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Globe Life
GL

444 hedge funds and large institutions have $6.49B invested in Globe Life in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 130 increasing their positions, 182 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 21

5% more funds holding

Funds holding: 423 → 444 (+21)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less capital invested

Capital invested by funds: $6.68B → $6.49B (-$192M)

1.18% less ownership

Funds ownership: 73.74% → 72.56% (-1.2%)

29% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 182

Holders
444
Holders Change
+21
Holders Change %
+4.96%
% of All Funds
11.07%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
46
Increased
130
Reduced
182
Closed
21
Calls
$4.74M
Puts
–
Net Calls
+$4.74M
Net Calls Change
+$2.1M

Top Buyers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$191M
2
Norges Bank
Norges Bank
Norway
+$86.2M
3
Renaissance Technologies
Renaissance Technologies
New York
+$26.8M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$22.2M
5
Invesco
Invesco
Georgia
+$18.2M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$113M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$69.4M
3
Boston Partners
Boston Partners
Massachusetts
-$48.1M
4
Citadel Advisors
Citadel Advisors
Florida
-$38.1M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$21.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$45.5M +$3.67M +48,222 +9%
American Century Companies
27
American Century Companies
Missouri
$45.2M +$712K +9,364 +2%
Deutsche Bank
28
Deutsche Bank
Germany
$43M +$13.7M +180,044 +47%
GC
29
Guggenheim Capital
Illinois
$39.6M -$1.1M -14,491 -3%
Charles Schwab
30
Charles Schwab
California
$38.2M +$1.1M +14,400 +3%
CS
31
Credit Suisse
Switzerland
$37.5M -$2.82M -37,067 -7%
Victory Capital Management
32
Victory Capital Management
Texas
$36.7M +$1.9M +24,987 +5%
Pzena Investment Management
33
Pzena Investment Management
New York
$36.5M -$191K -2,514 -0.5%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$36.4M +$22.2M +292,092 +159%
Bank of America
35
Bank of America
North Carolina
$35.4M -$5.05M -66,341 -13%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$34.3M -$2.35M -30,906 -6%
Wells Fargo
37
Wells Fargo
California
$31.6M -$3.59M -47,175 -10%
Swiss National Bank
38
Swiss National Bank
Switzerland
$31.2M +$639K +8,400 +2%
JP Morgan Chase
39
JP Morgan Chase
New York
$30.5M -$3.49M -45,857 -10%
FQ
40
First Quadrant
California
$29M +$1.6M +21,073 +6%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$28.3M -$213K -2,800 -0.7%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$28.2M +$307K +4,042 +1%
SI
43
Sentry Investments
Ontario, Canada
$27.3M -$76K -1,000 -0.3%
Renaissance Technologies
44
Renaissance Technologies
New York
$27M +$26.8M +352,900 New
JIR
45
James Investment Research
Ohio
$26.6M -$451K -5,929 -2%
PPA
46
Parametric Portfolio Associates
Washington
$25.4M -$3.34M -43,939 -12%
UBS AM
47
UBS AM
Illinois
$24.7M +$2.29M +30,068 +10%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$22.8M +$6.32M +83,046 +39%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$21M -$413K -5,430 -2%
Morgan Stanley
50
Morgan Stanley
New York
$19.4M -$10.8M -142,290 -36%
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GL Hedge Fund Activity: Q2 2017 in Review

444 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q2 2017, worth a combined $6.49B — down 2.9% from $6.68B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new GL positions and 21 closed out — a net gain of 25 holders — while 130 added to existing stakes and 182 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $191M. The largest seller was Wellington Management Group, cutting an estimated $113M.

  • 444 institutional investors held Globe Life (GL) as of Q2 2017, up from 423 in Q1 2017.
  • Funds reported $6.49B of Globe Life stock for Q2 2017, down 2.9% quarter-over-quarter.
  • 46 funds opened new Globe Life positions in Q2 2017 and 21 closed out, a net change of +25 holders.
  • The largest Globe Life buyer in Q2 2017 was Janus Henderson Group, an estimated $191M added.
  • The largest Globe Life seller in Q2 2017 was Wellington Management Group, an estimated $113M sold.

Based on aggregated 13F filings for Q2 2017.