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Globe Life
GL

431 hedge funds and large institutions have $6.42B invested in Globe Life in 2016 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 129 increasing their positions, 161 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 23

17% more capital invested

Capital invested by funds: $5.5B → $6.42B (+$913M)

8% more funds holding

Funds holding: 399 → 431 (+32)

0.67% more ownership

Funds ownership: 72.69% → 73.35% (+0.67%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

12% less call options, than puts

Call options by funds: $4.02M | Put options by funds: $4.59M

20% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 161

Holders
431
Holders Change
+32
Holders Change %
+8.02%
% of All Funds
10.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
63
Increased
129
Reduced
161
Closed
23
Calls
$4.02M
Puts
$4.59M
Net Calls
-$566K
Net Calls Change
-$3.32M

Top Buyers

1
AIM
abrdn Investment Management
United Kingdom
+$33.4M
2
State Street
State Street
Massachusetts
+$29M
3
CS
Credit Suisse
Switzerland
+$23M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$21.6M
5
Citadel Advisors
Citadel Advisors
Florida
+$14.2M

Top Sellers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$43.9M
2
NIPH
NN Investment Partners Holdings
Netherlands
-$39.4M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$34.1M
4
GL
Globe Life
Texas
-$27.4M
5
Invesco
Invesco
Georgia
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$50.2M +$275K +4,008 +0.6%
American Century Companies
27
American Century Companies
Missouri
$46.7M -$4.27M -62,302 -9%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$43.1M -$34.1M -498,042 -46%
Bank of America
29
Bank of America
North Carolina
$40.4M -$262K -3,826 -0.7%
CS
30
Credit Suisse
Switzerland
$39.3M +$23M +334,909 +169%
Legal & General Group
31
Legal & General Group
United Kingdom
$39M -$590K -8,609 -2%
Pzena Investment Management
32
Pzena Investment Management
New York
$37.9M -$348K -5,075 -1%
GC
33
Guggenheim Capital
Illinois
$37.7M +$7.63M +111,340 +28%
Wells Fargo
34
Wells Fargo
California
$36.9M +$2.33M +34,001 +7%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$35.7M -$2.17M -31,592 -6%
Charles Schwab
36
Charles Schwab
California
$34.5M +$1.09M +15,842 +4%
Victory Capital Management
37
Victory Capital Management
Texas
$32.9M -$2.08M -30,307 -6%
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$31.4M +$9.75M +142,258 +50%
SI
39
Sentry Investments
Ontario, Canada
$30M -$788K -11,500 -3%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$28.4M -$299K -4,359 -1%
JHIU
41
Janus Henderson Investors US
Colorado
$27.5M +$9.43M +137,619 +59%
FQ
42
First Quadrant
California
$26.4M – – –
JP Morgan Chase
43
JP Morgan Chase
New York
$26.2M +$2.66M +38,864 +12%
JIR
44
James Investment Research
Ohio
$25.6M +$4.28M +62,473 +22%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$25.3M -$546K -7,970 -2%
Deutsche Bank
46
Deutsche Bank
Germany
$24.5M -$3.84M -56,057 -14%
Swiss National Bank
47
Swiss National Bank
Switzerland
$23.4M – – –
TCIM
48
TIAA CREF Investment Management
New York
$22M -$845K -12,319 -4%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$21.9M -$733K -10,699 -3%
PPA
50
Parametric Portfolio Associates
Washington
$21.6M -$4.41M -64,314 -18%
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GL Hedge Fund Activity: Q4 2016 in Review

431 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q4 2016, worth a combined $6.42B — up 17% from $5.5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new GL positions and 23 closed out — a net gain of 40 holders — while 129 added to existing stakes and 161 trimmed.

The largest buyer was abrdn Investment Management, adding an estimated $33.4M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $43.9M.

  • 431 institutional investors held Globe Life (GL) as of Q4 2016, up from 399 in Q3 2016.
  • Funds reported $6.42B of Globe Life stock for Q4 2016, up 17% quarter-over-quarter.
  • 63 funds opened new Globe Life positions in Q4 2016 and 23 closed out, a net change of +40 holders.
  • The largest Globe Life buyer in Q4 2016 was abrdn Investment Management, an estimated $33.4M added.
  • The largest Globe Life seller in Q4 2016 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $43.9M sold.

Based on aggregated 13F filings for Q4 2016.