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Globe Life

436 hedge funds and large institutions have $6.81B invested in Globe Life in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 136 increasing their positions, 185 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $6.49B → $6.81B (+$323M)

0.63% more ownership

Funds ownership: 72.56%73.19% (+0.63%)

2% less funds holding

Funds holding: 444436 (-8)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

26% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 185

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
436
Holders Change
-8
Holders Change %
-1.8%
% of All Funds
10.87%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
29
Increased
136
Reduced
185
Closed
33
Calls
$3.03M
Puts
Net Calls
+$3.03M
Net Calls Change
-$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$50.7M +$2.99M +38,361 +6%
Deutsche Bank
27
Deutsche Bank
Germany
$46.7M +$1.68M +21,600 +4%
Bank of America
28
Bank of America
North Carolina
$46.1M +$8.76M +112,377 +24%
American Century Companies
29
American Century Companies
Missouri
$42.7M -$4.55M -58,414 -10%
Charles Schwab
30
Charles Schwab
California
$41.1M +$1.09M +14,040 +3%
GC
31
Guggenheim Capital
Illinois
$40.6M -$832K -10,674 -2%
Victory Capital Management
32
Victory Capital Management
Texas
$36.8M -$1.61M -20,698 -4%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$35.6M -$242K -3,100 -0.7%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$35.1M -$2.89M -37,106 -8%
Swiss National Bank
35
Swiss National Bank
Switzerland
$32.8M +$156K +2,000 +0.5%
FQ
36
First Quadrant
California
$31.3M +$897K +11,508 +3%
California Public Employees Retirement System
37
California Public Employees Retirement System
California
$31M +$1.24M +15,942 +4%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$29.1M -$427K -5,475 -1%
PPA
39
Parametric Portfolio Associates
Washington
$28.5M +$1.89M +24,260 +7%
UBS AM
40
UBS AM
Illinois
$28.2M +$2.21M +28,386 +9%
SI
41
Sentry Investments
Ontario, Canada
$27.7M -$896K -11,500 -3%
Morgan Stanley
42
Morgan Stanley
New York
$27.1M +$6.58M +84,466 +33%
Pzena Investment Management
43
Pzena Investment Management
New York
$26.4M -$11.5M -147,804 -31%
Renaissance Technologies
44
Renaissance Technologies
New York
$26.1M -$2.1M -26,900 -8%
JP Morgan Chase
45
JP Morgan Chase
New York
$26M -$5.7M -73,121 -18%
JIR
46
James Investment Research
Ohio
$25.5M -$2.28M -29,317 -8%
PI
47
PGGM Investments
Netherlands
$23.3M +$22.7M +291,410 New
Wells Fargo
48
Wells Fargo
California
$22.8M -$10M -128,415 -31%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$21.8M +$4.87M +62,448 +30%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$21.3M -$736K -9,447 -3%

GL Hedge Fund Activity: Q3 2017 in Review

436 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q3 2017, worth a combined $6.81B — up 5% from $6.49B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of GL and 29 opened new positions — a net loss of 4 holders — while 185 trimmed existing stakes and 136 added.

The largest buyer was NN Investment Partners Holdings, adding an estimated $61M. The largest seller was Janus Henderson Group, cutting an estimated $19.8M.

  • 436 institutional investors held Globe Life (GL) as of Q3 2017, down from 444 in Q2 2017.
  • Funds reported $6.81B of Globe Life stock for Q3 2017, up 5% quarter-over-quarter.
  • 29 funds opened new Globe Life positions in Q3 2017 and 33 closed out, a net change of -4 holders.
  • The largest Globe Life buyer in Q3 2017 was NN Investment Partners Holdings, an estimated $61M added.
  • The largest Globe Life seller in Q3 2017 was Janus Henderson Group, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2017.