Globe Life
347 hedge funds and large institutions have $5.23B invested in Globe Life in 2015 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 105 increasing their positions, 140 reducing their positions, and 39 closing their positions.
368% more call options, than puts
Call options by funds: $3.61M | Put options by funds: $773K
1.14% more ownership
Funds ownership: 73.89% → 75.03% (+1.1%)
2% more capital invested
Capital invested by funds: $5.14B → $5.23B (+$90.1M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
7% less funds holding
Funds holding: 372 → 347 (-25)
25% less repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 140
51% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$93.2M |
| 2 |
PRO
Pensioenfonds Rail & OV
Utrecht,
Netherlands
|
+$54.2M |
| 3 |
Pzena Investment Management
New York
|
+$27.1M |
| 4 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
+$14.6M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$28.4M |
| 2 |
State Street
Boston,
Massachusetts
|
-$22.1M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$19.1M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$12.2M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$10.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SC
376
SRB Corp
Boston,
Massachusetts
| – | -$149K | -2,756 | Closed |
|
377
Walleye Trading
New York
| – | -$136K | -2,557 | -100% |
|
|
RC
378
RegentAtlantic Capital
Morristown,
New Jersey
| – | -$70.5K | -1,301 | Closed |
|
|
EPM
379
Equitec Proprietary Markets
Chicago,
Illinois
| – | -$63K | -1,161 | Closed |
|
|
SEC
380
Seven Eight Capital
New York
| – | -$49K | -900 | Closed |
|
|
IMS
381
Index Management Solutions
Philadelphia,
Pennsylvania
| – | -$36K | -658 | Closed |
|
|
PCM
382
Prelude Capital Management
New York
| – | -$31K | -580 | Closed |
|
|
MCM
383
Manchester Capital Management
Manchester,
Vermont
| – | -$22K | -397 | Closed |
|
|
SNT
384
Security National Trust
Wheeling,
West Virginia
| – | -$12K | -217 | Closed |
|
|
VFA
385
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$8K | -151 | Closed |
|
|
MFS
386
MSI Financial Services
Springfield,
Massachusetts
| – | +$53 | +1 | New |
|
GL Hedge Fund Activity: Q1 2015 in Review
347 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q1 2015, worth a combined $5.23B — up 1.8% from $5.14B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of GL and 19 opened new positions — a net loss of 20 holders — while 140 trimmed existing stakes and 105 added.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $93.2M. The largest seller was Bank of New York Mellon, cutting an estimated $28.4M.
- 347 institutional investors held Globe Life (GL) as of Q1 2015, down from 372 in Q4 2014.
- Funds reported $5.23B of Globe Life stock for Q1 2015, up 1.8% quarter-over-quarter.
- 19 funds opened new Globe Life positions in Q1 2015 and 39 closed out, a net change of -20 holders.
- The largest Globe Life buyer in Q1 2015 was Wellington Management Group, an estimated $93.2M added.
- The largest Globe Life seller in Q1 2015 was Bank of New York Mellon, an estimated $28.4M sold.
Based on aggregated 13F filings for Q1 2015.