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Globe Life

423 hedge funds and large institutions have $6.68B invested in Globe Life in 2017 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 137 increasing their positions, 179 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

264,000% more call options, than puts

Call options by funds: $2.64M | Put options by funds: $1K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4% more capital invested

Capital invested by funds: $6.42B → $6.68B (+$269M)

0.39% more ownership

Funds ownership: 73.35%73.74% (+0.39%)

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

2% less funds holding

Funds holding: 431423 (-8)

23% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 179

Holders
423
Holders Change
-8
Holders Change %
-1.86%
% of All Funds
10.53%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
35
Increased
137
Reduced
179
Closed
35
Calls
$2.64M
Puts
$1K
Net Calls
+$2.64M
Net Calls Change
+$3.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$51.4M -$38M -500,567 -43%
American Century Companies
27
American Century Companies
Missouri
$44.8M -$3.92M -51,641 -8%
Legal & General Group
28
Legal & General Group
United Kingdom
$42.1M +$1.35M +17,763 +3%
GC
29
Guggenheim Capital
Illinois
$41M +$1.59M +20,993 +4%
Bank of America
30
Bank of America
North Carolina
$40.8M -$1.38M -18,121 -3%
CS
31
Credit Suisse
Switzerland
$40.7M -$412K -5,432 -1%
Charles Schwab
32
Charles Schwab
California
$37.4M +$1.34M +17,700 +4%
Pzena Investment Management
33
Pzena Investment Management
New York
$37M -$2.55M -33,558 -7%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$36.9M -$387K -5,093 -1%
Wells Fargo
35
Wells Fargo
California
$35.5M -$2.99M -39,343 -8%
Victory Capital Management
36
Victory Capital Management
Texas
$35.1M +$728K +9,591 +2%
JP Morgan Chase
37
JP Morgan Chase
New York
$34.3M +$6.83M +89,989 +25%
Swiss National Bank
38
Swiss National Bank
Switzerland
$30.8M +$6.23M +82,100 +26%
Morgan Stanley
39
Morgan Stanley
New York
$30.5M +$9.12M +120,054 +44%
Deutsche Bank
40
Deutsche Bank
Germany
$29.4M +$3.81M +50,171 +15%
PPA
41
Parametric Portfolio Associates
Washington
$29M +$6.3M +83,007 +28%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$28.8M -$873K -11,500 -3%
Sumitomo Mitsui Trust Group
43
Sumitomo Mitsui Trust Group
Japan
$28.1M +$1.61M +21,196 +6%
FQ
44
First Quadrant
California
$27.6M +$9.64K +127 +0%
SI
45
Sentry Investments
Ontario, Canada
$27.6M -$3.72M -49,000 -12%
JIR
46
James Investment Research
Ohio
$27.2M +$484K +6,373 +2%
UBS AM
47
UBS AM
Illinois
$22.6M +$1.29M +16,991 +6%
Balyasny Asset Management
48
Balyasny Asset Management
Illinois
$21.8M -$10.8M -142,182 -33%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$21.6M -$1.24M -16,379 -6%
TCIM
50
TIAA CREF Investment Management
New York
$20.5M -$2.38M -31,379 -11%

GL Hedge Fund Activity: Q1 2017 in Review

423 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q1 2017, worth a combined $6.68B — up 4.2% from $6.42B a quarter earlier.

Fund positioning in GL was balanced in Q1 2017: 35 funds opened new positions, 35 closed out, 137 added to existing stakes and 179 trimmed.

The largest buyer was BlackRock, adding an estimated $548M. The largest seller was Citadel Advisors, cutting an estimated $38M.

  • 423 institutional investors held Globe Life (GL) as of Q1 2017, down from 431 in Q4 2016.
  • Funds reported $6.68B of Globe Life stock for Q1 2017, up 4.2% quarter-over-quarter.
  • 35 funds opened new Globe Life positions in Q1 2017 and 35 closed out, a net change of 0 holders.
  • The largest Globe Life buyer in Q1 2017 was BlackRock, an estimated $548M added.
  • The largest Globe Life seller in Q1 2017 was Citadel Advisors, an estimated $38M sold.

Based on aggregated 13F filings for Q1 2017.