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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
PCM
451
Peregrine Capital Management
Minnesota
$12.3K +$12.4K +150 New
ZB
452
Zions Bancorporation
Utah
$10.5K -$6.13K -74 -37%
TFM
453
TFC Financial Management
Massachusetts
$10.3K +$10.4K +125 New
DJSG
454
D.J. St. Germain
Massachusetts
$9.46K +$9.53K +115 New
PS
455
Principal Securities
Iowa
$9.13K -$27.8K -336 -75%
AA
456
Addison Advisors
Vermont
$8.97K +$9.03K +109 New
W
457
WealthCollab
Washington
$8.31K +$8.37K +101 New
PB
458
Pinnacle Bancorp
Nebraska
$8.06K
BIA
459
Bell Investment Advisors
California
$7.98K +$4.47K +54 +126%
TPCW
460
TD Private Client Wealth
New York
$6.99K -$3.65K -44 -34%
PWMG
461
Private Wealth Management Group
New Jersey
$6.83K -$11.4K -138 -62%
DAM
462
Delta Asset Management
Tennessee
$6.42K
S
463
Sachetta
Massachusetts
$6.33K +$3.73K +45 +205%
CFB
464
Cullen/Frost Bankers
Texas
$6.25K
FMII
465
Farmers & Merchants Investments Inc
Nebraska
$5.18K
TSWM
466
Tyler-Stone Wealth Management
Ohio
$4.69K
JWA
467
JFS Wealth Advisors
Pennsylvania
$4.2K -$11.4K -138 -73%
VCM
468
Versant Capital Management
Arizona
$4.11K
CFO
469
CVA Family Office
Colorado
$3.7K
ANBT
470
American National Bank & Trust
Texas
$3.62K
CT
471
Colonial Trust
South Carolina
$2.79K
PSB
472
Piscataqua Savings Bank
New Hampshire
$2.71K
MCM
473
MV Capital Management
Maryland
$2.39K -$1.16K -14 -33%
KFI
474
Key Financial Inc
Pennsylvania
$2.22K +$580 +7 +35%
AF
475
Advisornet Financial
Minnesota
$1.89K

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.