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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
NB
326
Norinchukin Bank
Japan
$372K +$62.2K +614 +20%
PRC
327
Pearl River Capital
Michigan
$364K +$367K +3,621 New
Jacobs Levy Equity Management
328
Jacobs Levy Equity Management
New Jersey
$362K +$12.4K +122 +4%
Korea Investment Corp
329
Korea Investment Corp
South Korea
$362K +$365K +3,600 New
PFO
330
Pathstone Family Office
New Jersey
$361K – – –
BRWA
331
B. Riley Wealth Advisors
Florida
$361K +$27.3K +269 +8%
GCP
332
GSA Capital Partners
United Kingdom
$360K +$363K +3,578 New
RWA
333
River Wealth Advisors
Pennsylvania
$358K +$27.9K +275 +8%
AC
334
Allstate Corporation
Illinois
$351K +$13.5K +133 +4%
IA
335
IFP Advisors
Florida
$349K +$92.3K +910 +30%
Impax Asset Management Group
336
Impax Asset Management Group
United Kingdom
$341K +$11.9K +117 +4%
BCFD
337
Boit C.F. David
$340K – – –
RP
338
Rowlandmiller & Partners
Georgia
$334K -$854K -8,424 -72%
MAM
339
Meeder Asset Management
Ohio
$330K +$333K +3,280 New
LS
340
Livforsakringsbolaget Skandia
Sweden
$327K – – –
OWM
341
OneAscent Wealth Management
Alabama
$323K +$325K +3,207 New
Fifth Third Bancorp
342
Fifth Third Bancorp
Ohio
$309K +$36.2K +357 +13%
Creative Planning
343
Creative Planning
Kansas
$308K +$406 +4 +0.1%
SC
344
Savant Capital
Illinois
$308K +$12.8K +126 +4%
BCM
345
BTR Capital Management
California
$302K – – –
FRM
346
Fox Run Management
Connecticut
$291K +$293K +2,890 New
ML
347
McAdam LLC
Pennsylvania
$289K +$101 +1 +0%
William Blair & Company
348
William Blair & Company
Illinois
$289K +$1.42K +14 +0.5%
ESCM
349
Echo Street Capital Management
New York
$286K +$289K +2,847 New
RJT
350
Raymond James Trust
Florida
$283K -$52.6K -519 -16%
12 13
14
15 16

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.