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Globe Life

479 hedge funds and large institutions have $7.9B invested in Globe Life in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 152 increasing their positions, 165 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 36

4% more funds holding

Funds holding: 461479 (+18)

1.39% more ownership

Funds ownership: 80.86%82.25% (+1.4%)

2% more capital invested

Capital invested by funds: $7.77B → $7.9B (+$126M)

1% less call options, than puts

Call options by funds: $6.04M | Put options by funds: $6.08M

8% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 165

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
479
Holders Change
+18
Holders Change %
+3.9%
% of All Funds
8.25%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
59
Increased
152
Reduced
165
Closed
36
Calls
$6.04M
Puts
$6.08M
Net Calls
-$37K
Net Calls Change
+$122K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
426
Achmea Investment Management
Netherlands
$24K
ZB
427
Zions Bancorporation
Utah
$23K -$3.91K -39 -14%
BTI
428
Blue Trust Inc
Georgia
$23K -$2.71K -27 -10%
PI
429
PineBridge Investments
New York
$23K +$22.8K +227 New
CFB
430
Cullen/Frost Bankers
Texas
$22K -$45.3K -452 -67%
IRAG
431
Investment Research & Advisory Group
Georgia
$22K
QC
432
Quent Capital
New York
$22K
SC
433
Seldon Capital
California
$21K
BAM
434
Byrne Asset Management
New Jersey
$20K
JWA
435
JFS Wealth Advisors
Pennsylvania
$20K +$3.01K +30 +18%
Pacer Advisors
436
Pacer Advisors
Pennsylvania
$18K -$150K -1,494 -89%
QCG
437
Quadrant Capital Group
Ohio
$18K -$502 -5 -3%
WT
438
Washington Trust
Rhode Island
$17K
HI
439
Harbour Investments
Wisconsin
$14K
EWA
440
EverSource Wealth Advisors
Alabama
$13K +$2.01K +20 +17%
LC
441
Lindbrook Capital
California
$12K +$803 +8 +7%
ST
442
Smithfield Trust
Pennsylvania
$11K
TPCW
443
TD Private Client Wealth
New York
$10.6K
BFEC
444
Benjamin F. Edwards & Company
Missouri
$10K
PB
445
Pinnacle Bancorp
Nebraska
$10K
CA
446
Crewe Advisors
Utah
$10K +$2.51K +25 +34%
MPWT
447
MassMutual Private Wealth & Trust
Connecticut
$9K +$301 +3 +3%
Bank of Montreal
448
Bank of Montreal
Ontario, Canada
$8.16K -$160K -1,591 -2%
SC
449
Schubert & Co
Texas
$7K +$1.81K +18 +38%
EARNEST Partners
450
EARNEST Partners
Georgia
$6K

GL Hedge Fund Activity: Q3 2022 in Review

479 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2022, worth a combined $7.9B — up 1.6% from $7.77B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new GL positions and 36 closed out — a net gain of 23 holders — while 152 added to existing stakes and 165 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $99M. The largest seller was Wellington Management Group, cutting an estimated $85.7M.

  • 479 institutional investors held Globe Life (GL) as of Q3 2022, up from 461 in Q2 2022.
  • Funds reported $7.9B of Globe Life stock for Q3 2022, up 1.6% quarter-over-quarter.
  • 59 funds opened new Globe Life positions in Q3 2022 and 36 closed out, a net change of +23 holders.
  • The largest Globe Life buyer in Q3 2022 was JP Morgan Chase, an estimated $99M added.
  • The largest Globe Life seller in Q3 2022 was Wellington Management Group, an estimated $85.7M sold.

Based on aggregated 13F filings for Q3 2022.