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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
PP
351
Prudential plc
United Kingdom
$236K +$219K +3,200 New
CAI
352
Capital Advisors Inc
Oklahoma
$232K +$216K +3,145 New
TMAM
353
Tokio Marine Asset Management
Japan
$231K -$85.8K -1,252 -29%
DADC
354
D.A. Davidson & Co
Montana
$224K – – –
TU
355
TDAM USA
Ontario, Canada
$224K +$208K +3,031 New
Daiwa Securities Group
356
Daiwa Securities Group
Japan
$223K – – –
SOADOR
357
State of Alaska Department of Revenue
Alaska
$214K +$13.3K +194 +7%
RJFSA
358
Raymond James Financial Services Advisors
Florida
$212K +$197K +2,878 New
Verition Fund Management
359
Verition Fund Management
Connecticut
$211K -$385K -5,619 -66%
Brown Advisory
360
Brown Advisory
Maryland
$210K +$195K +2,840 New
MSV
361
MN Services Vermogensbeheer
Netherlands
$203K – – –
AG
362
Advisor Group
Arizona
$203K +$11.5K +168 +6%
GWS
363
Glassman Wealth Services
Virginia
$194K – – –
TG
364
TLP Group
Illinois
$188K +$98K +1,429 +128%
SC
365
SRB Corp
Massachusetts
$182K – – –
WAM
366
Wealthspire Advisors (Maryland)
Maryland
$174K -$33K -482 -17%
OMCS
367
Old Mutual Customised Solutions
South Africa
$155K +$61.7K +900 +75%
Fifth Third Bancorp
368
Fifth Third Bancorp
Ohio
$154K – – –
BL
369
Balentine LLC
Georgia
$137K – – –
GT
370
Glenmede Trust
Pennsylvania
$128K +$1.44K +21 +1%
SO
371
STRS Ohio
Ohio
$116K -$16K -234 -13%
Robeco Institutional Asset Management
372
Robeco Institutional Asset Management
Netherlands
$110K -$1.54M -22,496 -94%
WA
373
WFG Advisors
Texas
$109K -$7.61K -111 -7%
SWA
374
Sutton Wealth Advisors
Florida
$108K – – –
PG
375
PEAK6 Group
Illinois
$98K +$91K +1,328 New
13 14
15
16 17

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.