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Globe Life

444 hedge funds and large institutions have $6.49B invested in Globe Life in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 130 increasing their positions, 182 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

5% more funds holding

Funds holding: 423444 (+21)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $6.68B → $6.49B (-$192M)

1.18% less ownership

Funds ownership: 73.74%72.56% (-1.2%)

29% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 182

Holders
444
Holders Change
+21
Holders Change %
+4.96%
% of All Funds
11.07%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
46
Increased
130
Reduced
182
Closed
21
Calls
$4.74M
Puts
Net Calls
+$4.74M
Net Calls Change
+$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
401
First Command Financial Services
Texas
$43K
BTIS
402
BB&T Investment Services
North Carolina
$42K +$12.9K +170 +62%
OIA
403
OneDigital Investment Advisors
Kansas
$39K +$38.6K +507 New
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$34K
WB
405
Webster Bank
Connecticut
$34K
PA
406
Parallel Advisors
California
$32K
CTC
407
Central Trust Company
Missouri
$29K
EAM
408
Exane Asset Management
France
$25.3K +$25.2K +331 New
PCP
409
Proficio Capital Partners
Massachusetts
$23K -$760 -10 -3%
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$22K -$1.22K -16 -5%
GLI
411
Guardian Life Insurance
New York
$19K -$13.6K -179 -42%
JCM
412
Jacobi Capital Management
Pennsylvania
$18K
PCM
413
Prelude Capital Management
New York
$17K +$17.1K +225 New
GAM
414
Gemmer Asset Management
California
$16K
VCM
415
Versant Capital Management
Arizona
$14K
HIM
416
Hillsdale Investment Management
Ontario, Canada
$13K -$5.32K -70 -30%
National Pension Service
417
National Pension Service
South Korea
$13K -$3.88K -51 -23%
IA
418
IFP Advisors
Florida
$12K +$1.52K +20 +15%
IUHSA
419
Itau Unibanco Holding S.A.
Brazil
$11K -$760 -10 -7%
WPA
420
West Paces Advisors
Georgia
$9.72K
BWM
421
Baystate Wealth Management
Massachusetts
$9K
MLFP
422
MPS Loria Financial Planners
Illinois
$8K +$7.99K +105 New
SSB
423
Sandy Spring Bank
Maryland
$6K
PFBT
424
Parkside Financial Bank & Trust
Missouri
$6K +$4.94K +65 +500%
DVM
425
Dreman Value Management
Florida
$6K +$6.31K +83 New

GL Hedge Fund Activity: Q2 2017 in Review

444 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q2 2017, worth a combined $6.49B — down 2.9% from $6.68B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new GL positions and 21 closed out — a net gain of 25 holders — while 130 added to existing stakes and 182 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $191M. The largest seller was Wellington Management Group, cutting an estimated $113M.

  • 444 institutional investors held Globe Life (GL) as of Q2 2017, up from 423 in Q1 2017.
  • Funds reported $6.49B of Globe Life stock for Q2 2017, down 2.9% quarter-over-quarter.
  • 46 funds opened new Globe Life positions in Q2 2017 and 21 closed out, a net change of +25 holders.
  • The largest Globe Life buyer in Q2 2017 was Janus Henderson Group, an estimated $191M added.
  • The largest Globe Life seller in Q2 2017 was Wellington Management Group, an estimated $113M sold.

Based on aggregated 13F filings for Q2 2017.