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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
KRSITF
351
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$276K +$24.7K +244 +10%
AFG
352
Allegheny Financial Group
Pennsylvania
$272K – – –
KAM
353
Knightsbridge Asset Management
California
$272K +$27.4K +270 +11%
PP
354
Prudential plc
United Kingdom
$267K +$269K +2,652 New
LNC
355
Lincoln National Corp
Pennsylvania
$263K -$58.2K -574 -18%
IAIM
356
Industrial Alliance Investment Management
Quebec, Canada
$262K +$264K +2,600 New
WF
357
Welch & Forbes
Massachusetts
$249K – – –
AG
358
Ascent Group
Virginia
$248K +$24.4K +241 +11%
BFA
359
Bragg Financial Advisors
North Carolina
$243K +$10.1K +100 +4%
HNB
360
Huntington National Bank
Ohio
$241K – – –
QT
361
Quantamental Technologies
New York
$241K +$243K +2,400 New
RIM
362
Redpoint Investment Management
Australia
$238K – – –
Vontobel Holding
363
Vontobel Holding
Switzerland
$236K +$238K +2,348 New
Nomura Holdings
364
Nomura Holdings
Japan
$233K +$235K +2,315 New
RC
365
RegentAtlantic Capital
New Jersey
$231K -$1.32K -13 -0.6%
MML Investors Services
366
MML Investors Services
Massachusetts
$229K +$230K +2,273 New
EWA
367
EP Wealth Advisors
California
$229K +$231K +2,279 New
CB
368
CNB Bank
Pennsylvania
$226K – – –
YL
369
YCG LLC
Texas
$226K – – –
VAS
370
Vestmark Advisory Solutions
Massachusetts
$226K +$228K +2,247 New
EI
371
Ethic Inc
New York
$224K -$147K -1,453 -39%
BBVA
372
Banco Bilbao Vizcaya Argentaria
Spain
$223K -$9.02K -89 -4%
SFA
373
Sequoia Financial Advisors
Ohio
$220K +$221K +2,179 New
MS
374
Maven Securities
Jersey
$219K +$220K +2,173 New
BCV
375
Banque Cantonale Vaudoise
Switzerland
$215K – – –
13 14
15
16 17

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.