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Globe Life

542 hedge funds and large institutions have $8.28B invested in Globe Life in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 174 increasing their positions, 187 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $3.41M | Put options by funds: $1.7M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

0% more funds holding

Funds holding: 541542 (+1)

0.29% less ownership

Funds ownership: 80.54%80.25% (-0.29%)

2% less capital invested

Capital invested by funds: $8.42B → $8.28B (-$137M)

7% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 187

Holders
542
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
57
Increased
174
Reduced
187
Closed
52
Calls
$3.41M
Puts
$1.7M
Net Calls
+$1.72M
Net Calls Change
-$760K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
326
Kestra Advisory Services
Texas
$642K +$2.35K +21 +0.4%
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$640K -$661K -5,917 -50%
NS
328
NBC Securities
Alabama
$635K +$652K +5,843 New
TI
329
Tidal Investments
Wisconsin
$634K -$9.27K -83 -1%
ETC
330
Exchange Traded Concepts
Oklahoma
$625K +$642K +5,752 New
Pacer Advisors
331
Pacer Advisors
Pennsylvania
$621K +$15K +134 +2%
SCM
332
Stevens Capital Management
Pennsylvania
$616K +$632K +5,661 New
EF
333
Empowered Funds
Pennsylvania
$614K +$631K +5,647 New
BCI
334
Brinker Capital Investments
Pennsylvania
$602K +$618K +5,538 New
OPS
335
Orion Portfolio Solutions
Nebraska
$602K +$618K +5,538 New
Fifth Third Bancorp
336
Fifth Third Bancorp
Ohio
$593K +$236K +2,112 +63%
LSERS
337
Louisiana State Employees Retirement System
Louisiana
$587K -$11.2K -100 -2%
WA
338
Waverly Advisors
Alabama
$583K
SSWM
339
Smith Salley Wealth Management
North Carolina
$567K
WJWM
340
Williams Jones Wealth Management
New York
$551K
FRM
341
Fox Run Management
Connecticut
$541K +$556K +4,977 New
CIA
342
Choate Investment Advisors
Massachusetts
$533K +$41.3K +370 +8%
TA
343
TrueWealth Advisors
Alabama
$533K +$142K +1,275 +35%
MAM
344
Martingale Asset Management
Massachusetts
$525K -$47.3K -424 -8%
NMERB
345
New Mexico Educational Retirement Board
New Mexico
$504K +$22.3K +200 +5%
PIM
346
Penobscot Investment Management
Massachusetts
$504K
MAG
347
Mayfair Advisory Group
Alabama
$500K
FNBT
348
FineMark National Bank & Trust
Florida
$497K -$1.56K -14 -0.3%
TRCT
349
Tower Research Capital (TRC)
New York
$492K +$97.6K +874 +24%
GFA
350
Gifford Fong Associates
California
$489K

GL Hedge Fund Activity: Q3 2023 in Review

542 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2023, worth a combined $8.28B — down 1.6% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GL positions and 52 closed out — a net gain of 5 holders — while 174 added to existing stakes and 187 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $30.5M. The largest seller was Berkshire Hathaway, cutting an estimated $188M.

  • 542 institutional investors held Globe Life (GL) as of Q3 2023, up from 541 in Q2 2023.
  • Funds reported $8.28B of Globe Life stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 57 funds opened new Globe Life positions in Q3 2023 and 52 closed out, a net change of +5 holders.
  • The largest Globe Life buyer in Q3 2023 was Qube Research & Technologies (QRT), an estimated $30.5M added.
  • The largest Globe Life seller in Q3 2023 was Berkshire Hathaway, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2023.