherans
335
Thrivent Financial for Lutherans
Minnesota
$284K +$13.7K +200 +5%
EP
336
Edgestream Partners
New Jersey
$282K -$109K -1,593 -29%
HIM
337
Hillsdale Investment Management
Ontario, Canada
$281K -$53.8K -785 -17%
WJA
338
Williams Jones & Associates
New York
$271K – – –
GP
339
Girard Partners
Pennsylvania
$269K +$1.17K +17 +0.5%
KRSITF
340
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$264K -$20.8K -303 -8%
PA
341
Profund Advisors
Maryland
$262K +$244K +3,554 New
WF
342
Welch & Forbes
Massachusetts
$260K – – –
CL
343
CPWM LLC
Washington
$254K -$5.28K -77 -2%
NB
344
Norinchukin Bank
Japan
$253K +$235K +3,425 New
TCM
345
Texan Capital Management
Texas
$251K – – –
Calamos Advisors
346
Calamos Advisors
Illinois
$246K – – –
CSIC
347
Clifford Swan Investment Counsel
California
$243K – – –
TRCT
348
Tower Research Capital (TRC)
New York
$243K +$185K +2,701 +456%
HNB
349
Huntington National Bank
Ohio
$240K – – –
CISOA
350
Capital Investment Services of America
Wisconsin
$238K -$16.1K -235 -7%
12 13
14
15 16

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.