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Globe Life
GL

486 hedge funds and large institutions have $8.05B invested in Globe Life in 2022 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 172 increasing their positions, 153 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 33

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

15% more capital invested

Capital invested by funds: $7.03B → $8.05B (+$1.02B)

12% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 153

6.6% more ownership

Funds ownership: 74.5% → 81.1% (+6.6%)

5% more funds holding

Funds holding: 462 → 486 (+24)

14% less call options, than puts

Call options by funds: $4.64M | Put options by funds: $5.38M

Holders
486
Holders Change
+24
Holders Change %
+5.19%
% of All Funds
7.67%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
64
Increased
172
Reduced
153
Closed
33
Calls
$4.64M
Puts
$5.38M
Net Calls
-$740K
Net Calls Change
+$3.81M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$200M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$178M
3
Invesco
Invesco
Georgia
+$51.5M
4
PCM
Parsifal Capital Management
Connecticut
+$44.2M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$26.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$30.1M
2
Millennium Management
Millennium Management
New York
-$25.6M
3
APG Asset Management
APG Asset Management
Netherlands
-$14.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$12.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
376
Glassman Wealth Services
Virginia
$214K +$203 +2 +0.1%
CL
377
CPWM LLC
Washington
$209K +$211K +2,080 New
MYAM
378
Meiji Yasuda Asset Management
Japan
$206K -$125K -1,237 -38%
VIA
379
Vident Investment Advisory
Georgia
$205K +$207K +2,041 New
Los Angeles Capital Management
380
Los Angeles Capital Management
California
$200K +$202K +1,991 New
SWM
381
Spire Wealth Management
Virginia
$196K -$710 -7 -0.4%
SSB
382
Sandy Spring Bank
Maryland
$158K – – –
IA
383
IndexIQ Advisors
New York
$154K -$3.75K -37 -2%
VI
384
Vestcor Inc
New Brunswick, Canada
$153K +$33K +325 +27%
PAG
385
Paladin Advisory Group
Iowa
$152K +$154K +1,518 New
SWA
386
Sutton Wealth Advisors
Florida
$151K +$710 +7 +0.5%
S
387
SignatureFD
Georgia
$132K +$7.4K +73 +6%
ACM
388
Aquatic Capital Management
Illinois
$131K +$122K +1,200 +1,200%
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$129K +$23.5K +232 +22%
Bessemer Group
390
Bessemer Group
New Jersey
$125K +$11.9K +117 +10%
AIP
391
Ameritas Investment Partners
Nebraska
$123K -$17.7K -175 -12%
Swedbank
392
Swedbank
Sweden
$117K – – –
PFBT
393
Parkside Financial Bank & Trust
Missouri
$109K -$13.6K -134 -11%
SAM
394
Shell Asset Management
Netherlands
$109K +$46.9K +463 +75%
HPC
395
HM Payson & Co
Maine
$102K – – –
WA
396
WestEnd Advisors
North Carolina
$100K -$101 -1 Closed
Acadian Asset Management
397
Acadian Asset Management
Massachusetts
$95K – – –
ECM
398
Estabrook Capital Management
New York
$93.9K – – –
LAS
399
Lloyd Advisory Services
Georgia
$90K +$90.4K +892 New
SIM
400
Sentry Investment Management
Wisconsin
$69K -$11.7K -115 -14%
14 15
16
17 18

GL Hedge Fund Activity: Q1 2022 in Review

486 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q1 2022, worth a combined $8.05B — up 15% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new GL positions and 33 closed out — a net gain of 31 holders — while 172 added to existing stakes and 153 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $200M. The largest seller was Citadel Advisors, cutting an estimated $30.1M.

  • 486 institutional investors held Globe Life (GL) as of Q1 2022, up from 462 in Q4 2021.
  • Funds reported $8.05B of Globe Life stock for Q1 2022, up 15% quarter-over-quarter.
  • 64 funds opened new Globe Life positions in Q1 2022 and 33 closed out, a net change of +31 holders.
  • The largest Globe Life buyer in Q1 2022 was Wellington Management Group, an estimated $200M added.
  • The largest Globe Life seller in Q1 2022 was Citadel Advisors, an estimated $30.1M sold.

Based on aggregated 13F filings for Q1 2022.