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Globe Life
GL

376 hedge funds and large institutions have $5.25B invested in Globe Life in 2015 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 91 increasing their positions, 172 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

43,096% more call options, than puts

Call options by funds: $22M | Put options by funds: $51K

114% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 21

7% more funds holding

Funds holding: 353 → 376 (+23)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

1.03% less ownership

Funds ownership: 76.09% → 75.05% (-1%)

5% less capital invested

Capital invested by funds: $5.53B → $5.25B (-$288M)

47% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 172

Holders
376
Holders Change
+23
Holders Change %
+6.52%
% of All Funds
10.5%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
45
Increased
91
Reduced
172
Closed
21
Calls
$22M
Puts
$51K
Net Calls
+$22M
Net Calls Change
+$19.4M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$47M
2
RIM
RS Investment Management
California
+$22.6M
3
Bank of America
Bank of America
North Carolina
+$19.8M
4
Millennium Management
Millennium Management
New York
+$17.6M
5
HW
Hancock Whitney
Mississippi
+$15.7M

Top Sellers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
-$54.3M
2
Artisan Partners
Artisan Partners
Wisconsin
-$31.5M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
-$24.9M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$16.5M
5
Goldman Sachs
Goldman Sachs
New York
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
JHIU
26
Janus Henderson Investors US
Colorado
$44.8M +$2.59M +43,564 +6%
Citadel Advisors
27
Citadel Advisors
Florida
$44.7M +$47M +792,441 New
TD Asset Management
28
TD Asset Management
Ontario, Canada
$44M +$13.6M +229,300 +42%
American Century Companies
29
American Century Companies
Missouri
$41.4M -$468K -7,881 -1%
Deutsche Bank
30
Deutsche Bank
Germany
$41.3M +$3.09M +52,118 +8%
UBS AM
31
UBS AM
Illinois
$38.8M -$4.42M -74,406 -10%
Bank of America
32
Bank of America
North Carolina
$36.3M +$19.8M +333,794 +108%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$35.2M -$46.8K -788 -0.1%
Legal & General Group
34
Legal & General Group
United Kingdom
$30.4M +$337K +5,675 +1%
GC
35
Guggenheim Capital
Illinois
$26M -$5.02M -84,614 -16%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$25.2M +$1.2M +20,250 +5%
GL
37
Globe Life
Texas
$24.2M – – –
Charles Schwab
38
Charles Schwab
California
$23.3M -$439K -7,399 -2%
Goldman Sachs
39
Goldman Sachs
New York
$22.6M -$14.3M -241,351 -38%
Prudential Financial
40
Prudential Financial
New Jersey
$21.4M -$1.42M -23,965 -6%
PPA
41
Parametric Portfolio Associates
Washington
$20.6M -$634K -10,678 -3%
AQR Capital Management
42
AQR Capital Management
Connecticut
$20.5M +$11M +184,948 +104%
CRM
43
Cramer Rosenthal McGlynn
Connecticut
$20.5M -$24.9M -419,702 -54%
BGIM
44
Brandywine Global Investment Management
Pennsylvania
$19.9M +$3.24M +54,503 +18%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$19.8M +$345K +5,818 +2%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$19M -$740K -12,469 -4%
Neuberger Berman Group
47
Neuberger Berman Group
New York
$18.2M -$4.85M -81,672 -20%
TCIM
48
TIAA CREF Investment Management
New York
$16.9M +$2.02M +33,975 +13%
Millennium Management
49
Millennium Management
New York
$16.7M +$17.6M +296,062 New
BNP Paribas Asset Management
50
BNP Paribas Asset Management
France
$16.3M +$1.21M +20,403 +8%
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GL Hedge Fund Activity: Q3 2015 in Review

376 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2015, worth a combined $5.25B — down 5.2% from $5.53B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new GL positions and 21 closed out — a net gain of 24 holders — while 91 added to existing stakes and 172 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $47M. The largest seller was Boston Partners, cutting an estimated $54.3M.

  • 376 institutional investors held Globe Life (GL) as of Q3 2015, up from 353 in Q2 2015.
  • Funds reported $5.25B of Globe Life stock for Q3 2015, down 5.2% quarter-over-quarter.
  • 45 funds opened new Globe Life positions in Q3 2015 and 21 closed out, a net change of +24 holders.
  • The largest Globe Life buyer in Q3 2015 was Citadel Advisors, an estimated $47M added.
  • The largest Globe Life seller in Q3 2015 was Boston Partners, an estimated $54.3M sold.

Based on aggregated 13F filings for Q3 2015.