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Globe Life

483 hedge funds and large institutions have $7.12B invested in Globe Life in 2018 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 188 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 47

0.54% more ownership

Funds ownership: 73.82%74.36% (+0.54%)

0% more funds holding

Funds holding: 483483 (0)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

8% less capital invested

Capital invested by funds: $7.73B → $7.12B (-$606M)

23% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 188

56% less call options, than puts

Call options by funds: $5.43M | Put options by funds: $12.3M

Holders
483
Holders Change
Holders Change %
0%
% of All Funds
11.07%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
55
Increased
145
Reduced
188
Closed
47
Calls
$5.43M
Puts
$12.3M
Net Calls
-$6.82M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$53.4M -$402K -4,600 -0.7%
Charles Schwab
27
Charles Schwab
California
$46.5M +$2.2M +25,136 +5%
AQR Capital Management
28
AQR Capital Management
Connecticut
$45M -$24.7M -282,333 -35%
UBS AM
29
UBS AM
Illinois
$44.5M +$14.3M +163,751 +45%
Deutsche Bank
30
Deutsche Bank
Germany
$38.5M -$12.1M -138,539 -23%
GC
31
Guggenheim Capital
Illinois
$37.3M +$601K +6,876 +2%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$37.2M -$787K -9,000 -2%
PPA
33
Parametric Portfolio Associates
Washington
$35.6M +$335K +3,826 +0.9%
Bank of America
34
Bank of America
North Carolina
$35.6M -$6.31M -72,208 -15%
Victory Capital Management
35
Victory Capital Management
Texas
$33.4M -$3.23M -36,884 -8%
FQ
36
First Quadrant
California
$32.9M -$14K -160 -0%
Morgan Stanley
37
Morgan Stanley
New York
$31.1M +$7.35M +84,029 +29%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$31M +$6.94M +79,340 +27%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$29.8M +$13.7M +156,525 +79%
Swiss National Bank
40
Swiss National Bank
Switzerland
$29.7M -$5M -57,200 -14%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$29.6M +$392K +4,481 +1%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$28.9M -$4.1M -46,890 -12%
EVM
43
Eaton Vance Management
Massachusetts
$28.2M +$15.5M +177,706 +113%
Pzena Investment Management
44
Pzena Investment Management
New York
$27.8M -$27.5K -314 -0.1%
JP Morgan Chase
45
JP Morgan Chase
New York
$27.5M +$3.09M +35,345 +12%
Wells Fargo
46
Wells Fargo
California
$27.3M -$334K -3,814 -1%
SI
47
Sentry Investments
Ontario, Canada
$26.4M -$1.28M -14,600 -4%
JIR
48
James Investment Research
Ohio
$26M -$62.3K -713 -0.2%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$23M +$42.7K +488 +0.2%
PI
50
PGGM Investments
Netherlands
$22M

GL Hedge Fund Activity: Q1 2018 in Review

483 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Globe Life (GL) for Q1 2018, worth a combined $7.12B — down 7.8% from $7.73B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new GL positions and 47 closed out — a net gain of 8 holders — while 145 added to existing stakes and 188 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $40.9M. The largest seller was NN Investment Partners Holdings, cutting an estimated $95.2M.

  • 483 institutional investors held Globe Life (GL) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $7.12B of Globe Life stock for Q1 2018, down 7.8% quarter-over-quarter.
  • 55 funds opened new Globe Life positions in Q1 2018 and 47 closed out, a net change of +8 holders.
  • The largest Globe Life buyer in Q1 2018 was Acadian Asset Management, an estimated $40.9M added.
  • The largest Globe Life seller in Q1 2018 was NN Investment Partners Holdings, an estimated $95.2M sold.

Based on aggregated 13F filings for Q1 2018.