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Globe Life

566 hedge funds and large institutions have $7.78B invested in Globe Life in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 173 increasing their positions, 200 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 48

8% more funds holding

Funds holding: 525566 (+41)

7% more capital invested

Capital invested by funds: $7.25B → $7.78B (+$534M)

6.56% more ownership

Funds ownership: 76.56%83.12% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

14% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 200

16% less call options, than puts

Call options by funds: $91.3M | Put options by funds: $108M

Holders
566
Holders Change
+41
Holders Change %
+7.81%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
96
Increased
173
Reduced
200
Closed
48
Calls
$91.3M
Puts
$108M
Net Calls
-$16.9M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
326
Vestcor Inc
New Brunswick, Canada
$487K -$900K -8,338 -66%
BB
327
Busey Bank
Illinois
$482K -$109K -1,010 -19%
WJWM
328
Williams Jones Wealth Management
New York
$480K
NMERB
329
New Mexico Educational Retirement Board
New Mexico
$472K +$10.8K +100 +2%
Baird Financial Group
330
Baird Financial Group
Wisconsin
$471K +$99.2K +919 +28%
CWM
331
Cabot Wealth Management
Massachusetts
$467K
AG
332
AlTi Global
New York
$467K +$1.29K +12 +0.3%
LCWP
333
Legacy Capital Wealth Partners
Arkansas
$464K -$9.82K -91 -2%
XT
334
XTX Topco
Cayman Islands
$462K -$959K -8,889 -68%
FMP
335
Financial Management Professionals
Texas
$457K
Allspring Global Investments
336
Allspring Global Investments
North Carolina
$456K -$48.1K -446 -10%
SWM
337
Spire Wealth Management
Virginia
$453K +$259K +2,404 +145%
UCFA
338
United Capital Financial Advisors
Texas
$451K +$20.1K +186 +5%
LNWWM
339
Laird Norton Wetherby Wealth Management
California
$446K -$57.7K -535 -12%
PCP
340
Proficio Capital Partners
Massachusetts
$445K +$3.88K +36 +0.9%
IG
341
ING Group
Netherlands
$423K -$79.1K -733 -16%
NB
342
Norinchukin Bank
Japan
$423K +$14.9K +138 +4%
Brown Advisory
343
Brown Advisory
Maryland
$418K -$30.3K -281 -7%
RA
344
RFG Advisory
Alabama
$417K +$403K +3,737 New
ACM
345
Aster Capital Management
United Arab Emirates
$407K +$394K +3,650 New
SSWM
346
Smith Salley Wealth Management
North Carolina
$407K
GWM
347
Geneos Wealth Management
Colorado
$402K -$16.8K -156 -4%
FFA
348
Farther Finance Advisors
California
$399K -$3.02K -28 -0.8%
CWM
349
Congress Wealth Management
Massachusetts
$392K +$379K +3,513 New
Kovitz Investment Group Partners
350
Kovitz Investment Group Partners
Illinois
$391K +$378K +3,504 New

GL Hedge Fund Activity: Q4 2024 in Review

566 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2024, worth a combined $7.78B — up 7.4% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new GL positions and 48 closed out — a net gain of 48 holders — while 173 added to existing stakes and 200 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $50.7M. The largest seller was UBS AM, cutting an estimated $122M.

  • 566 institutional investors held Globe Life (GL) as of Q4 2024, up from 525 in Q3 2024.
  • Funds reported $7.78B of Globe Life stock for Q4 2024, up 7.4% quarter-over-quarter.
  • 96 funds opened new Globe Life positions in Q4 2024 and 48 closed out, a net change of +48 holders.
  • The largest Globe Life buyer in Q4 2024 was Swedbank, an estimated $50.7M added.
  • The largest Globe Life seller in Q4 2024 was UBS AM, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2024.