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Globe Life

525 hedge funds and large institutions have $7.25B invested in Globe Life in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 184 increasing their positions, 180 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

49% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 53

19% more capital invested

Capital invested by funds: $6.09B → $7.25B (+$1.16B)

5% more funds holding

Funds holding: 502525 (+23)

2% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 180

3% less call options, than puts

Call options by funds: $88.4M | Put options by funds: $91M

3.61% less ownership

Funds ownership: 80.17%76.56% (-3.6%)

Holders
525
Holders Change
+23
Holders Change %
+4.58%
% of All Funds
7.54%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
79
Increased
184
Reduced
180
Closed
53
Calls
$88.4M
Puts
$91M
Net Calls
-$2.6M
Net Calls Change
-$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
376
Lido Advisors
California
$257K +$232K +2,422 New
Squarepoint
377
Squarepoint
New York
$256K -$3.3M -34,462 -93%
HNB
378
Huntington National Bank
Ohio
$254K -$53.9K -562 -19%
CCWM
379
Cassaday & Co Wealth Management
Virginia
$254K +$230K +2,400 New
BFA
380
Bragg Financial Advisors
North Carolina
$253K +$229K +2,393 New
SAM
381
Shell Asset Management
Netherlands
$252K +$228K +2,377 New
WF
382
Welch & Forbes
Massachusetts
$252K +$228K +2,375 New
ETC
383
Exchange Traded Concepts
Oklahoma
$247K +$224K +2,334 New
ECG
384
Edge Capital Group
Georgia
$243K +$220K +2,293 New
AAIS
385
ABN AMRO Investment Solutions
$241K +$218K +2,275 New
GS
386
GTS Securities
New York
$239K +$217K +2,261 New
MFS
387
McNamara Financial Services
Massachusetts
$238K +$216K +2,251 New
CB
388
CNB Bank
Pennsylvania
$238K
AFCM
389
Applied Finance Capital Management
Puerto Rico
$237K +$214K +2,235 New
PWPS
390
Pinnacle Wealth Planning Services
Ohio
$234K +$211K +2,205 New
DG
391
DMC Group
Alabama
$233K +$211K +2,201 New
HAG
392
HighPoint Advisor Group
Illinois
$227K +$209K +2,184 New
HWM
393
HB Wealth Management
Georgia
$219K +$198K +2,070 New
DM
394
Deerfield Management
New York
$218K -$289K -3,013 -59%
WFA
395
West Financial Advisors
Iowa
$212K
CCA
396
Cobblestone Capital Advisors
New York
$212K +$192K +2,000 New
DCM
397
DGS Capital Management
New Jersey
$212K +$191K +1,997 New
KAM
398
Knightsbridge Asset Management
California
$208K +$189K +1,967 New
Nomura Asset Management
399
Nomura Asset Management
Japan
$208K +$37.2K +388 +25%
Asset Management One
400
Asset Management One
Japan
$187K +$42.4K +442 +33%

GL Hedge Fund Activity: Q3 2024 in Review

525 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2024, worth a combined $7.25B — up 19% from $6.09B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new GL positions and 53 closed out — a net gain of 26 holders — while 184 added to existing stakes and 180 trimmed.

The largest buyer was Nuance Investments, adding an estimated $66.5M. The largest seller was Wellington Management Group, cutting an estimated $111M.

  • 525 institutional investors held Globe Life (GL) as of Q3 2024, up from 502 in Q2 2024.
  • Funds reported $7.25B of Globe Life stock for Q3 2024, up 19% quarter-over-quarter.
  • 79 funds opened new Globe Life positions in Q3 2024 and 53 closed out, a net change of +26 holders.
  • The largest Globe Life buyer in Q3 2024 was Nuance Investments, an estimated $66.5M added.
  • The largest Globe Life seller in Q3 2024 was Wellington Management Group, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2024.