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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
MGP
351
Metis Global Partners
California
$489K +$48.6K +435 +11%
SI
352
Stephens Inc
Arkansas
$482K -$782 -7 -0.2%
VI
353
Versor Investments
New York
$480K -$551K -4,935 -53%
PAIM
354
Punch & Associates Investment Management
Minnesota
$479K
BCM
355
Birmingham Capital Management
Alabama
$478K
IGAM
356
iA Global Asset Management
Quebec, Canada
$478K -$5.25K -47 -1%
SM
357
Sciencast Management
New Jersey
$470K +$482K +4,320 New
Cambridge Investment Research Advisors
358
Cambridge Investment Research Advisors
Iowa
$464K +$477K +4,268 New
ONB
359
Old National Bancorp
Indiana
$459K -$55.5K -497 -11%
Mercer Global Advisors
360
Mercer Global Advisors
Colorado
$456K +$469K +4,198 New
CWM
361
Cabot Wealth Management
Massachusetts
$455K +$467K +4,185 New
RWM
362
Ritholtz Wealth Management
New York
$453K +$201K +1,802 +76%
LNWWM
363
Laird Norton Wetherby Wealth Management
California
$449K -$2.01K -18 -0.4%
Brown Advisory
364
Brown Advisory
Maryland
$449K +$13.5K +121 +3%
SC
365
SRB Corp
Massachusetts
$441K
TA
366
Tiedemann Advisors
New York
$440K -$893 -8 -0.2%
DA
367
Duality Advisers
Florida
$434K +$446K +3,992 New
Cetera Investment Advisers
368
Cetera Investment Advisers
Illinois
$426K -$1.12K -10 -0.3%
HBT
369
Heartland Bank & Trust
Illinois
$421K +$7.26K +65 +2%
MLICM
370
Metropolitan Life Insurance Company (MetLife)
New York
$391K -$30.8K -276 -7%
GWM
371
Geneos Wealth Management
Colorado
$389K +$782 +7 +0.2%
Aviva
372
Aviva
United Kingdom
$377K -$1.45K -13 -0.4%
HKIM
373
Hayek Kallen Investment Management
Alabama
$376K
LCWP
374
Legacy Capital Wealth Partners
Arkansas
$371K +$381K +3,412 New
NB
375
Norinchukin Bank
Japan
$368K -$449K -4,023 -54%

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.