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Globe Life

472 hedge funds and large institutions have $8.47B invested in Globe Life in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 139 increasing their positions, 166 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $9.42M | Put options by funds: $2.44M

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

8% more capital invested

Capital invested by funds: $7.85B → $8.47B (+$620M)

4% more funds holding

Funds holding: 455472 (+17)

0.76% less ownership

Funds ownership: 75.46%74.69% (-0.76%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 166

Holders
472
Holders Change
+17
Holders Change %
+3.74%
% of All Funds
9.3%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
64
Increased
139
Reduced
166
Closed
36
Calls
$9.42M
Puts
$2.44M
Net Calls
+$6.98M
Net Calls Change
+$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
401
First Command Financial Services
Texas
$59K
CIA
402
CSat Investment Advisory
Michigan
$56K +$698 +7 +1%
TPCW
403
TD Private Client Wealth
New York
$52.6K +$49.8K +500 New
SPIA
404
Steward Partners Investment Advisory
New York
$52K +$15K +150 +43%
AF
405
Advisornet Financial
Minnesota
$51K
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$44K
OSAM
407
O'Shaughnessy Asset Management
Connecticut
$44K +$41.6K +417 New
CT
408
Caldwell Trust
Florida
$40.9K +$38.8K +389 New
FCA
409
FinTrust Capital Advisors
South Carolina
$39K
SSB
410
Sandy Spring Bank
Maryland
$39K
AWM
411
Atticus Wealth Management
Florida
$39K +$37.4K +375 New
CTC
412
Central Trust Company
Missouri
$32K
AIM
413
Anchor Investment Management
South Carolina
$31.6K +$24.9K +250 +500%
PCG
414
Private Capital Group
Connecticut
$31K -$6.98K -70 -19%
GLI
415
Guardian Life Insurance
New York
$31K
VEA
416
Virtus ETF Advisers
New York
$30K -$6.68K -67 -19%
ASN
417
Advisory Services Network
Georgia
$28K +$2.19K +22 +9%
RCA
418
Ranch Capital Advisors
Florida
$28K +$26.2K +263 New
WT
419
Whittier Trust
California
$25K
Lazard Asset Management
420
Lazard Asset Management
New York
$24K -$534K -5,353 -96%
ZB
421
Zions Bancorporation
Utah
$24K -$2.49K -25 -10%
JCM
422
Jacobi Capital Management
Pennsylvania
$24K
CFG
423
Citizens Financial Group
Rhode Island
$23K +$9.87K +99 +88%
GDP
424
Great Diamond Partners
Maine
$23K +$22.4K +225 New
AssetMark Inc
425
AssetMark Inc
California
$16K -$14.7M -146,983 -100%

GL Hedge Fund Activity: Q4 2019 in Review

472 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2019, worth a combined $8.47B — up 7.9% from $7.85B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new GL positions and 36 closed out — a net gain of 28 holders — while 139 added to existing stakes and 166 trimmed.

The largest buyer was Regions Financial Corp, opening a new position worth an estimated $172M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $152M sold.

  • 472 institutional investors held Globe Life (GL) as of Q4 2019, up from 455 in Q3 2019.
  • Funds reported $8.47B of Globe Life stock for Q4 2019, up 7.9% quarter-over-quarter.
  • 64 funds opened new Globe Life positions in Q4 2019 and 36 closed out, a net change of +28 holders.
  • The largest Globe Life buyer in Q4 2019 was Regions Financial Corp, an estimated $172M added.
  • The largest Globe Life seller in Q4 2019 was Acadian Asset Management, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2019.