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Globe Life
GL

472 hedge funds and large institutions have $8.47B invested in Globe Life in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 139 increasing their positions, 166 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $9.42M | Put options by funds: $2.44M

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

8% more capital invested

Capital invested by funds: $7.85B → $8.47B (+$620M)

4% more funds holding

Funds holding: 455 → 472 (+17)

0.76% less ownership

Funds ownership: 75.46% → 74.69% (-0.76%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

16% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 166

Holders
472
Holders Change
+17
Holders Change %
+3.74%
% of All Funds
9.3%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
64
Increased
139
Reduced
166
Closed
36
Calls
$9.42M
Puts
$2.44M
Net Calls
+$6.98M
Net Calls Change
+$5.87M

Top Buyers

Rank Fund Capital Flow
1
RFC
Regions Financial Corp
Alabama
+$172M
2
CB
Cooke & Bieler
Pennsylvania
+$64.2M
3
ACA
Anchor Capital Advisors
Massachusetts
+$32.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$22.5M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$17.2M

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$152M
2
Citadel Advisors
Citadel Advisors
Florida
-$42.1M
3
BlackRock
BlackRock
New York
-$39.9M
4
JP Morgan Chase
JP Morgan Chase
New York
-$39.3M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$29.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
376
CX Institutional
Indiana
$177K – – –
PA
377
Parallel Advisors
California
$162K -$15.1K -151 -9%
SWA
378
Sutton Wealth Advisors
Florida
$157K – – –
Simplex Trading
379
Simplex Trading
Illinois
$154K +$146K +1,466 New
S
380
Seeyond
France
$153K – – –
MERSOM
381
Municipal Employees' Retirement System of Michigan
Michigan
$151K +$4.99K +50 +4%
TRCT
382
Tower Research Capital (TRC)
New York
$142K -$144K -1,443 -52%
S
383
SignatureFD
Georgia
$135K +$5.28K +53 +4%
QI
384
QS Investors
New York
$135K +$127K +1,271 New
BBHC
385
Brown Brothers Harriman & Co
New York
$134K – – –
AIS
386
Accurate Investment Solutions
Pennsylvania
$132K +$125K +1,255 New
RIM
387
Rampart Investment Management
Connecticut
$127K +$4.79K +48 +4%
SFS
388
Sowell Financial Services
Arkansas
$120K -$160K -1,607 -59%
Bessemer Group
389
Bessemer Group
New Jersey
$117K – – –
PAM
390
Paradigm Asset Management
New York
$111K – – –
HPC
391
HM Payson & Co
Maine
$107K – – –
WB
392
Webster Bank
Connecticut
$104K +$98.7K +990 New
LS
393
Livforsakringsbolaget Skandia
Sweden
$100K – – –
ECM
394
Estabrook Capital Management
New York
$94.7K – – –
SBL
395
Sargent Bickham Lagudis
Colorado
$84K +$199 +2 +0.3%
QCG
396
Quadrant Capital Group
Ohio
$82K +$11.7K +117 +17%
LWCFA
397
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$79K – – –
Fifth Third Bancorp
398
Fifth Third Bancorp
Ohio
$67K +$2.19K +22 +4%
Northwestern Mutual Wealth Management
399
Northwestern Mutual Wealth Management
Wisconsin
$64K +$4.49K +45 +8%
FCB
400
First Command Bank
Texas
$59K – – –
14 15
16
17 18

GL Hedge Fund Activity: Q4 2019 in Review

472 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2019, worth a combined $8.47B — up 7.9% from $7.85B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new GL positions and 36 closed out — a net gain of 28 holders — while 139 added to existing stakes and 166 trimmed.

The largest buyer was Regions Financial Corp, opening a new position worth an estimated $172M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $152M sold.

  • 472 institutional investors held Globe Life (GL) as of Q4 2019, up from 455 in Q3 2019.
  • Funds reported $8.47B of Globe Life stock for Q4 2019, up 7.9% quarter-over-quarter.
  • 64 funds opened new Globe Life positions in Q4 2019 and 36 closed out, a net change of +28 holders.
  • The largest Globe Life buyer in Q4 2019 was Regions Financial Corp, an estimated $172M added.
  • The largest Globe Life seller in Q4 2019 was Acadian Asset Management, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2019.