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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
PTC
451
Private Trust Company
Ohio
$6K
VCM
452
Versant Capital Management
Arizona
$6K
WWM
453
Wolff Wiese Magana
California
$6K
FMII
454
Farmers & Merchants Investments Inc
Nebraska
$6K +$1.2K +12 +24%
TWA
455
TCI Wealth Advisors
Arizona
$5K +$602 +6 +13%
BBHC
456
Brown Brothers Harriman & Co
New York
$5K +$4.11K +41 +683%
BIA
457
Bell Investment Advisors
California
$4K
MCM
458
MV Capital Management
Maryland
$4K
ZIG
459
Zullo Investment Group
Pennsylvania
$4K
TAIM
460
TD Ameritrade Investment Management
Nebraska
$3K -$39.9K -398 -94%
PSB
461
Piscataqua Savings Bank
New Hampshire
$3K
APA
462
American Portfolios Advisors
New York
$2.69K
ACK
463
Andrew C. Karlinski
$2K
CWC
464
Carolinas Wealth Consulting
North Carolina
$2K
EW
465
Evoke Wealth
California
$2K
KFI
466
Key Financial Inc
Pennsylvania
$2K
DI
467
Disciplined Investments
Oklahoma
$2K +$100 +1 +5%
HR
468
Howe & Rusling
New York
$2K +$301 +3 +15%
SIC
469
SJS Investment Consulting
Ohio
$2K +$2.11K +21 New
BCMLT
470
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K
EBA
471
Eagle Bay Advisors
New York
$1K
MA
472
MCF Advisors
Kentucky
$1K
AF
473
Allworth Financial
California
$1K +$301 +3 +38%
CAL
474
Capital Advisors Ltd
Ohio
$1K +$702 +7 New
CB
475
Community Bank
New York
$1K +$803 +8 New

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.