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Globe Life

472 hedge funds and large institutions have $8.47B invested in Globe Life in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 139 increasing their positions, 166 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more call options, than puts

Call options by funds: $9.42M | Put options by funds: $2.44M

78% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 36

8% more capital invested

Capital invested by funds: $7.85B → $8.47B (+$620M)

4% more funds holding

Funds holding: 455472 (+17)

0.76% less ownership

Funds ownership: 75.46%74.69% (-0.76%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

16% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 166

Holders
472
Holders Change
+17
Holders Change %
+3.74%
% of All Funds
9.3%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.12%
New
64
Increased
139
Reduced
166
Closed
36
Calls
$9.42M
Puts
$2.44M
Net Calls
+$6.98M
Net Calls Change
+$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
426
Parkside Financial Bank & Trust
Missouri
$14K +$997 +10 +8%
BWM
427
Baystate Wealth Management
Massachusetts
$13K
BCA
428
Berman Capital Advisors
Georgia
$13K
OPS
429
Orion Portfolio Solutions
Nebraska
$13K +$11.9K +119 New
BHWM
430
Bay Harbor Wealth Management
Maryland
$12K
GAM
431
Gemmer Asset Management
California
$12K
LC
432
Lindbrook Capital
California
$12K
WPA
433
West Paces Advisors
Georgia
$11.5K
WTC
434
WhitTier Trust Company
Nevada
$11K
Rockefeller Capital Management
435
Rockefeller Capital Management
New York
$11K +$9.97K +100 New
ACM
436
Anfield Capital Management
California
$10K +$9.07K +91 New
BBA
437
Braun-Bostich & Associates
Pennsylvania
$10K +$9.07K +91 New
AIC
438
Archer Investment Corporation
Indiana
$9K
VCM
439
Versant Capital Management
Arizona
$8K -$2.99K -30 -28%
DAM
440
Delta Asset Management
Tennessee
$8K +$7.78K +78 New
AS
441
Altshuler Shaham
Israel
$8K +$7.98K +80 New
CCM
442
Covington Capital Management
California
$7K +$6.58K +66 New
SLF
443
Sun Life Financial
Ontario, Canada
$6K -$2.29K -23 -28%
BL
444
Balentine LLC
Georgia
$6K
TWA
445
TCI Wealth Advisors
Arizona
$6K
WAP
446
Wealthcare Advisory Partners
Pennsylvania
$6K
SL
447
Savior LLC
Massachusetts
$6K +$5.58K +56 New
TL
448
TrueWealth LLC
Georgia
$5K
FCH
449
Freestone Capital Holdings
Washington
$4.53K -$363K -3,639 -8%
HIM
450
Hillsdale Investment Management
Ontario, Canada
$4K

GL Hedge Fund Activity: Q4 2019 in Review

472 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2019, worth a combined $8.47B — up 7.9% from $7.85B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new GL positions and 36 closed out — a net gain of 28 holders — while 139 added to existing stakes and 166 trimmed.

The largest buyer was Regions Financial Corp, opening a new position worth an estimated $172M. The largest seller was Acadian Asset Management, exiting entirely with an estimated $152M sold.

  • 472 institutional investors held Globe Life (GL) as of Q4 2019, up from 455 in Q3 2019.
  • Funds reported $8.47B of Globe Life stock for Q4 2019, up 7.9% quarter-over-quarter.
  • 64 funds opened new Globe Life positions in Q4 2019 and 36 closed out, a net change of +28 holders.
  • The largest Globe Life buyer in Q4 2019 was Regions Financial Corp, an estimated $172M added.
  • The largest Globe Life seller in Q4 2019 was Acadian Asset Management, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2019.