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Globe Life

460 hedge funds and large institutions have $6.74B invested in Globe Life in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 140 increasing their positions, 171 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% more ownership

Funds ownership: 74.31%74.61% (+0.31%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 41

1% less funds holding

Funds holding: 467460 (-7)

7% less capital invested

Capital invested by funds: $7.26B → $6.74B (-$528M)

18% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 171

28% less call options, than puts

Call options by funds: $9.86M | Put options by funds: $13.7M

Holders
460
Holders Change
-7
Holders Change %
-1.5%
% of All Funds
8.05%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
37
Increased
140
Reduced
171
Closed
41
Calls
$9.86M
Puts
$13.7M
Net Calls
-$3.79M
Net Calls Change
-$4.33M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
401
Harbor Investment Advisory
Maryland
$27K
BCA
402
Berman Capital Advisors
Georgia
$24K
GKWIM
403
Gerber Kawasaki Wealth & Investment Management
California
$24K +$26.2K +280 New
QCG
404
Quadrant Capital Group
Ohio
$23K -$13.6K -146 -36%
HI
405
Harbour Investments
Wisconsin
$22K -$6.54K -70 -22%
DAC
406
Dividend Assets Capital
South Carolina
$22K
AIM
407
Achmea Investment Management
Netherlands
$21K +$22.1K +236 New
WT
408
Whittier Trust
California
$21K +$22.2K +238 New
CT
409
Caldwell Trust
Florida
$20.7K
IRAG
410
Investment Research & Advisory Group
Georgia
$20K +$21K +225 New
ZB
411
Zions Bancorporation
Utah
$18K -$467 -5 -2%
TPCW
412
TD Private Client Wealth
New York
$16.6K -$7.2K -77 -29%
EI
413
Ellevest Inc
New York
$16K -$93 -1 -0.5%
WT
414
Washington Trust
Rhode Island
$16K
AF
415
Allworth Financial
California
$13K +$13.5K +144 New
HWM
416
Holloway Wealth Management
Florida
$12K
RCA
417
Ranch Capital Advisors
Florida
$12K
FHA
418
First Horizon Advisors
Tennessee
$12K +$13.2K +141 +3,525%
JCM
419
Jacobi Capital Management
Pennsylvania
$11K
CFA
420
Cahill Financial Advisors
Minnesota
$11K +$11.9K +127 New
PFBT
421
Parkside Financial Bank & Trust
Missouri
$9K
PB
422
Pinnacle Bancorp
Nebraska
$9K
ST
423
Smithfield Trust
Pennsylvania
$9K
LC
424
Lindbrook Capital
California
$9K +$1.96K +21 +28%
BFEC
425
Benjamin F. Edwards & Company
Missouri
$9K +$9.35K +100 New

GL Hedge Fund Activity: Q3 2021 in Review

460 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2021, worth a combined $6.74B — down 7.3% from $7.26B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of GL and 37 opened new positions — a net loss of 4 holders — while 171 trimmed existing stakes and 140 added.

The largest buyer was Neuberger Berman Group, adding an estimated $33.1M. The largest seller was Janus Henderson Group, cutting an estimated $23.2M.

  • 460 institutional investors held Globe Life (GL) as of Q3 2021, down from 467 in Q2 2021.
  • Funds reported $6.74B of Globe Life stock for Q3 2021, down 7.3% quarter-over-quarter.
  • 37 funds opened new Globe Life positions in Q3 2021 and 41 closed out, a net change of -4 holders.
  • The largest Globe Life buyer in Q3 2021 was Neuberger Berman Group, an estimated $33.1M added.
  • The largest Globe Life seller in Q3 2021 was Janus Henderson Group, an estimated $23.2M sold.

Based on aggregated 13F filings for Q3 2021.