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Globe Life

502 hedge funds and large institutions have $6.09B invested in Globe Life in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 158 increasing their positions, 199 reducing their positions, and 162 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $128M | Put options by funds: $108M

4.8% less ownership

Funds ownership: 84.96%80.17% (-4.8%)

16% less funds holding

Funds holding: 598502 (-96)

21% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 199

34% less capital invested

Capital invested by funds: $9.23B → $6.09B (-$3.15B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

54% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 162

Holders
502
Holders Change
-96
Holders Change %
-16.05%
% of All Funds
7.25%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
74
Increased
158
Reduced
199
Closed
162
Calls
$128M
Puts
$108M
Net Calls
+$19.6M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
426
Harbor Investment Advisory
Maryland
$36.9K +$10.3K +124 +38%
HGERS
427
Householder Group Estate & Retirement Specialist
Arizona
$36K
KFP
428
Keener Financial Planning
Texas
$34K
PTC
429
Private Trust Company
Ohio
$32.9K +$17.6K +212 +113%
HWA
430
HHM Wealth Advisors
Tennessee
$30.9K
RAM
431
Resona Asset Management
Japan
$29.9K -$2.53M -30,560 -99%
SIM
432
Sentry Investment Management
Wisconsin
$29K -$6.13K -74 -17%
MG
433
Mather Group
Illinois
$24K +$580 +7 +4%
PFBT
434
Parkside Financial Bank & Trust
Missouri
$23.7K -$12.3K -149 -34%
SS
435
Sunbelt Securities
Texas
$21.9K
TH
436
TCTC Holdings
Texas
$20.9K
EWA
437
EverSource Wealth Advisors
Alabama
$20.9K +$4.56K +55 +32%
QC
438
Quent Capital
New York
$20.3K
HI
439
Harbour Investments
Wisconsin
$20.2K +$7.87K +95 +63%
IRAG
440
Investment Research & Advisory Group
Georgia
$18.5K
C
441
Covestor
United Kingdom
$18K +$10.3K +124 +133%
FHA
442
First Horizon Advisors
Tennessee
$17K -$25.5K -308 -60%
MPWT
443
MassMutual Private Wealth & Trust
Connecticut
$16.9K +$5.96K +72 +54%
CIA
444
Cape Investment Advisory
Georgia
$16.5K
NC
445
nVerses Capital
Florida
$16.5K +$16.6K +200 New
RIL
446
Rothschild Investment LLC
Illinois
$15.2K +$15.1K +182 +6,067%
CH
447
Cromwell Holdings
Wyoming
$15.2K +$15.3K +185 New
WT
448
Washington Trust
Rhode Island
$14.4K
GKIM
449
GW&K Investment Management
Massachusetts
$13K +$12.3K +148 +1,480%
DMBA
450
Deseret Mutual Benefit Administrators
Utah
$12.3K

GL Hedge Fund Activity: Q2 2024 in Review

502 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q2 2024, worth a combined $6.09B — down 34% from $9.23B a quarter earlier.

Sellers outnumbered buyers: 162 funds closed out of GL and 74 opened new positions — a net loss of 88 holders — while 199 trimmed existing stakes and 158 added.

The largest buyer was Invesco, adding an estimated $191M. The largest seller was Cooke & Bieler, exiting entirely with an estimated $252M sold.

  • 502 institutional investors held Globe Life (GL) as of Q2 2024, down from 598 in Q1 2024.
  • Funds reported $6.09B of Globe Life stock for Q2 2024, down 34% quarter-over-quarter.
  • 74 funds opened new Globe Life positions in Q2 2024 and 162 closed out, a net change of -88 holders.
  • The largest Globe Life buyer in Q2 2024 was Invesco, an estimated $191M added.
  • The largest Globe Life seller in Q2 2024 was Cooke & Bieler, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2024.