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Globe Life
GL

486 hedge funds and large institutions have $8.05B invested in Globe Life in 2022 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 172 increasing their positions, 153 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 33

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

15% more capital invested

Capital invested by funds: $7.03B → $8.05B (+$1.02B)

12% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 153

6.6% more ownership

Funds ownership: 74.5% → 81.1% (+6.6%)

5% more funds holding

Funds holding: 462 → 486 (+24)

14% less call options, than puts

Call options by funds: $4.64M | Put options by funds: $5.38M

Holders
486
Holders Change
+24
Holders Change %
+5.19%
% of All Funds
7.67%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
64
Increased
172
Reduced
153
Closed
33
Calls
$4.64M
Puts
$5.38M
Net Calls
-$740K
Net Calls Change
+$3.81M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$200M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$178M
3
Invesco
Invesco
Georgia
+$51.5M
4
PCM
Parsifal Capital Management
Connecticut
+$44.2M
5
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$26.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$30.1M
2
Millennium Management
Millennium Management
New York
-$25.6M
3
APG Asset Management
APG Asset Management
Netherlands
-$14.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$12.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
426
Dividend Assets Capital
South Carolina
$25K – – –
CT
427
Caldwell Trust
Florida
$23.3K – – –
AIM
428
Achmea Investment Management
Netherlands
$23K – – –
BAM
429
Byrne Asset Management
New Jersey
$23K – – –
IRAG
430
Investment Research & Advisory Group
Georgia
$23K – – –
DCM
431
Dupont Capital Management
Delaware
$23K +$608 +6 +3%
QC
432
Quent Capital
New York
$22K +$10.2K +101 +86%
SC
433
Seldon Capital
California
$21K – – –
JWA
434
JFS Wealth Advisors
Pennsylvania
$19K +$16.5K +163 +741%
LFG
435
Larson Financial Group
Missouri
$19K +$19.4K +191 New
QCG
436
Quadrant Capital Group
Ohio
$18K -$406 -4 -2%
FPS
437
Fieldpoint Private Securities
Connecticut
$18K – – –
WT
438
Washington Trust
Rhode Island
$18K – – –
FHA
439
First Horizon Advisors
Tennessee
$16K +$1.52K +15 +10%
Macquarie Group
440
Macquarie Group
Australia
$15.9K -$563K -5,557 -3%
TPCW
441
TD Private Client Wealth
New York
$15.7K +$203 +2 +1%
EWA
442
EverSource Wealth Advisors
Alabama
$12K +$8.01K +79 +198%
GAM
443
Gemmer Asset Management
California
$12K +$12.7K +125 New
LC
444
Lindbrook Capital
California
$11K -$4.76K -47 -30%
ST
445
Smithfield Trust
Pennsylvania
$11K – – –
Loomis, Sayles & Company
446
Loomis, Sayles & Company
Massachusetts
$10K -$304 -3 -3%
BFEC
447
Benjamin F. Edwards & Company
Missouri
$10K – – –
PB
448
Pinnacle Bancorp
Nebraska
$10K – – –
MPWT
449
MassMutual Private Wealth & Trust
Connecticut
$7K +$710 +7 +11%
EARNEST Partners
450
EARNEST Partners
Georgia
$6K – – –
16 17
18
19 20

GL Hedge Fund Activity: Q1 2022 in Review

486 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q1 2022, worth a combined $8.05B — up 15% from $7.03B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new GL positions and 33 closed out — a net gain of 31 holders — while 172 added to existing stakes and 153 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $200M. The largest seller was Citadel Advisors, cutting an estimated $30.1M.

  • 486 institutional investors held Globe Life (GL) as of Q1 2022, up from 462 in Q4 2021.
  • Funds reported $8.05B of Globe Life stock for Q1 2022, up 15% quarter-over-quarter.
  • 64 funds opened new Globe Life positions in Q1 2022 and 33 closed out, a net change of +31 holders.
  • The largest Globe Life buyer in Q1 2022 was Wellington Management Group, an estimated $200M added.
  • The largest Globe Life seller in Q1 2022 was Citadel Advisors, an estimated $30.1M sold.

Based on aggregated 13F filings for Q1 2022.