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Globe Life

479 hedge funds and large institutions have $7.9B invested in Globe Life in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 152 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 36

4% more funds holding

Funds holding: 461479 (+18)

1.39% more ownership

Funds ownership: 80.86%82.25% (+1.4%)

2% more capital invested

Capital invested by funds: $7.77B → $7.9B (+$126M)

1% less call options, than puts

Call options by funds: $6.04M | Put options by funds: $6.08M

8% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 165

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
479
Holders Change
+18
Holders Change %
+3.9%
% of All Funds
8.25%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
59
Increased
152
Reduced
165
Closed
36
Calls
$6.04M
Puts
$6.08M
Net Calls
-$37K
Net Calls Change
+$122K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$92K +$2.51K +25 +3%
AWM
402
Ameliora Wealth Management
Switzerland
$84K +$79.3K +790 New
PRO
403
Pensioenfonds Rail & OV
Netherlands
$83.2K -$114K -1,140 -0.1%
EWM
404
Evermay Wealth Management
Virginia
$67K
CTC
405
Central Trust Company
Missouri
$66K
SIM
406
Sentry Investment Management
Wisconsin
$57K
National Bank of Canada
407
National Bank of Canada
Quebec, Canada
$56K -$3.85M -38,399 -99%
FCB
408
First Command Bank
Texas
$56K
FCFS
409
First Command Financial Services
Texas
$56K
PA
410
Parallel Advisors
California
$56K +$12.4K +124 +28%
WB
411
Webster Bank
Connecticut
$54K
SPIA
412
Steward Partners Investment Advisory
New York
$51K -$1.1K -11 -2%
SBL
413
Sargent Bickham Lagudis
Colorado
$50K -$4.41K -44 -8%
WTA
414
Washington Trust Advisors
Massachusetts
$49K
FHA
415
First Horizon Advisors
Tennessee
$48K -$2.31K -23 -5%
WT
416
Whittier Trust
California
$47K -$6.52K -65 -12%
DMBA
417
Deseret Mutual Benefit Administrators
Utah
$45K -$8.53K -85 -16%
MA
418
Montag & Associates
Georgia
$45K
EI
419
Ellevest Inc
New York
$45K +$11.9K +119 +36%
FF
420
FourThought Financial
Florida
$38K -$2.91K -29 -7%
HWA
421
HHM Wealth Advisors
Tennessee
$37K
LS
422
Livforsakringsbolaget Skandia
Sweden
$35K -$100K -1,000 -74%
SC
423
SouthState Corp
Florida
$34K
HIA
424
Harbor Investment Advisory
Maryland
$31K
DAC
425
Dividend Assets Capital
South Carolina
$25K

GL Hedge Fund Activity: Q3 2022 in Review

479 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2022, worth a combined $7.9B — up 1.6% from $7.77B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new GL positions and 36 closed out — a net gain of 23 holders — while 152 added to existing stakes and 165 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $99M. The largest seller was Wellington Management Group, cutting an estimated $85.7M.

  • 479 institutional investors held Globe Life (GL) as of Q3 2022, up from 461 in Q2 2022.
  • Funds reported $7.9B of Globe Life stock for Q3 2022, up 1.6% quarter-over-quarter.
  • 59 funds opened new Globe Life positions in Q3 2022 and 36 closed out, a net change of +23 holders.
  • The largest Globe Life buyer in Q3 2022 was JP Morgan Chase, an estimated $99M added.
  • The largest Globe Life seller in Q3 2022 was Wellington Management Group, an estimated $85.7M sold.

Based on aggregated 13F filings for Q3 2022.