We are live on ! Find out more
GL icon

Globe Life

483 hedge funds and large institutions have $7.12B invested in Globe Life in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

0.54% more ownership

Funds ownership: 73.82%74.36% (+0.54%)

0% more funds holding

Funds holding: 483483 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

8% less capital invested

Capital invested by funds: $7.73B → $7.12B (-$606M)

23% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 188

56% less call options, than puts

Call options by funds: $5.43M | Put options by funds: $12.3M

Holders
483
Holders Change
Holders Change %
0%
% of All Funds
11.07%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
55
Increased
145
Reduced
188
Closed
47
Calls
$5.43M
Puts
$12.3M
Net Calls
-$6.82M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TAM
426
Tiverton Asset Management
Delaware
$28K -$47.4K -542 -61%
PCP
427
Proficio Capital Partners
Massachusetts
$28K +$3.85K +44 +15%
PA
428
Parallel Advisors
California
$27K -$6.21K -71 -18%
VEA
429
Virtus ETF Advisers
New York
$25K
Financial Engines Advisors
430
Financial Engines Advisors
California
$24K -$87 -1 -0.4%
MOS
431
MGO One Seven
Ohio
$23K
GLI
432
Guardian Life Insurance
New York
$21K -$9.01K -103 -29%
Bessemer Group
433
Bessemer Group
New Jersey
$21K
ASN
434
Advisory Services Network
Georgia
$21K +$2.19K +25 +11%
Fifth Third Bancorp
435
Fifth Third Bancorp
Ohio
$20K +$9.88K +113 +90%
GAM
436
Gemmer Asset Management
California
$18K
JCM
437
Jacobi Capital Management
Pennsylvania
$18K
AS
438
Altshuler Shaham
Israel
$17K -$1.31K -15 -7%
Northwestern Mutual Wealth Management
439
Northwestern Mutual Wealth Management
Wisconsin
$16K -$9.88K -113 -38%
VCM
440
Versant Capital Management
Arizona
$14K -$1.14K -13 -7%
DCM
441
Dupont Capital Management
Delaware
$14K +$14.2K +162 New
SWM
442
SeaCrest Wealth Management
New York
$13K -$17.8K -204 -58%
BWM
443
Baystate Wealth Management
Massachusetts
$11K
SFSIG
444
San Francisco Sentry Investment Group
California
$11K +$2.19K +25 +24%
WPA
445
West Paces Advisors
Georgia
$9.18K
BL
446
Balentine LLC
Georgia
$9K -$96.2K -1,100 -91%
KA
447
Kaizen Advisory
Illinois
$9K
WWMSC
448
Wagner Wealth Management (South Carolina)
South Carolina
$9K
WTC
449
WhitTier Trust Company
Nevada
$9K
DZ Bank
450
DZ Bank
Germany
$9K +$9.53K +109 New

GL Hedge Fund Activity: Q1 2018 in Review

483 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q1 2018, worth a combined $7.12B — down 7.8% from $7.73B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new GL positions and 47 closed out — a net gain of 8 holders — while 145 added to existing stakes and 188 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $40.9M. The largest seller was NN Investment Partners Holdings, cutting an estimated $95.2M.

  • 483 institutional investors held Globe Life (GL) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $7.12B of Globe Life stock for Q1 2018, down 7.8% quarter-over-quarter.
  • 55 funds opened new Globe Life positions in Q1 2018 and 47 closed out, a net change of +8 holders.
  • The largest Globe Life buyer in Q1 2018 was Acadian Asset Management, an estimated $40.9M added.
  • The largest Globe Life seller in Q1 2018 was NN Investment Partners Holdings, an estimated $95.2M sold.

Based on aggregated 13F filings for Q1 2018.