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Globe Life

502 hedge funds and large institutions have $6.09B invested in Globe Life in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 158 increasing their positions, 199 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $128M | Put options by funds: $108M

4.8% less ownership

Funds ownership: 84.96%80.17% (-4.8%)

16% less funds holding

Funds holding: 598502 (-96)

21% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 199

34% less capital invested

Capital invested by funds: $9.23B → $6.09B (-$3.15B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

54% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 162

Holders
502
Holders Change
-96
Holders Change %
-16.05%
% of All Funds
7.25%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
74
Increased
158
Reduced
199
Closed
162
Calls
$128M
Puts
$108M
Net Calls
+$19.6M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
BTC
401
Bank & Trust Company
Illinois
$99.8K +$100K +1,213 New
BTI
402
Blue Trust Inc
Georgia
$90.3K +$45.9K +554 +250%
BSB
403
Bangor Savings Bank
Maine
$81.6K
AIP
404
Ameritas Investment Partners
Nebraska
$78.3K
HPC
405
HM Payson & Co
Maine
$69.4K -$71.7K -866 -51%
QL
406
Quarry LP
New York
$69K +$22.4K +270 +48%
BGAI
407
Bruce G. Allen Investments
Colorado
$66.3K +$16.6K +201 +33%
EWM
408
Evermay Wealth Management
Virginia
$55.5K
GRP
409
Global Retirement Partners
California
$55.1K +$41.3K +498 +290%
PA
410
Parallel Advisors
California
$54K -$103K -1,239 -65%
TFF
411
The Family Firm
Maryland
$53.6K +$54K +652 New
LI
412
LRI Investments
Florida
$51K +$46.1K +557 +898%
AF
413
Allworth Financial
California
$50.2K +$20K +242 +74%
BFEC
414
Benjamin F. Edwards & Company
Missouri
$50K +$23.3K +281 +88%
ECM
415
Estabrook Capital Management
New York
$49.4K -$2.73K -33 -5%
CFM
416
Catalyst Funds Management
Australia
$49.4K +$49.7K +600 New
AAP
417
Arax Advisory Partners
Colorado
$47.5K +$47.8K +577 New
AGWCA
418
Annis Gardner Whiting Capital Advisors
Florida
$46.7K -$7.21K -87 -13%
FCAS
419
First Command Advisory Services
Texas
$46.2K
Lazard Asset Management
420
Lazard Asset Management
New York
$45K -$29.1M -351,664 -100%
QCG
421
Quadrant Capital Group
Ohio
$42.1K +$20.4K +246 +92%
EWP
422
Elevation Wealth Partners
California
$41.2K +$83 +1 +0.2%
LC
423
Lindbrook Capital
California
$40.1K +$24.9K +300 +160%
WT
424
Whittier Trust
California
$38.9K
MA
425
Montag & Associates
Georgia
$37K

GL Hedge Fund Activity: Q2 2024 in Review

502 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q2 2024, worth a combined $6.09B — down 34% from $9.23B a quarter earlier.

Sellers outnumbered buyers: 162 funds closed out of GL and 74 opened new positions — a net loss of 88 holders — while 199 trimmed existing stakes and 158 added.

The largest buyer was Invesco, adding an estimated $191M. The largest seller was Cooke & Bieler, exiting entirely with an estimated $252M sold.

  • 502 institutional investors held Globe Life (GL) as of Q2 2024, down from 598 in Q1 2024.
  • Funds reported $6.09B of Globe Life stock for Q2 2024, down 34% quarter-over-quarter.
  • 74 funds opened new Globe Life positions in Q2 2024 and 162 closed out, a net change of -88 holders.
  • The largest Globe Life buyer in Q2 2024 was Invesco, an estimated $191M added.
  • The largest Globe Life seller in Q2 2024 was Cooke & Bieler, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2024.