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Globe Life

502 hedge funds and large institutions have $6.09B invested in Globe Life in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 158 increasing their positions, 199 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $128M | Put options by funds: $108M

4.8% less ownership

Funds ownership: 84.96%80.17% (-4.8%)

16% less funds holding

Funds holding: 598502 (-96)

21% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 199

34% less capital invested

Capital invested by funds: $9.23B → $6.09B (-$3.15B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

54% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 162

Holders
502
Holders Change
-96
Holders Change %
-16.05%
% of All Funds
7.25%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
74
Increased
158
Reduced
199
Closed
162
Calls
$128M
Puts
$108M
Net Calls
+$19.6M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
351
Pallas Capital Advisors
Massachusetts
$259K +$243K +2,933 New
BCI
352
Brinker Capital Investments
Pennsylvania
$257K -$199K -2,407 -44%
OPS
353
Orion Portfolio Solutions
Nebraska
$257K -$199K -2,407 -44%
CA
354
Clearstead Advisors
Ohio
$256K
Capstone Investment Advisors
355
Capstone Investment Advisors
New York
$255K +$117K +1,416 +84%
PIM
356
Penobscot Investment Management
Massachusetts
$250K -$132K -1,593 -34%
RJT
357
Raymond James Trust
Florida
$250K -$16.6K -201 -6%
EF
358
Empirical Finance
Pennsylvania
$249K -$23.9K -289 -9%
PCMC
359
Paragon Capital Management (Colorado)
Colorado
$249K +$250K +3,024 New
TBA
360
Tower Bridge Advisors
Pennsylvania
$247K -$265K -3,200 -52%
SAM
361
Smartleaf Asset Management
Massachusetts
$246K +$7.54K +91 +3%
NB
362
Norinchukin Bank
Japan
$245K -$83 -1 -0%
HNB
363
Huntington National Bank
Ohio
$244K +$23.8K +287 +11%
SEC
364
Seven Eight Capital
New York
$242K +$244K +2,944 New
Mackenzie Financial
365
Mackenzie Financial
Ontario, Canada
$241K -$1.79M -21,658 -88%
N
366
Natixis
France
$238K +$239K +2,891 New
VSQM
367
V-Square Quantitative Management
Illinois
$237K +$76.2K +920 +47%
IGAM
368
iA Global Asset Management
Quebec, Canada
$237K -$724K -8,744 -75%
CWA
369
Canvas Wealth Advisors
Kansas
$237K -$90.9K -1,097 -30%
ML
370
McAdam LLC
Pennsylvania
$236K
AA
371
ALPS Advisors
Colorado
$230K -$663 -8 -0.3%
William Blair & Company
372
William Blair & Company
Illinois
$227K +$83 +1 +0%
KRSITF
373
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$223K -$9.77K -118 -4%
AWM
374
AE Wealth Management
Kansas
$222K -$6.27M -75,670 -97%
SOW
375
State of Wyoming
Wyoming
$221K +$43K +519 +24%

GL Hedge Fund Activity: Q2 2024 in Review

502 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q2 2024, worth a combined $6.09B — down 34% from $9.23B a quarter earlier.

Sellers outnumbered buyers: 162 funds closed out of GL and 74 opened new positions — a net loss of 88 holders — while 199 trimmed existing stakes and 158 added.

The largest buyer was Invesco, adding an estimated $191M. The largest seller was Cooke & Bieler, exiting entirely with an estimated $252M sold.

  • 502 institutional investors held Globe Life (GL) as of Q2 2024, down from 598 in Q1 2024.
  • Funds reported $6.09B of Globe Life stock for Q2 2024, down 34% quarter-over-quarter.
  • 74 funds opened new Globe Life positions in Q2 2024 and 162 closed out, a net change of -88 holders.
  • The largest Globe Life buyer in Q2 2024 was Invesco, an estimated $191M added.
  • The largest Globe Life seller in Q2 2024 was Cooke & Bieler, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2024.