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Globe Life
GL

431 hedge funds and large institutions have $6.42B invested in Globe Life in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 161 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 23

17% more capital invested

Capital invested by funds: $5.5B → $6.42B (+$913M)

8% more funds holding

Funds holding: 399 → 431 (+32)

0.67% more ownership

Funds ownership: 72.69% → 73.35% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

12% less call options, than puts

Call options by funds: $4.02M | Put options by funds: $4.59M

20% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 161

Holders
431
Holders Change
+32
Holders Change %
+8.02%
% of All Funds
10.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
63
Increased
129
Reduced
161
Closed
23
Calls
$4.02M
Puts
$4.59M
Net Calls
-$566K
Net Calls Change
-$3.32M

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
+$33.4M
2
State Street
State Street
Massachusetts
+$29M
3
CS
Credit Suisse
Switzerland
+$23M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$21.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$14.2M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$43.9M
2
NIPH
NN Investment Partners Holdings
Netherlands
-$39.4M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$34.1M
4
GL
Globe Life
Texas
-$27.4M
5
Invesco
Invesco
Georgia
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
426
Farmers & Merchants Investments Inc
Nebraska
$1K – – –
YWP
427
YorkBridge Wealth Partners
New York
$1K +$1.1K +16 New
LS
428
Livforsakringsbolaget Skandia
Sweden
$660 -$2.69M -39,253 -81%
SLF
429
Sun Life Financial
Ontario, Canada
$59 +$274 +4 New
GL
430
Globe Life
Texas
– -$27.4M -428,250 Closed
MTB
431
Mizuho Trust & Banking
Japan
– -$11.8M -185,033 Closed
CC
432
Carlson Capital
Texas
– -$7.28M -113,900 Closed
LCM
433
Lomas Capital Management
New York
– -$3.53M -55,299 Closed
DL
434
Delta Lloyd
Netherlands
– -$943K -14,754 Closed
GCP
435
GSA Capital Partners
United Kingdom
– -$688K -10,767 Closed
QT
436
Quantbot Technologies
New York
– -$669K -10,480 Closed
DTL
437
Dynamic Technology Lab
Singapore
– -$658K -10,295 Closed
MBTD
438
Mechanics Bank - Trust Department
California
– -$264K -10,000 Closed
BRA
439
Blue Rock Advisors
Minnesota
– -$551K -8,624 Closed
FMT
440
First Mercantile Trust
Tennessee
– -$351K -5,500 Closed
DC
441
Deere & Company
Illinois
– -$335K -5,245 Closed
QSS
442
Quantitative Systematic Strategies
Florida
– -$299K -4,713 Closed
KAM
443
Keeley Asset Management
Illinois
– -$257K -4,019 Closed
SWP
444
Stratos Wealth Partners
Ohio
– -$248K -3,885 Closed
HCM
445
Highbridge Capital Management
New York
– -$231K -3,604 Closed
CA
446
Cornerstone Advisors
North Carolina
– -$204K -3,200 Closed
JFA
447
JNBA Financial Advisors
Minnesota
– -$75K -1,167 Closed
S
448
SignatureFD
Georgia
– -$75K -1,167 Closed
TF
449
Tompkins Financial
New York
– -$35K -552 Closed
IR
450
Invictus RG
Bermuda
– -$35K -548 Closed
15 16 17
18
19

GL Hedge Fund Activity: Q4 2016 in Review

431 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2016, worth a combined $6.42B — up 17% from $5.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new GL positions and 23 closed out — a net gain of 40 holders — while 129 added to existing stakes and 161 trimmed.

The largest buyer was abrdn Investment Management, adding an estimated $33.4M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $43.9M.

  • 431 institutional investors held Globe Life (GL) as of Q4 2016, up from 399 in Q3 2016.
  • Funds reported $6.42B of Globe Life stock for Q4 2016, up 17% quarter-over-quarter.
  • 63 funds opened new Globe Life positions in Q4 2016 and 23 closed out, a net change of +40 holders.
  • The largest Globe Life buyer in Q4 2016 was abrdn Investment Management, an estimated $33.4M added.
  • The largest Globe Life seller in Q4 2016 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2016.