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Globe Life

598 hedge funds and large institutions have $9.23B invested in Globe Life in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 219 increasing their positions, 198 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 49

11% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 198

3.03% more ownership

Funds ownership: 81.93%84.96% (+3%)

2% more funds holding

Funds holding: 587598 (+11)

1% less capital invested

Capital invested by funds: $9.37B → $9.23B (-$137M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

80% less call options, than puts

Call options by funds: $28.3M | Put options by funds: $142M

Holders
598
Holders Change
+11
Holders Change %
+1.87%
% of All Funds
8.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
63
Increased
219
Reduced
198
Closed
49
Calls
$28.3M
Puts
$142M
Net Calls
-$114M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
451
Welch & Forbes
Massachusetts
$276K
CI
452
CX Institutional
Indiana
$270K +$33.2K +271 +13%
PI
453
PEAK6 Investments
Illinois
$267K -$16.6K -136 -6%
CA
454
Clearstead Advisors
Ohio
$264K -$282K -2,304 -43%
CB
455
CNB Bank
Pennsylvania
$262K
SFI
456
Siemens Fonds Invest
Germany
$261K -$8.32K -68 -3%
S
457
SignatureFD
Georgia
$254K +$43K +351 +19%
SOW
458
State of Wyoming
Wyoming
$252K +$67.7K +553 +34%
KCM
459
Kathmere Capital Management
Pennsylvania
$246K -$1.96K -16 -0.8%
MCM
460
MAI Capital Management
Ohio
$243K -$27.8K -227 -10%
GSC
461
Grey Street Capital
Illinois
$239K +$252K +2,056 New
CW
462
Connectus Wealth
Ohio
$239K +$251K +2,050 New
BMSSC
463
B. Metzler seel. Sohn & Co
Germany
$233K
EP
464
Edgestream Partners
New Jersey
$233K +$245K +1,999 New
IC
465
IEQ Capital
California
$231K +$242K +1,981 New
VSQM
466
V-Square Quantitative Management
Illinois
$228K
IA
467
IFP Advisors
Florida
$228K -$23.3K -190 -9%
CWA
468
Canvas Wealth Advisors
Kansas
$228K +$441K +3,603 New
PA
469
Parallel Advisors
California
$221K +$23.9K +195 +11%
Carson Wealth (CWM LLC)
470
Carson Wealth (CWM LLC)
Nebraska
$219K -$857 -7 -0.4%
SWA
471
Stratos Wealth Advisors
Ohio
$217K
WIA
472
World Investment Advisors
California
$216K -$16.3K -133 -7%
NI
473
NDVR Inc
Massachusetts
$215K +$226K +1,846 New
EC
474
EntryPoint Capital
New York
$214K +$174K +1,422 +338%
NFP
475
Narus Financial Partners
Utah
$214K -$42K -343 -16%