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Globe Life

566 hedge funds and large institutions have $7.78B invested in Globe Life in 2024 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 173 increasing their positions, 200 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 48

8% more funds holding

Funds holding: 525566 (+41)

7% more capital invested

Capital invested by funds: $7.25B → $7.78B (+$534M)

6.56% more ownership

Funds ownership: 76.56%83.12% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

14% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 200

16% less call options, than puts

Call options by funds: $91.3M | Put options by funds: $108M

Holders
566
Holders Change
+41
Holders Change %
+7.81%
% of All Funds
7.46%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
96
Increased
173
Reduced
200
Closed
48
Calls
$91.3M
Puts
$108M
Net Calls
-$16.9M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
451
Evermay Wealth Management
Virginia
$75.3K
LDB
452
Lee, Danner & Bass
Tennessee
$69.7K +$67.4K +625 New
CFB
453
Cullen/Frost Bankers
Texas
$69K +$64.7K +600 +3,158%
GM
454
GeoWealth Management
Illinois
$68.1K +$1.51K +14 +2%
RAM
455
Resona Asset Management
Japan
$67.6K +$10.8K +100 +19%
IIM
456
Intact Investment Management
Quebec, Canada
$66.9K -$9.71K -90 -13%
ECM
457
Estabrook Capital Management
New York
$66.9K
IA
458
IFP Advisors
Florida
$66.7K +$1.08K +10 +2%
AGWCA
459
Annis Gardner Whiting Capital Advisors
Florida
$63.3K
BTI
460
Blue Trust Inc
Georgia
$60.5K -$50.1K -464 -46%
LC
461
Lindbrook Capital
California
$60.4K -$540 -5 -0.9%
PMFA
462
Plante Moran Financial Advisors
Michigan
$58.8K +$108 +1 +0.2%
AF
463
Allworth Financial
California
$56.3K -$5.07K -47 -9%
EWP
464
Elevation Wealth Partners
California
$55.9K
FCAS
465
First Command Advisory Services
Texas
$55.1K
PFBT
466
Parkside Financial Bank & Trust
Missouri
$54.1K
WT
467
Whittier Trust
California
$52.7K
MA
468
Montag & Associates
Georgia
$50.2K
HIA
469
Harbor Investment Advisory
Maryland
$49.2K -$540 -5 -1%
KFP
470
Keener Financial Planning
Texas
$46K
QL
471
Quarry LP
New York
$45.8K -$74.3K -689 -63%
PIM
472
Platinum Investment Management
Australia
$44.9K +$43.5K +403 New
HWA
473
HHM Wealth Advisors
Tennessee
$43.2K +$1.29K +12 +3%
TWD
474
True Wealth Design
Ohio
$42.9K -$18.7K -173 -31%
AT
475
Avalon Trust
New Mexico
$40.7K +$39.4K +365 New

GL Hedge Fund Activity: Q4 2024 in Review

566 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2024, worth a combined $7.78B — up 7.4% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new GL positions and 48 closed out — a net gain of 48 holders — while 173 added to existing stakes and 200 trimmed.

The largest buyer was Swedbank, opening a new position worth an estimated $50.7M. The largest seller was UBS AM, cutting an estimated $122M.

  • 566 institutional investors held Globe Life (GL) as of Q4 2024, up from 525 in Q3 2024.
  • Funds reported $7.78B of Globe Life stock for Q4 2024, up 7.4% quarter-over-quarter.
  • 96 funds opened new Globe Life positions in Q4 2024 and 48 closed out, a net change of +48 holders.
  • The largest Globe Life buyer in Q4 2024 was Swedbank, an estimated $50.7M added.
  • The largest Globe Life seller in Q4 2024 was UBS AM, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2024.