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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
AC
326
Allstate Corporation
Illinois
$335K
AC
327
Avestar Capital
New York
$334K -$55.6K -554 -14%
RWA
328
River Wealth Advisors
Pennsylvania
$328K -$27.6K -275 -8%
BRWA
329
B. Riley Wealth Advisors
Florida
$328K -$18.4K -183 -5%
KRSITF
330
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$324K +$14.8K +148 +5%
RP
331
Rowlandmiller & Partners
Georgia
$322K
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$321K +$9.83K +98 +3%
EI
333
Ethic Inc
New York
$313K +$71.4K +712 +29%
PP
334
Prudential plc
United Kingdom
$308K +$52K +518 +20%
VIA
335
Vident Investment Advisory
Georgia
$304K -$14.5K -145 -4%
MAM
336
Meeder Asset Management
Ohio
$304K -$4.11K -41 -1%
BCM
337
BTR Capital Management
California
$299K
GT
338
Glenmede Trust
Pennsylvania
$298K +$301K +3,000 New
WF
339
Welch & Forbes
Massachusetts
$289K
WA
340
Waverly Advisors
Alabama
$287K -$43.3K -432 -13%
Impax Asset Management Group
341
Impax Asset Management Group
United Kingdom
$287K -$16.9K -168 -6%
William Blair & Company
342
William Blair & Company
Illinois
$287K -$401 -4 -0.1%
RJT
343
Raymond James Trust
Florida
$286K -$2.21K -22 -0.8%
ML
344
McAdam LLC
Pennsylvania
$286K
GTCM
345
Gyon Technologies Capital Management
New Jersey
$283K +$285K +2,843 New
BPA
346
Beacon Pointe Advisors
California
$274K -$20.9K -208 -7%
AFG
347
Allegheny Financial Group
Pennsylvania
$269K
Fisher Asset Management
348
Fisher Asset Management
Washington
$267K -$6.53M -65,076 -96%
Vontobel Holding
349
Vontobel Holding
Switzerland
$264K +$266K +2,650 New
FFM
350
Forum Financial Management
Illinois
$262K

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.