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Globe Life

483 hedge funds and large institutions have $7.12B invested in Globe Life in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

0.54% more ownership

Funds ownership: 73.82%74.36% (+0.54%)

0% more funds holding

Funds holding: 483483 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

8% less capital invested

Capital invested by funds: $7.73B → $7.12B (-$606M)

23% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 188

56% less call options, than puts

Call options by funds: $5.43M | Put options by funds: $12.3M

Holders
483
Holders Change
Holders Change %
0%
% of All Funds
11.07%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
55
Increased
145
Reduced
188
Closed
47
Calls
$5.43M
Puts
$12.3M
Net Calls
-$6.82M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CHP
451
Cable Hill Partners
Oregon
$8K
BBA
452
Braun-Bostich & Associates
Pennsylvania
$8K +$8.04K +92 New
DVM
453
Dreman Value Management
Florida
$7K
AIM
454
Arcadia Investment Management
Michigan
$6K
CAW
455
Cornerstone Advisors (Washington)
Washington
$6K
LFA
456
Legacy Financial Advisors
Kentucky
$6K
JA
457
JOYN Advisors
Georgia
$6K +$6.56K +75 New
HIM
458
Hillsdale Investment Management
Ontario, Canada
$5K -$377K -4,310 -99%
QCG
459
Quadrant Capital Group
Ohio
$5K -$2.45K -28 -26%
PFBT
460
Parkside Financial Bank & Trust
Missouri
$5K -$1.4K -16 -20%
EARNEST Partners
461
EARNEST Partners
Georgia
$5K
IA
462
IFP Advisors
Florida
$5K
TWA
463
TCI Wealth Advisors
Arizona
$5K
WAP
464
Wealthcare Advisory Partners
Pennsylvania
$5K
VFA
465
Valeo Financial Advisors
Indiana
$4K +$87 +1 +2%
TL
466
TrueWealth LLC
Georgia
$4K +$3.76K +43 New
MFBTD
467
MB Financial Bank - Trust Department
Illinois
$4K +$3.85K +44 New
FMII
468
Farmers & Merchants Investments Inc
Nebraska
$3K
HFP
469
Holistic Financial Partners
Indiana
$3K
IWM
470
IHT Wealth Management
Illinois
$2K
OFW
471
Omnia Family Wealth
Florida
$2K
TFO
472
Tarbox Family Office
California
$2K
BFC
473
Bedel Financial Consulting
Indiana
$2K +$2.19K +25 New
ML
474
McAdam LLC
Pennsylvania
$2K +$2.19K +25 New
Nomura Holdings
475
Nomura Holdings
Japan
$1.7K +$194K +2,218 +12%

GL Hedge Fund Activity: Q1 2018 in Review

483 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q1 2018, worth a combined $7.12B — down 7.8% from $7.73B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new GL positions and 47 closed out — a net gain of 8 holders — while 145 added to existing stakes and 188 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $40.9M. The largest seller was NN Investment Partners Holdings, cutting an estimated $95.2M.

  • 483 institutional investors held Globe Life (GL) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $7.12B of Globe Life stock for Q1 2018, down 7.8% quarter-over-quarter.
  • 55 funds opened new Globe Life positions in Q1 2018 and 47 closed out, a net change of +8 holders.
  • The largest Globe Life buyer in Q1 2018 was Acadian Asset Management, an estimated $40.9M added.
  • The largest Globe Life seller in Q1 2018 was NN Investment Partners Holdings, an estimated $95.2M sold.

Based on aggregated 13F filings for Q1 2018.