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Globe Life

436 hedge funds and large institutions have $6.81B invested in Globe Life in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 136 increasing their positions, 185 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $6.49B → $6.81B (+$323M)

0.63% more ownership

Funds ownership: 72.56%73.19% (+0.63%)

2% less funds holding

Funds holding: 444436 (-8)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

26% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 185

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
436
Holders Change
-8
Holders Change %
-1.8%
% of All Funds
10.87%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
29
Increased
136
Reduced
185
Closed
33
Calls
$3.03M
Puts
Net Calls
+$3.03M
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
376
Glenmede Trust
Pennsylvania
$129K
BL
377
Balentine LLC
Georgia
$125K -$7.79K -100 -6%
SWA
378
Sutton Wealth Advisors
Florida
$118K
RIM
379
Rampart Investment Management
Connecticut
$107K +$5.53K +71 +6%
QI
380
QS Investors
New York
$88K
OFS
381
Orrstown Financial Services
Pennsylvania
$84K +$22.8K +292 +39%
FIM
382
Foresters Investment Management
New York
$80K
ECM
383
Estabrook Capital Management
New York
$72.1K
OSAM
384
O'Shaughnessy Asset Management
Connecticut
$70K
SLF
385
Sun Life Financial
Ontario, Canada
$64K -$156 -2 -0.3%
LWCFA
386
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60K
OAM
387
Oppenheimer Asset Management
New York
$56K -$2.65K -34 -5%
EMG
388
ETF Managers Group
New Jersey
$55K +$4.91K +63 +10%
Bessemer Group
389
Bessemer Group
New Jersey
$49K -$845K -10,841 -95%
BTIS
390
BB&T Investment Services
North Carolina
$46K +$9.59K +123 +28%
FCB
391
First Command Bank
Texas
$45K
FCFS
392
First Command Financial Services
Texas
$45K
OIA
393
OneDigital Investment Advisors
Kansas
$41K
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$36K
WB
395
Webster Bank
Connecticut
$36K
PA
396
Parallel Advisors
California
$33K -$1.01K -13 -3%
ZB
397
Zions Bancorporation
Utah
$31K +$27.9K +358 +1,119%
TG
398
TLP Group
Illinois
$28K +$27.4K +352 New
CTC
399
Central Trust Company
Missouri
$26K -$3.74K -48 -13%
PCP
400
Proficio Capital Partners
Massachusetts
$24K

GL Hedge Fund Activity: Q3 2017 in Review

436 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2017, worth a combined $6.81B — up 5% from $6.49B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of GL and 29 opened new positions — a net loss of 4 holders — while 185 trimmed existing stakes and 136 added.

The largest buyer was NN Investment Partners Holdings, adding an estimated $61M. The largest seller was Janus Henderson Group, cutting an estimated $19.8M.

  • 436 institutional investors held Globe Life (GL) as of Q3 2017, down from 444 in Q2 2017.
  • Funds reported $6.81B of Globe Life stock for Q3 2017, up 5% quarter-over-quarter.
  • 29 funds opened new Globe Life positions in Q3 2017 and 33 closed out, a net change of -4 holders.
  • The largest Globe Life buyer in Q3 2017 was NN Investment Partners Holdings, an estimated $61M added.
  • The largest Globe Life seller in Q3 2017 was Janus Henderson Group, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2017.