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Globe Life
GL

455 hedge funds and large institutions have $7.85B invested in Globe Life in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 147 increasing their positions, 164 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $3.27M | Put options by funds: $2.16M

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

6% more capital invested

Capital invested by funds: $7.39B → $7.85B (+$459M)

0% more ownership

Funds ownership: 75.46% → 75.46% (+0%)

7% less funds holding

Funds holding: 490 → 455 (-35)

10% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 164

46% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 74

Holders
455
Holders Change
-35
Holders Change %
-7.14%
% of All Funds
9.98%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
40
Increased
147
Reduced
164
Closed
74
Calls
$3.27M
Puts
$2.16M
Net Calls
+$1.11M
Net Calls Change
+$1.71M

Top Buyers

1
BlackRock
BlackRock
New York
+$90.5M
2
EVM
Eaton Vance Management
Massachusetts
+$44.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$38.6M
4
JP Morgan Chase
JP Morgan Chase
New York
+$32.8M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$23.5M

Top Sellers

1
RFC
Regions Financial Corp
Alabama
-$158M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$27.5M
3
Deutsche Bank
Deutsche Bank
Germany
-$19.2M
4
Barclays
Barclays
United Kingdom
-$18.9M
5
Millennium Management
Millennium Management
New York
-$16.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PRC
426
Pearl River Capital
Michigan
$10K +$9.08K +100 New
AIC
427
Archer Investment Corporation
Indiana
$8K – – –
SLF
428
Sun Life Financial
Ontario, Canada
$8K – – –
RCAG
429
Rehmann Capital Advisory Group
Michigan
$5.08K – – –
BL
430
Balentine LLC
Georgia
$5K – – –
TWA
431
TCI Wealth Advisors
Arizona
$5K – – –
WAP
432
Wealthcare Advisory Partners
Pennsylvania
$5K – – –
AIM
433
Anchor Investment Management
South Carolina
$4.79K +$4.54K +50 New
GWAG
434
Garrett Wealth Advisory Group
Texas
$4.79K +$4.54K +50 New
FCH
435
Freestone Capital Holdings
Washington
$4.47K -$1.03M -11,328 -20%
HIM
436
Hillsdale Investment Management
Ontario, Canada
$4K – – –
PCA
437
Providence Capital Advisors
North Carolina
$4K – – –
TL
438
TrueWealth LLC
Georgia
$4K – – –
TFO
439
Tarbox Family Office
California
$3K – – –
TCOV
440
Trust Company of Vermont
Vermont
$3K – – –
EW
441
Evoke Wealth
California
$2.59K +$2.45K +27 New
BFC
442
Bedel Financial Consulting
Indiana
$2K – – –
CCM
443
Copeland Capital Management
Pennsylvania
$2K – – –
RIA
444
Realta Investment Advisors
Delaware
$2K – – –
HR
445
Howe & Rusling
New York
$2K +$363 +4 +31%
NIC
446
Northwest Investment Counselors
Oregon
$2K +$1.45K +16 New
EFSCE
447
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
PFGIA
448
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
Fidelity International
449
Fidelity International
Bermuda
$1K +$272 +3 +25%
GT
450
Glenmede Trust
Pennsylvania
$209 – – –
16 17
18
19 20

GL Hedge Fund Activity: Q3 2019 in Review

455 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2019, worth a combined $7.85B — up 6.2% from $7.39B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of GL and 40 opened new positions — a net loss of 34 holders — while 164 trimmed existing stakes and 147 added.

The largest buyer was BlackRock, adding an estimated $90.5M. The largest seller was Regions Financial Corp, exiting entirely with an estimated $158M sold.

  • 455 institutional investors held Globe Life (GL) as of Q3 2019, down from 490 in Q2 2019.
  • Funds reported $7.85B of Globe Life stock for Q3 2019, up 6.2% quarter-over-quarter.
  • 40 funds opened new Globe Life positions in Q3 2019 and 74 closed out, a net change of -34 holders.
  • The largest Globe Life buyer in Q3 2019 was BlackRock, an estimated $90.5M added.
  • The largest Globe Life seller in Q3 2019 was Regions Financial Corp, an estimated $158M sold.

Based on aggregated 13F filings for Q3 2019.