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Globe Life

542 hedge funds and large institutions have $8.28B invested in Globe Life in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 174 increasing their positions, 187 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $3.41M | Put options by funds: $1.7M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 52

0% more funds holding

Funds holding: 541542 (+1)

0.29% less ownership

Funds ownership: 80.54%80.25% (-0.29%)

2% less capital invested

Capital invested by funds: $8.42B → $8.28B (-$137M)

7% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 187

Holders
542
Holders Change
+1
Holders Change %
+0.18%
% of All Funds
8.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
57
Increased
174
Reduced
187
Closed
52
Calls
$3.41M
Puts
$1.7M
Net Calls
+$1.72M
Net Calls Change
-$760K
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
426
C.M. Bidwell & Associates
Hawaii
$225K +$231K +2,073 New
BC
427
Bridgefront Capital
Texas
$225K -$15.3K -137 -6%
SP
428
Symmetry Partners
Connecticut
$225K
GWS
429
Glassman Wealth Services
Virginia
$221K
S
430
SignatureFD
Georgia
$219K +$4.13K +37 +2%
BMSSC
431
B. Metzler seel. Sohn & Co
Germany
$217K
EP
432
Edgestream Partners
New Jersey
$215K +$220K +1,973 New
GLA
433
Great Lakes Advisors
Illinois
$214K +$6.25K +56 +3%
VSQM
434
V-Square Quantitative Management
Illinois
$213K +$196K +1,756 +848%
Point72 Asset Management
435
Point72 Asset Management
Connecticut
$192K -$9.35M -83,735 -98%
SWM
436
Spire Wealth Management
Virginia
$190K
HPC
437
HM Payson & Co
Maine
$186K
SOW
438
State of Wyoming
Wyoming
$183K +$26.2K +235 +16%
MAM
439
Meeder Asset Management
Ohio
$176K
LFA
440
LGT Financial Advisors
Texas
$173K +$178K +1,590 New
SSB
441
Sandy Spring Bank
Maryland
$171K
NA
442
NewEdge Advisors
Louisiana
$170K +$70.6K +632 +68%
Fisher Asset Management
443
Fisher Asset Management
Washington
$166K
Carson Wealth (CWM LLC)
444
Carson Wealth (CWM LLC)
Nebraska
$166K +$17.4K +156 +11%
PAG
445
Paladin Advisory Group
Iowa
$165K
HI
446
Horizon Investments
North Carolina
$149K -$2.79K -25 -2%
DGAM
447
Desjardins Global Asset Management
Quebec, Canada
$134K +$2.68K +24 +2%
PA
448
Parallel Advisors
California
$131K +$37.9K +339 +39%
BAMF
449
BI Asset Management Fondsmaeglerselskab
Denmark
$129K +$115K +1,030 +648%
Swedbank
450
Swedbank
Sweden
$127K

GL Hedge Fund Activity: Q3 2023 in Review

542 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2023, worth a combined $8.28B — down 1.6% from $8.42B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GL positions and 52 closed out — a net gain of 5 holders — while 174 added to existing stakes and 187 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $30.5M. The largest seller was Berkshire Hathaway, cutting an estimated $188M.

  • 542 institutional investors held Globe Life (GL) as of Q3 2023, up from 541 in Q2 2023.
  • Funds reported $8.28B of Globe Life stock for Q3 2023, down 1.6% quarter-over-quarter.
  • 57 funds opened new Globe Life positions in Q3 2023 and 52 closed out, a net change of +5 holders.
  • The largest Globe Life buyer in Q3 2023 was Qube Research & Technologies (QRT), an estimated $30.5M added.
  • The largest Globe Life seller in Q3 2023 was Berkshire Hathaway, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2023.