Globe Life
369 hedge funds and large institutions have $5.24B invested in Globe Life in 2013 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 103 increasing their positions, 156 reducing their positions, and 19 closing their positions.
121% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 19
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
18% more call options, than puts
Call options by funds: $9.96M | Put options by funds: $8.43M
7% more capital invested
Capital invested by funds: $4.92B → $5.24B (+$320M)
6% more funds holding
Funds holding: 348 → 369 (+21)
0.17% less ownership
Funds ownership: 111.66% → 111.49% (-0.17%)
34% less repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 156
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$31.4M |
| 2 |
WCM
Winton Capital Management
London,
United Kingdom
|
+$30.6M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$21.7M |
| 4 |
ICM
IronBridge Capital Management
Oakbrook Terrace,
Illinois
|
+$21M |
| 5 |
Goldman Sachs
New York
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$67.5M |
| 2 |
NAP
New Amsterdam Partners
New York
|
-$36M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$33M |
| 4 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$22.5M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$21.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
376
Moore Capital Management
New York
| – | -$1.45M | -30,000 | Closed |
|
377
Teacher Retirement System of Texas
Austin,
Texas
| – | -$1.44M | -29,913 | Closed |
|
378
Jane Street
New York
| – | -$1.12M | -23,274 | Closed |
|
|
VKH
379
Virtu KCG Holdings
New York
| – | -$743K | -15,408 | Closed |
|
|
PP
380
PDT Partners
New York
| – | -$541K | -11,208 | Closed |
|
|
TH
381
Timber Hill
Greenwich,
Connecticut
| – | -$345K | -6,920 | Closed |
|
|
AIM
382
abrdn Investment Management
Edinburgh,
United Kingdom
| – | -$285K | -5,903 | Closed |
|
|
ECM
383
Everence Capital Management
Goshen,
Indiana
| – | -$247K | -5,112 | Closed |
|
|
MCM
384
Matarin Capital Management
New York
| – | -$241K | -5,003 | Closed |
|
|
MA
385
MUFG Americas
New York
| – | -$130K | -2,700 | Closed |
|
|
PP
386
Palladium Partners
Norfolk,
Virginia
| – | -$51K | -1,050 | Closed |
|
|
EWM
387
Evercore Wealth Management
New York
| – | -$5K | -107 | Closed |
|
|
RNS
388
Robert N. Shapiro
| – | -$3K | -68 | Closed |
|
389
Jones Financial Companies
Des Peres,
Missouri
| – | -$1K | -24 | Closed |
|
GL Hedge Fund Activity: Q4 2013 in Review
369 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2013, worth a combined $5.24B — up 6.5% from $4.92B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new GL positions and 19 closed out — a net gain of 23 holders — while 103 added to existing stakes and 156 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $31.4M. The largest seller was AllianceBernstein, cutting an estimated $67.5M.
- 369 institutional investors held Globe Life (GL) as of Q4 2013, up from 348 in Q3 2013.
- Funds reported $5.24B of Globe Life stock for Q4 2013, up 6.5% quarter-over-quarter.
- 42 funds opened new Globe Life positions in Q4 2013 and 19 closed out, a net change of +23 holders.
- The largest Globe Life buyer in Q4 2013 was Bank of New York Mellon, an estimated $31.4M added.
- The largest Globe Life seller in Q4 2013 was AllianceBernstein, an estimated $67.5M sold.
Based on aggregated 13F filings for Q4 2013.