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Globe Life

479 hedge funds and large institutions have $7.9B invested in Globe Life in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 152 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 36

4% more funds holding

Funds holding: 461479 (+18)

1.39% more ownership

Funds ownership: 80.86%82.25% (+1.4%)

2% more capital invested

Capital invested by funds: $7.77B → $7.9B (+$126M)

1% less call options, than puts

Call options by funds: $6.04M | Put options by funds: $6.08M

8% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 165

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
479
Holders Change
+18
Holders Change %
+3.9%
% of All Funds
8.25%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
59
Increased
152
Reduced
165
Closed
36
Calls
$6.04M
Puts
$6.08M
Net Calls
-$37K
Net Calls Change
+$122K
Name Holding Trade Value Shares
Change
Change in
Stake
CI
376
CX Institutional
Indiana
$209K +$18.4K +183 +10%
FTDI
377
First Trust Direct Indexing
Massachusetts
$209K +$211K +2,100 New
AWM
378
Apollon Wealth Management
South Carolina
$208K -$90.7K -904 -30%
CL
379
CPWM LLC
Washington
$208K +$209K +2,082 New
MGP
380
Metis Global Partners
California
$205K +$206K +2,049 New
CW
381
Connectus Wealth
Ohio
$205K +$206K +2,050 New
SWM
382
Spire Wealth Management
Virginia
$195K -$1.6K -16 -0.8%
PI
383
PEAK6 Investments
Illinois
$161K +$162K +1,618 New
Bessemer Group
384
Bessemer Group
New Jersey
$160K -$7.22K -72 -4%
BCV
385
Banque Cantonale Vaudoise
Switzerland
$160K
SSB
386
Sandy Spring Bank
Maryland
$157K
SWA
387
Sutton Wealth Advisors
Florida
$149K
WFA
388
Wipfli Financial Advisors
Wisconsin
$138K +$139K +1,385 New
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$134K -$803 -8 -0.6%
S
390
Seeyond
France
$128K -$7.22K -72 -5%
S
391
SignatureFD
Georgia
$124K +$4.62K +46 +4%
PFBT
392
Parkside Financial Bank & Trust
Missouri
$123K +$9.43K +94 +8%
AIP
393
Ameritas Investment Partners
Nebraska
$122K
Swedbank
394
Swedbank
Sweden
$116K
FDCDDQ
395
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108K +$18.4K +183 +20%
ETC
396
Exchange Traded Concepts
Oklahoma
$104K +$105K +1,045 New
HPC
397
HM Payson & Co
Maine
$101K
BSB
398
Bangor Savings Bank
Maine
$99K
Acadian Asset Management
399
Acadian Asset Management
Massachusetts
$94K
ECM
400
Estabrook Capital Management
New York
$93K

GL Hedge Fund Activity: Q3 2022 in Review

479 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2022, worth a combined $7.9B — up 1.6% from $7.77B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new GL positions and 36 closed out — a net gain of 23 holders — while 152 added to existing stakes and 165 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $99M. The largest seller was Wellington Management Group, cutting an estimated $85.7M.

  • 479 institutional investors held Globe Life (GL) as of Q3 2022, up from 461 in Q2 2022.
  • Funds reported $7.9B of Globe Life stock for Q3 2022, up 1.6% quarter-over-quarter.
  • 59 funds opened new Globe Life positions in Q3 2022 and 36 closed out, a net change of +23 holders.
  • The largest Globe Life buyer in Q3 2022 was JP Morgan Chase, an estimated $99M added.
  • The largest Globe Life seller in Q3 2022 was Wellington Management Group, an estimated $85.7M sold.

Based on aggregated 13F filings for Q3 2022.