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Globe Life

542 hedge funds and large institutions have $8.28B invested in Globe Life in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 174 increasing their positions, 187 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $3.41M | Put options by funds: $1.7M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

0% more funds holding

Funds holding: 541542 (+1)

0.29% less ownership

Funds ownership: 80.54%80.25% (-0.29%)

2% less capital invested

Capital invested by funds: $8.42B → $8.28B (-$137M)

7% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 187

Holders
542
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
57
Increased
174
Reduced
187
Closed
52
Calls
$3.41M
Puts
$1.7M
Net Calls
+$1.72M
Net Calls Change
-$760K
Name Holding Trade Value Shares
Change
Change in
Stake
BL
401
Balentine LLC
Georgia
$285K -$139K -1,243 -32%
IFU
402
iSAM Funds (UK)
United Kingdom
$283K -$198K -1,771 -40%
HNB
403
Huntington National Bank
Ohio
$282K +$2.9K +26 +1%
RJT
404
Raymond James Trust
Florida
$279K -$17.6K -158 -6%
FA
405
FDx Advisors
Illinois
$277K -$18.1K -162 -6%
PI
406
PEAK6 Investments
Illinois
$274K +$281K +2,516 New
PTC
407
Petrus Trust Company
Texas
$269K +$277K +2,477 New
ZIC
408
ZWJ Investment Counsel
Georgia
$267K
PWM
409
Perigon Wealth Management
California
$264K +$1.9K +17 +0.7%
BFA
410
Bragg Financial Advisors
North Carolina
$260K -$2.01K -18 -0.7%
WF
411
Welch & Forbes
Massachusetts
$258K
Walleye Capital
412
Walleye Capital
New York
$255K +$262K +2,346 New
GCP
413
GSA Capital Partners
United Kingdom
$252K -$61K -546 -19%
CB
414
CNB Bank
Pennsylvania
$245K
YL
415
YCG LLC
Texas
$245K
IA
416
IFP Advisors
Florida
$244K
EWA
417
EP Wealth Advisors
California
$243K -$1.87M -16,715 -88%
KI
418
Kapitalo Investimentos
Brazil
$242K +$40.5K +363 +20%
IC
419
IEQ Capital
California
$241K +$247K +2,215 New
Vontobel Holding
420
Vontobel Holding
Switzerland
$241K -$9.49K -85 -4%
CI
421
CX Institutional
Indiana
$240K -$558 -5 -0.2%
PAS
422
Park Avenue Securities
New York
$239K +$246K +2,201 New
NFP
423
Narus Financial Partners
Utah
$232K +$18.6K +167 +8%
SFA
424
Sequoia Financial Advisors
Ohio
$230K +$11.1K +99 +5%
AA
425
AlphaCentric Advisors
Puerto Rico
$226K -$8.6K -77 -4%

GL Hedge Fund Activity: Q3 2023 in Review

542 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2023, worth a combined $8.28B — down 1.6% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GL positions and 52 closed out — a net gain of 5 holders — while 174 added to existing stakes and 187 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $30.5M. The largest seller was Berkshire Hathaway, cutting an estimated $188M.

  • 542 institutional investors held Globe Life (GL) as of Q3 2023, up from 541 in Q2 2023.
  • Funds reported $8.28B of Globe Life stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 57 funds opened new Globe Life positions in Q3 2023 and 52 closed out, a net change of +5 holders.
  • The largest Globe Life buyer in Q3 2023 was Qube Research & Technologies (QRT), an estimated $30.5M added.
  • The largest Globe Life seller in Q3 2023 was Berkshire Hathaway, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2023.