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Globe Life

566 hedge funds and large institutions have $7.78B invested in Globe Life in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 173 increasing their positions, 200 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 48

8% more funds holding

Funds holding: 525566 (+41)

7% more capital invested

Capital invested by funds: $7.25B → $7.78B (+$534M)

6.56% more ownership

Funds ownership: 76.56%83.12% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

14% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 200

16% less call options, than puts

Call options by funds: $91.3M | Put options by funds: $108M

Holders
566
Holders Change
+41
Holders Change %
+7.81%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
96
Increased
173
Reduced
200
Closed
48
Calls
$91.3M
Puts
$108M
Net Calls
-$16.9M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ML
376
McAdam LLC
Pennsylvania
$321K -$108 -1 -0%
BP
377
Ballentine Partners
Massachusetts
$313K +$13.1K +121 +5%
WWM
378
Western Wealth Management
Colorado
$308K +$298K +2,763 New
EAM
379
Erste Asset Management
Austria
$307K +$10.8K +100 +4%
William Blair & Company
380
William Blair & Company
Illinois
$305K +$108 +1 +0%
FHB
381
First Hawaiian Bank
Hawaii
$303K
SAM
382
Smartleaf Asset Management
Massachusetts
$301K -$200K -1,857 -40%
Walleye Capital
383
Walleye Capital
New York
$300K -$2.17M -20,111 -88%
NWWA
384
New Wave Wealth Advisors
Arkansas
$299K -$1.73K -16 -0.6%
NMIMC
385
Northwestern Mutual Investment Management Company
Wisconsin
$297K -$19.4K -180 -6%
FFM
386
Forum Financial Management
Illinois
$296K +$216 +2 +0.1%
CPC
387
Consolidated Planning Corp
Georgia
$296K +$286K +2,650 New
VSQM
388
V-Square Quantitative Management
Illinois
$282K -$4.64K -43 -2%
BNP Paribas Asset Management
389
BNP Paribas Asset Management
France
$277K -$169K -1,562 -39%
ECG
390
Edge Capital Group
Georgia
$277K -$161K -1,488 -65%
HAG
391
HighPoint Advisor Group
Illinois
$276K +$9.39K +87 +4%
AG
392
AIA Group
Hong Kong
$271K +$263K +2,434 New
Osaic Holdings
393
Osaic Holdings
Arizona
$271K +$88.2K +817 +51%
PIM
394
Penobscot Investment Management
Massachusetts
$270K -$1.62K -15 -0.6%
CCWM
395
Cassaday & Co Wealth Management
Virginia
$268K
PCM
396
Prelude Capital Management
New York
$267K +$259K +2,398 New
SAM
397
Shell Asset Management
Netherlands
$265K
WF
398
Welch & Forbes
Massachusetts
$265K
HNB
399
Huntington National Bank
Ohio
$264K -$3.35K -31 -1%
WMWM
400
Wilkins Miller Wealth Management
Alabama
$261K +$252K +2,340 New

GL Hedge Fund Activity: Q4 2024 in Review

566 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2024, worth a combined $7.78B — up 7.4% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new GL positions and 48 closed out — a net gain of 48 holders — while 173 added to existing stakes and 200 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $50.7M. The largest seller was UBS AM, cutting an estimated $122M.

  • 566 institutional investors held Globe Life (GL) as of Q4 2024, up from 525 in Q3 2024.
  • Funds reported $7.78B of Globe Life stock for Q4 2024, up 7.4% quarter-over-quarter.
  • 96 funds opened new Globe Life positions in Q4 2024 and 48 closed out, a net change of +48 holders.
  • The largest Globe Life buyer in Q4 2024 was Swedbank, an estimated $50.7M added.
  • The largest Globe Life seller in Q4 2024 was UBS AM, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2024.