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Globe Life

502 hedge funds and large institutions have $6.09B invested in Globe Life in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 158 increasing their positions, 199 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $128M | Put options by funds: $108M

4.8% less ownership

Funds ownership: 84.96%80.17% (-4.8%)

16% less funds holding

Funds holding: 598502 (-96)

21% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 199

34% less capital invested

Capital invested by funds: $9.23B → $6.09B (-$3.15B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

54% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 162

Holders
502
Holders Change
-96
Holders Change %
-16.05%
% of All Funds
7.25%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
74
Increased
158
Reduced
199
Closed
162
Calls
$128M
Puts
$108M
Net Calls
+$19.6M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
376
Forum Financial Management
Illinois
$220K +$497 +6 +0.2%
NMIMC
377
Northwestern Mutual Investment Management Company
Wisconsin
$220K -$3.89K -47 -2%
QI
378
Qtron Investments
Massachusetts
$215K -$98.1K -1,184 -31%
DC
379
Davenport & Co
Virginia
$211K +$213K +2,569 New
FAFTFSNP
380
Fjarde AP-fonden (The Fourth Swedish National Pensionfund)
Sweden
$208K +$209K +2,526 New
BP
381
Ballentine Partners
Massachusetts
$205K +$60K +724 +41%
FTDI
382
First Trust Direct Indexing
Massachusetts
$203K -$58.6K -708 -22%
ZIC
383
ZWJ Investment Counsel
Georgia
$201K -$9.86K -119 -5%
RIM
384
Rakuten Investment Management
Japan
$199K +$3.65K +44 +2%
CB
385
CNB Bank
Pennsylvania
$185K
Acadian Asset Management
386
Acadian Asset Management
Massachusetts
$180K +$104K +1,257 +133%
IAIM
387
International Assets Investment Management
Florida
$179K +$180K +2,172 New
WFA
388
West Financial Advisors
Iowa
$165K +$166K +2,000 New
SWM
389
Spire Wealth Management
Virginia
$136K -$3.06K -37 -2%
Nomura Asset Management
390
Nomura Asset Management
Japan
$130K -$2.03M -24,483 -94%
SSB
391
Sandy Spring Bank
Maryland
$130K
LSA
392
Leonteq Securities AG
Switzerland
$128K -$83.7K -1,010 -39%
NA
393
NewEdge Advisors
Louisiana
$127K -$6.79K -82 -5%
PAG
394
Paladin Advisory Group
Iowa
$126K
IA
395
IFP Advisors
Florida
$121K -$40.2K -485 -25%
HI
396
Horizon Investments
North Carolina
$113K -$2.07K -25 -2%
SSG
397
Summit Securities Group
New York
$111K +$112K +1,350 New
Asset Management One
398
Asset Management One
Japan
$109K -$2.98M -35,980 -96%
JWM
399
Janiczek Wealth Management
Colorado
$105K +$103K +1,243 +3,359%
UB
400
UMB Bank
Missouri
$104K -$17.5K -211 -14%

GL Hedge Fund Activity: Q2 2024 in Review

502 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q2 2024, worth a combined $6.09B — down 34% from $9.23B a quarter earlier.

Sellers outnumbered buyers: 162 funds closed out of GL and 74 opened new positions — a net loss of 88 holders — while 199 trimmed existing stakes and 158 added.

The largest buyer was Invesco, adding an estimated $191M. The largest seller was Cooke & Bieler, exiting entirely with an estimated $252M sold.

  • 502 institutional investors held Globe Life (GL) as of Q2 2024, down from 598 in Q1 2024.
  • Funds reported $6.09B of Globe Life stock for Q2 2024, down 34% quarter-over-quarter.
  • 74 funds opened new Globe Life positions in Q2 2024 and 162 closed out, a net change of -88 holders.
  • The largest Globe Life buyer in Q2 2024 was Invesco, an estimated $191M added.
  • The largest Globe Life seller in Q2 2024 was Cooke & Bieler, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2024.