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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
AIP
451
Ameritas Investment Partners
Nebraska
$119K
BSB
452
Bangor Savings Bank
Maine
$108K
Acadian Asset Management
453
Acadian Asset Management
Massachusetts
$102K
FDCDDQ
454
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98K -$54.3K -486 -35%
Credit Agricole
455
Credit Agricole
France
$88.9K +$91.3K +818 New
LSA
456
Leonteq Securities AG
Switzerland
$80.5K -$1.9K -17 -2%
SIC
457
Salem Investment Counselors
North Carolina
$79.2K
UM
458
UniSuper Management
Australia
$76.1K
EWM
459
Evermay Wealth Management
Virginia
$73.4K
AGWCA
460
Annis Gardner Whiting Capital Advisors
Florida
$71.2K +$73.1K +655 New
ECM
461
Estabrook Capital Management
New York
$68.8K
BCV
462
Banque Cantonale Vaudoise
Switzerland
$67K -$112K -1,002 -62%
PFBT
463
Parkside Financial Bank & Trust
Missouri
$63.9K +$447 +4 +0.7%
SPIA
464
Steward Partners Investment Advisory
New York
$63.7K +$8.71K +78 +15%
FCAS
465
First Command Advisory Services
Texas
$61.1K +$62.8K +562 New
CSPIA
466
Cary Street Partners Investment Advisory
Virginia
$54.4K
EWP
467
Elevation Wealth Partners
California
$54.4K
SIM
468
Sentry Investment Management
Wisconsin
$52K -$13K -116 -19%
PCM
469
Penserra Capital Management
California
$52K -$10.4K -93 -16%
WT
470
Whittier Trust
California
$51.4K
FHA
471
First Horizon Advisors
Tennessee
$51.1K -$4.13K -37 -7%
MA
472
Montag & Associates
Georgia
$48.9K
HGERS
473
Householder Group Estate & Retirement Specialist
Arizona
$48.5K +$49.8K +446 New
BTI
474
Blue Trust Inc
Georgia
$42K +$7.04K +63 +20%
HWA
475
HHM Wealth Advisors
Tennessee
$40.8K

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.