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Globe Life
GL

431 hedge funds and large institutions have $6.42B invested in Globe Life in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 161 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 23

17% more capital invested

Capital invested by funds: $5.5B → $6.42B (+$913M)

8% more funds holding

Funds holding: 399 → 431 (+32)

0.67% more ownership

Funds ownership: 72.69% → 73.35% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

12% less call options, than puts

Call options by funds: $4.02M | Put options by funds: $4.59M

20% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 161

Holders
431
Holders Change
+32
Holders Change %
+8.02%
% of All Funds
10.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
63
Increased
129
Reduced
161
Closed
23
Calls
$4.02M
Puts
$4.59M
Net Calls
-$566K
Net Calls Change
-$3.32M

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
+$33.4M
2
State Street
State Street
Massachusetts
+$29M
3
CS
Credit Suisse
Switzerland
+$23M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$21.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$14.2M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$43.9M
2
NIPH
NN Investment Partners Holdings
Netherlands
-$39.4M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$34.1M
4
GL
Globe Life
Texas
-$27.4M
5
Invesco
Invesco
Georgia
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fuller & Thaler Asset Management
376
Fuller & Thaler Asset Management
California
$81K – – –
QI
377
QS Investors
New York
$81K – – –
AA
378
Ancora Advisors
Ohio
$76K +$70.3K +1,025 New
AIM
379
Acrospire Investment Management
Illinois
$74K +$34.3K +500 +100%
ECM
380
Estabrook Capital Management
New York
$66.4K – – –
MFS
381
MSI Financial Services
Massachusetts
$59K +$69 +1 +0.1%
LWCFA
382
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$55K – – –
FCB
383
First Command Bank
Texas
$41K +$38.5K +562 New
FCFS
384
First Command Financial Services
Texas
$41K +$38.5K +562 New
OFS
385
Orrstown Financial Services
Pennsylvania
$34K -$4.8K -70 -13%
WB
386
Webster Bank
Connecticut
$33K +$30.8K +450 New
GLI
387
Guardian Life Insurance
New York
$31K – – –
Parallax Volatility Advisers
388
Parallax Volatility Advisers
California
$31K +$206 +3 +0.7%
GXMC
389
Global X Management Company
New York
$29K +$10.4K +152 +63%
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$29K +$26.7K +390 New
CTC
391
Central Trust Company
Missouri
$28K – – –
PCM
392
Penserra Capital Management
California
$26K +$5.07K +74 +26%
PIA
393
Piedmont Investment Advisors
North Carolina
$23.3K +$21.3K +310 +5,167%
Simplex Trading
394
Simplex Trading
Illinois
$22K +$21.1K +308 New
DVM
395
Dreman Value Management
Florida
$20K -$36.1K -527 -66%
NFG
396
Next Financial Group
Texas
$20K – – –
PCP
397
Proficio Capital Partners
Massachusetts
$19K +$3.22K +47 +22%
JCM
398
Jacobi Capital Management
Pennsylvania
$17K – – –
ZB
399
Zions Bancorporation
Utah
$17K – – –
National Pension Service
400
National Pension Service
South Korea
$17K +$5.55K +81 +56%
14 15
16
17 18

GL Hedge Fund Activity: Q4 2016 in Review

431 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2016, worth a combined $6.42B — up 17% from $5.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new GL positions and 23 closed out — a net gain of 40 holders — while 129 added to existing stakes and 161 trimmed.

The largest buyer was abrdn Investment Management, adding an estimated $33.4M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $43.9M.

  • 431 institutional investors held Globe Life (GL) as of Q4 2016, up from 399 in Q3 2016.
  • Funds reported $6.42B of Globe Life stock for Q4 2016, up 17% quarter-over-quarter.
  • 63 funds opened new Globe Life positions in Q4 2016 and 23 closed out, a net change of +40 holders.
  • The largest Globe Life buyer in Q4 2016 was abrdn Investment Management, an estimated $33.4M added.
  • The largest Globe Life seller in Q4 2016 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2016.