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Globe Life

525 hedge funds and large institutions have $7.25B invested in Globe Life in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 184 increasing their positions, 180 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

49% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 53

19% more capital invested

Capital invested by funds: $6.09B → $7.25B (+$1.16B)

5% more funds holding

Funds holding: 502525 (+23)

2% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 180

3% less call options, than puts

Call options by funds: $88.4M | Put options by funds: $91M

3.61% less ownership

Funds ownership: 80.17%76.56% (-3.6%)

Holders
525
Holders Change
+23
Holders Change %
+4.58%
% of All Funds
7.54%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
79
Increased
184
Reduced
180
Closed
53
Calls
$88.4M
Puts
$91M
Net Calls
-$2.6M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
351
Mackenzie Financial
Ontario, Canada
$311K
STA
352
Summit Trail Advisors
New York
$308K +$279K +2,909 New
IGAM
353
iA Global Asset Management
Quebec, Canada
$305K -$288 -3 -0.1%
ML
354
McAdam LLC
Pennsylvania
$305K +$767 +8 +0.3%
NMIMC
355
Northwestern Mutual Investment Management Company
Wisconsin
$301K +$16.8K +175 +7%
Capstone Investment Advisors
356
Capstone Investment Advisors
New York
$291K -$33.7K -351 -11%
William Blair & Company
357
William Blair & Company
Illinois
$290K -$2.4K -25 -0.9%
FHB
358
First Hawaiian Bank
Hawaii
$288K -$544K -5,669 -68%
HOWA
359
Heritage Oak Wealth Advisors
Florida
$286K +$259K +2,700 New
NWWA
360
New Wave Wealth Advisors
Arkansas
$286K +$259K +2,700 New
GC
361
Guggenheim Capital
Illinois
$285K -$1.22M -12,720 -83%
BP
362
Ballentine Partners
Massachusetts
$284K +$18.3K +191 +8%
EAM
363
Erste Asset Management
Austria
$282K -$47.9K -500 -16%
KRSITF
364
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$282K -$4.7K -49 -2%
FFM
365
Forum Financial Management
Illinois
$281K -$2.11K -22 -0.8%
SFA
366
Sequoia Financial Advisors
Ohio
$276K +$250K +2,602 New
VSQM
367
V-Square Quantitative Management
Illinois
$273K -$29.6K -309 -11%
BCI
368
Brinker Capital Investments
Pennsylvania
$269K -$56.2K -586 -19%
OPS
369
Orion Portfolio Solutions
Nebraska
$269K -$56.2K -586 -19%
SF
370
Summit Financial
New Jersey
$265K +$240K +2,504 New
NC
371
nVerses Capital
Florida
$265K +$221K +2,300 +1,150%
EI
372
Ellevest Inc
New York
$263K +$238K +2,485 New
PAG
373
Private Advisor Group
New Jersey
$262K +$238K +2,478 New
ZIC
374
ZWJ Investment Counsel
Georgia
$259K
PIM
375
Penobscot Investment Management
Massachusetts
$258K -$57.5K -600 -20%

GL Hedge Fund Activity: Q3 2024 in Review

525 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2024, worth a combined $7.25B — up 19% from $6.09B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new GL positions and 53 closed out — a net gain of 26 holders — while 184 added to existing stakes and 180 trimmed.

The largest buyer was Nuance Investments, adding an estimated $66.5M. The largest seller was Wellington Management Group, cutting an estimated $111M.

  • 525 institutional investors held Globe Life (GL) as of Q3 2024, up from 502 in Q2 2024.
  • Funds reported $7.25B of Globe Life stock for Q3 2024, up 19% quarter-over-quarter.
  • 79 funds opened new Globe Life positions in Q3 2024 and 53 closed out, a net change of +26 holders.
  • The largest Globe Life buyer in Q3 2024 was Nuance Investments, an estimated $66.5M added.
  • The largest Globe Life seller in Q3 2024 was Wellington Management Group, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2024.